Civic Intelligence

James and Nancy Holmgren Foundation

990PF • Fiscal year 2016 • EIN 45-4089034

Jan 01, 2016 to Dec 31, 2016 • Filed on Jun 07, 2017

Organization Profile
401 W Skyline ParkwayDuluth, MN 55806

(218) 722-1421

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

25th percentile

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Net Margin

97th percentile

93%

Higher net margin than 97% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

42nd percentile

$0

Higher top officer pay than 42% of similar nonprofits.

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Asset Growth

95th percentile

73%

Faster asset growth than 95% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

95th percentile

145%

Faster revenue growth than 95% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets25th percentile

Assets

Up

$1,145,943

Up $481,960 (+73%) from 2015

Net Assets

Up

$1,145,943

Up $481,960 (+73%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue25th percentileNet Margin97th percentile

Revenue

Up

$519,850

Up $307,528 (+145%) from 2015

Expenses

Up

$37,890

Up $6,359 (+20%) from 2015

Net Income

Up

$481,960

Up $301,169 (+167%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth95th percentile

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

$8.0M$6.0M$4.0M$2.0M$0Assets 2011: $100,000Liabilities 2011: $02011Assets 2012: $193,920Liabilities 2012: $0Net Assets 2012: $193,9202012Assets 2013: $277,776Liabilities 2013: $0Net Assets 2013: $277,7762013Assets 2014: $483,192Liabilities 2014: $0Net Assets 2014: $483,1922014Assets 2015: $663,983Liabilities 2015: $0Net Assets 2015: $663,9832015Assets 2016: $1,145,943Liabilities 2016: $0Net Assets 2016: $1,145,9432016Assets 2017: $4,442,258Liabilities 2017: $0Net Assets 2017: $4,442,2582017Assets 2018: $5,123,399Liabilities 2018: $0Net Assets 2018: $5,123,3992018Assets 2019: $5,109,166Liabilities 2019: $0Net Assets 2019: $5,109,1662019Assets 2020: $5,031,458Liabilities 2020: $0Net Assets 2020: $5,031,4582020Assets 2021: $6,839,608Liabilities 2021: $0Net Assets 2021: $6,839,6082021Assets 2022: $6,651,142Liabilities 2022: $0Net Assets 2022: $6,651,1422022Assets 2023: $6,755,957Liabilities 2023: $0Net Assets 2023: $6,755,9572023Assets 2024: $6,768,693Liabilities 2024: $0Net Assets 2024: $6,768,6932024

Highlighted filing

2016

Assets$1,145,943
Liabilities$0
Net Assets$1,145,943
Open 2016 Filing

Operations Trend

Revenue Growth95th percentile

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $100,000Expenses 2011: $0Net Income 2011: $100,0002011Expenses 2012: $6,2452012Revenue 2013: $105,076Expenses 2013: $21,220Net Income 2013: $83,8562013Revenue 2014: $306,722Expenses 2014: $101,306Net Income 2014: $205,4162014Revenue 2015: $212,322Expenses 2015: $31,531Net Income 2015: $180,7912015Revenue 2016: $519,850Expenses 2016: $37,890Net Income 2016: $481,9602016Revenue 2017: $3,361,594Expenses 2017: $65,279Net Income 2017: $3,296,3152017Revenue 2018: $953,224Expenses 2018: $272,083Net Income 2018: $681,1412018Revenue 2019: $110,655Expenses 2019: $124,888Net Income 2019: -$14,2332019Revenue 2020: $62,308Expenses 2020: $140,016Net Income 2020: -$77,7082020Revenue 2021: $2,014,083Expenses 2021: $205,933Net Income 2021: $1,808,1502021Revenue 2022: $118,566Expenses 2022: $307,032Net Income 2022: -$188,4662022Revenue 2023: $452,961Expenses 2023: $348,146Net Income 2023: $104,8152023Revenue 2024: $364,613Expenses 2024: $351,877Net Income 2024: $12,7362024

Highlighted filing

2016

Revenue$519,850
Expenses$37,890
Net Income$481,960
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Jun 7, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES L HOLMGRENPresident-$0--
NANCY A HOLMGRENDirector-$0--
Filing and Contact Details

Filer

Filer Name
James and Nancy Holmgren Foundation
EIN
45-4089034
Phone
2187221421
Address
401 W SKYLINE PARKWAY, DULUTH, MN 55806

Signing Officer

Name
James L Holmgren
Title
President
Phone
2187221421
Signed
2017-06-07

Preparer

Firm
Kolquist Seitz & Goldman LLC
Address
130 W SUPERIOR ST STE 926, DULUTH, MN 55802-2056
Preparer
James Christensen
Phone
2187278030
Raw XML Appendix324 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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IRS990PF/FMVAssetsEOYAmt01218405
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IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt046049
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IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0935010
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JAMES L HOLMGREN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1NANCY A HOLMGREN
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4VALLEY YOUTH CENTER
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt6NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt7NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt028 W 2ND ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1102 WEST 2ND STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2400 EAST 3RD ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3PO BOX 16435
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4720 N CENTRAL AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5102 W 1ST ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt632 E 1ST ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt7219 E 1ST ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0DULUTH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1DULUTH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2DULUTH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3DULUTH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4DULUTH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5DULUTH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6DULUTH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7DULUTH
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/StateAbbreviationCd5MN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd6MN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd7MN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd055802
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd155802
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd255805
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd355816
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd455807
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd555802
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd655802
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd755802
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt036500
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/AppliedToCurrentYearAmt036500
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt045705
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt09205
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt05684
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt084936
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt09694
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt09205
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt091109
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt05684
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt084936
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0489
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt036500
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt091109
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0100314
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0JAMES NANCY HOLMGREN
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0401 W SKYLINE PARKWAY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0DULUTH
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0MN
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd055806
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0501295
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0JAMES HOLMGREN
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt01320 TIDAL POINTE BLVD UNIT A7
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0JUPITER
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0FL
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd033477
TaxesSchedule/TaxesDetail/Amt095
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL INCOME TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1MN INCOME TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt095
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES L HOLMGREN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum02187221421
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-06-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JAMES AND NANCY HOLMGREN FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0JAME
ReturnHeader/Filer/EIN0454089034
ReturnHeader/Filer/PhoneNum02187221421
ReturnHeader/Filer/USAddress/AddressLine1Txt0401 W SKYLINE PARKWAY
ReturnHeader/Filer/USAddress/CityNm0DULUTH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MN
ReturnHeader/Filer/USAddress/ZIPCd055806
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0046D20C79959AB68B4E309D185A6BA07608C9C84
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0E2E42910CEF9319DFA5958EC30FCC087C2DF2FF0
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0273408302
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KOLQUIST SEITZ & GOLDMAN LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0130 W SUPERIOR ST STE 926
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DULUTH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0558022056
ReturnHeader/PreparerPersonGrp/PhoneNum02187278030
ReturnHeader/PreparerPersonGrp/PreparationDt02017-06-06
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES CHRISTENSEN
ReturnHeader/ReturnTs02017-06-08T16:24:35-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,145,943
Liabilities
$0
Net assets
$1,145,943
Revenue
$519,850
Expenses
$37,890
Net income
$481,960
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$6.77$0.00$6.77$0.36$0.35$0.01
2023Detailed filing. Detailed filing data is available for this year.$6.76$0.00$6.76$0.45$0.35$0.10
2022Detailed filing. Detailed filing data is available for this year.$6.65$0.00$6.65$0.12$0.31$0.19
2021Detailed filing. Detailed filing data is available for this year.$6.84$0.00$6.84$2.01$0.21$1.81
2020Detailed filing. Detailed filing data is available for this year.$5.03$0.00$5.03$0.06$0.14$0.08
2019Detailed filing. Detailed filing data is available for this year.$5.11$0.00$5.11$0.11$0.12$0.01
2018Detailed filing. Detailed filing data is available for this year.$5.12$0.00$5.12$0.95$0.27$0.68
2017Detailed filing. Detailed filing data is available for this year.$4.44$0.00$4.44$3.36$0.07$3.30
2016Detailed filing. Detailed filing data is available for this year.$1.15$0.00$1.15$0.52$0.04$0.48
2015Detailed filing. Detailed filing data is available for this year.$0.66$0.00$0.66$0.21$0.03$0.18
2014Detailed filing. Detailed filing data is available for this year.$0.48$0.00$0.48$0.31$0.10$0.21
2013Detailed filing. Detailed filing data is available for this year.$0.28$0.00$0.28$0.11$0.02$0.08
2012Detailed filing. Detailed filing data is available for this year.$0.19$0.00$0.19$0.01
2011Summary only. Only limited summary data is available for this year.$0.10$0.00$0.10$0.00$0.10