Civic Intelligence

Gordon a Larson Foundation Inc C/O Kenneth Dalsted

990 • Fiscal year 2015 • EIN 45-6459283

Jan 01, 2015 to Dec 31, 2015 • Filed on May 03, 2016

419 19th Ave NEJamestown, ND 58401

(701) 252-6393

Siviq Scores

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

Liabilities / Assets

82nd percentile

0.00x

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

2015 filings • NTEE T20 • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

81st percentile

0.00x

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

2015 filings • NTEE T20 • $1M-$5M nonprofits • Source year 2015

Net Margin

53rd percentile

15%

Higher net margin than 53% of similar nonprofits.

2015 filings • NTEE T20 • $1M-$5M nonprofits • Source year 2015

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

2015 filings • NTEE T20 • $1M-$5M nonprofits • Source year 2015

Asset Growth

23rd percentile

-5.2%

Faster asset growth than 23% of similar nonprofits.

2015 filings • NTEE T20 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

49th percentile

-7.1%

Faster revenue growth than 49% of similar nonprofits.

2015 filings • NTEE T20 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Assets

Down

$2,232,546

Down $121,711 (-5.2%) from 2014

Net Assets

Down

$2,232,546

Down $121,711 (-5.2%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue

Down

$164,305

Down $12,537 (-7.1%) from 2014

Expenses

Up

$138,902

Up $3,966 (+2.9%) from 2014

Net Income

Down

$25,403

Down $16,503 (-39%) from 2014

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2011: $2,066,247Liabilities 2011: $0Net Assets 2011: $2,066,2472011Assets 2012: $2,140,433Liabilities 2012: $0Net Assets 2012: $2,140,4332012Assets 2013: $2,319,773Liabilities 2013: $0Net Assets 2013: $2,319,7732013Assets 2014: $2,354,257Liabilities 2014: $0Net Assets 2014: $2,354,2572014Assets 2015: $2,232,546Liabilities 2015: $0Net Assets 2015: $2,232,5462015Assets 2016: $2,222,791Liabilities 2016: $0Net Assets 2016: $2,222,7912016Assets 2017: $2,356,187Liabilities 2017: $0Net Assets 2017: $2,356,1872017Assets 2018: $2,123,095Liabilities 2018: $0Net Assets 2018: $2,123,0952018Assets 2019: $2,341,419Liabilities 2019: $0Net Assets 2019: $2,341,4192019Assets 2020: $2,551,174Liabilities 2020: $0Net Assets 2020: $2,551,1742020Assets 2021: $2,690,789Liabilities 2021: $0Net Assets 2021: $2,690,7892021Assets 2022: $2,169,240Liabilities 2022: $0Net Assets 2022: $2,169,2402022Assets 2023: $2,304,210Liabilities 2023: $0Net Assets 2023: $2,304,2102023Assets 2024: $2,361,718Liabilities 2024: $0Net Assets 2024: $2,361,7182024

Highlighted filing

2015

Assets$2,232,546
Liabilities$0
Net Assets$2,232,546

Operations Trend

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

$400K$200K$0-$200KRevenue 2011: $127,150Expenses 2011: $130,357Net Income 2011: -$3,2072011Revenue 2012: $126,064Expenses 2012: $127,411Net Income 2012: -$1,3472012Revenue 2013: $175,933Expenses 2013: $131,398Net Income 2013: $44,5352013Revenue 2014: $176,842Expenses 2014: $134,936Net Income 2014: $41,9062014Revenue 2015: $164,305Expenses 2015: $138,902Net Income 2015: $25,4032015Revenue 2016: $185,052Expenses 2016: $141,125Net Income 2016: $43,9272016Revenue 2017: $333,869Expenses 2017: $145,445Net Income 2017: $188,4242017Revenue 2018: $78,335Expenses 2018: $139,983Net Income 2018: -$61,6482018Revenue 2019: $73,151Expenses 2019: $143,579Net Income 2019: -$70,4282019Revenue 2020: $130,259Expenses 2020: $142,297Net Income 2020: -$12,0382020Revenue 2021: $287,593Expenses 2021: $143,318Net Income 2021: $144,2752021Revenue 2022: $100,441Expenses 2022: $145,834Net Income 2022: -$45,3932022Revenue 2023: $49,979Expenses 2023: $148,517Net Income 2023: -$98,5382023Revenue 2024: $146,152Expenses 2024: $149,300Net Income 2024: -$3,1482024

Highlighted filing

2015

Revenue$164,305
Expenses$138,902
Net Income$25,403
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
May 3, 2016
Return Version
2015v2.1
Gross Receipts
$892,508
Mission and Program Overview

Mission

The mission of the gordon a. Larson foundation, inc. Is to safely and prudently invest the funds of the foundation in a reasonable and sound business-like manner to preserve the value of the investments and provide income to the beneficiaries as provided for in the last will and testament of gordon a. Larson.

Distribute net income to identified not for profit organizations.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$2,285,104$2,158,122▼ $126,982
Savings and Temporary Cash Investments$68,383$70,940▲ $2,557
Cash and Non-Interest-Bearing Accounts$770$3,484▲ $2,714
Total Assets$2,354,257$2,232,546▼ $121,711
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$2,354,257$2,232,546▼ $121,711
Total Net Assets Fund Balance$2,354,257$2,232,546▼ $121,711
Total Liabilities and Net Assets / Fund Balance$2,354,257$2,232,546▼ $121,711

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$179,021--
Compensation and Service Providers

Board Members and Trustees

NameTitle
Thomas HeckPresident
Evelyn RunckVice President
Eric MonsonDirector
Tim BurchillDirector
Kenneth L DalstedSecretary/treasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$164,305
Other Revenue
$0
Change in Net Assets
$25,403
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$108,195
Other Expenses$30,707
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$108,195--$108,195
Fees for Service Investment Mgmnt Fees-$26,285-$26,285
Fees for Services Accounting-$2,190-$2,190
Other Expenses-$1,332-$1,332
Fees for Services Legal-$900-$900
Total Functional Expenses$108,195$30,707$0$138,902
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Anne Carlson SchoolJamestown, ND501(c)3General Support of 501(c)3 Organizations$21,639
Ave Maria VillageJamestown, ND501(c)3General Support of 501(c)3 Organizations$21,639
Trinity Lutheran ChurchJamestown, ND501(c)3General Support of 501(c)3 Organizations$21,639
North Dakota State UniversityFargo, ND501(c)3General Support of 501(c)3 Organizations$16,229
University of JamestownJamestown, ND501(c)3General Support of 501(c)3 Organizations$16,229
South Dakota School of MinesRapid City, SD501(c)3General Support of 501(c)3 Organizations$10,820
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
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
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11

The form 990 is prepared by an independent accountant and then presented for review to the board of the organization prior to filing.

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

Annually the board reviews the conflict of interest policy and assures that each member is in compliance with the policy. Each board member then in turn signs a "statement by director" to attest to this review.

Form 990, Part VI, Section C, Line 19

The organization will provide to a party printed copies of policies and documents for inspection at its offices upon proper request.

Filing and Contact Details

Filer

Filer Name
Gordon a Larson Foundation Inc
EIN
45-6459283
Phone
7012526393
Address
419 19TH AVE NE, JAMESTOWN, ND 58401

Signing Officer

Name
Tom Heck
Title
President
Phone
7012523467
Signed
2016-05-03
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Kenneth Dalsted
Formed
2002
Legal Domicile
Nd
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
0

Preparer

Firm
Schauer & Associates Pc
Address
PO BOX 1808, JAMESTOWN, ND 58402-1808
Preparer
Duane R Dunn
Phone
7012525422
Raw XML AppendixShowing 400 of 414 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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IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt4AVE MARIA VILLAGE
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IRS990ScheduleI/RecipientTable/CashGrantAmt421639
IRS990ScheduleI/RecipientTable/CashGrantAmt516229
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)3
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(C)3
IRS990ScheduleI/RecipientTable/IRCSectionDesc2501(C)3
IRS990ScheduleI/RecipientTable/IRCSectionDesc3501(C)3
IRS990ScheduleI/RecipientTable/IRCSectionDesc4501(C)3
IRS990ScheduleI/RecipientTable/IRCSectionDesc5501(C)3
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0GENERAL SUPPORT OF 501(C)3 ORGANIZATIONS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1GENERAL SUPPORT OF 501(C)3 ORGANIZATIONS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2GENERAL SUPPORT OF 501(C)3 ORGANIZATIONS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3GENERAL SUPPORT OF 501(C)3 ORGANIZATIONS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt4GENERAL SUPPORT OF 501(C)3 ORGANIZATIONS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt5GENERAL SUPPORT OF 501(C)3 ORGANIZATIONS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0UNIVERSITY OF JAMESTOWN
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1SOUTH DAKOTA SCHOOL OF MINES
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2TRINITY LUTHERAN CHURCH
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3ANNE CARLSON SCHOOL
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4AVE MARIA VILLAGE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt5NORTH DAKOTA STATE UNIVERSITY
IRS990ScheduleI/RecipientTable/RecipientEIN0450231180
IRS990ScheduleI/RecipientTable/RecipientEIN1466011771
IRS990ScheduleI/RecipientTable/RecipientEIN2450234345
IRS990ScheduleI/RecipientTable/RecipientEIN3450233470
IRS990ScheduleI/RecipientTable/RecipientEIN4752999939
IRS990ScheduleI/RecipientTable/RecipientEIN5237120898
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt06000 COLLEGE LANE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1501 E JOSEPH ST
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt2523 4TH AVE SE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt3301 7TH AVE SW
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt4501 19TH ST NE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt5PO BOX 5144
IRS990ScheduleI/RecipientTable/USAddress/CityNm0JAMESTOWN
IRS990ScheduleI/RecipientTable/USAddress/CityNm1RAPID CITY
IRS990ScheduleI/RecipientTable/USAddress/CityNm2JAMESTOWN
IRS990ScheduleI/RecipientTable/USAddress/CityNm3JAMESTOWN
IRS990ScheduleI/RecipientTable/USAddress/CityNm4JAMESTOWN
IRS990ScheduleI/RecipientTable/USAddress/CityNm5FARGO
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0ND
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1SD
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2ND
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd3ND
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd4ND
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd5ND
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd058401
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd157701
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd258401
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd358401
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd458401
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd558105
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc0FAIR MARKET VALUE
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc1FAIR MARKET VALUE
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc2FAIR MARKET VALUE
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc3FAIR MARKET VALUE
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc4FAIR MARKET VALUE
IRS990ScheduleI/RecipientTable/ValuationMethodUsedDesc5FAIR MARKET VALUE
IRS990ScheduleI/Total501c3OrgCnt06
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 IS PREPARED BY AN INDEPENDENT ACCOUNTANT AND THEN PRESENTED FOR REVIEW TO THE BOARD OF THE ORGANIZATION PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ANNUALLY THE BOARD REVIEWS THE CONFLICT OF INTEREST POLICY AND ASSURES THAT EACH MEMBER IS IN COMPLIANCE WITH THE POLICY. EACH BOARD MEMBER THEN IN TURN SIGNS A "STATEMENT BY DIRECTOR" TO ATTEST TO THIS REVIEW.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION WILL PROVIDE TO A PARTY PRINTED COPIES OF POLICIES AND DOCUMENTS FOR INSPECTION AT ITS OFFICES UPON PROPER REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt02354257
IRS990/TotalAssetsEOYAmt02232546
IRS990/TotalAssetsGrp/BOYAmt02354257
IRS990/TotalAssetsGrp/EOYAmt02232546
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt030707
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0108195
IRS990/TotalFunctionalExpensesGrp/TotalAmt0138902
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02354257
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02232546
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0108195
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0164305
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0164305
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02354257
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02232546
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UnrestrictedNetAssetsGrp/BOYAmt02354257
IRS990/UnrestrictedNetAssetsGrp/EOYAmt02232546
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0419 19TH AVE NE
IRS990/USAddress/CityNm0JAMESTOWN
IRS990/USAddress/StateAbbreviationCd0ND
IRS990/USAddress/ZIPCd058401
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd01
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0TOM HECK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum07012523467
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-05-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0GORDON A LARSON FOUNDATION INC
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O KENNETH DALSTED
ReturnHeader/Filer/BusinessNameControlTxt0GORD
ReturnHeader/Filer/EIN0456459283
ReturnHeader/Filer/PhoneNum07012526393
ReturnHeader/Filer/USAddress/AddressLine1Txt0419 19TH AVE NE
ReturnHeader/Filer/USAddress/CityNm0JAMESTOWN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0ND

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.36$0.00$2.36$0.15$0.15$0.00
2023Detailed filing. Detailed filing data is available for this year.$2.30$0.00$2.30$0.05$0.15$0.10
2022Detailed filing. Detailed filing data is available for this year.$2.17$0.00$2.17$0.10$0.15$0.05
2021Detailed filing. Detailed filing data is available for this year.$2.69$0.00$2.69$0.29$0.14$0.14
2020Detailed filing. Detailed filing data is available for this year.$2.55$0.00$2.55$0.13$0.14$0.01
2019Detailed filing. Detailed filing data is available for this year.$2.34$0.00$2.34$0.07$0.14$0.07
2018Detailed filing. Detailed filing data is available for this year.$2.12$0.00$2.12$0.08$0.14$0.06
2017Detailed filing. Detailed filing data is available for this year.$2.36$0.00$2.36$0.33$0.15$0.19
2016Detailed filing. Detailed filing data is available for this year.$2.22$0.00$2.22$0.19$0.14$0.04
2015Detailed filing. Detailed filing data is available for this year.$2.23$0.00$2.23$0.16$0.14$0.03
2014Detailed filing. Detailed filing data is available for this year.$2.35$0.00$2.35$0.18$0.13$0.04
2013Detailed filing. Detailed filing data is available for this year.$2.32$0.00$2.32$0.18$0.13$0.04
2012Summary only. Only limited summary data is available for this year.$2.14$0.00$2.14$0.13$0.13$0.00
2011Summary only. Only limited summary data is available for this year.$2.07$0.00$2.07$0.13$0.13$0.00