Civic Intelligence

Kaena Foundation

990PF • Fiscal year 2021 • EIN 46-2692867

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 11, 2022

Organization Profile
50 South Sixth Street 1500Minneapolis, MN 55402

(612) 492-6813

Siviq Scores

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

Liabilities / Assets

9th percentile

0.00x

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

2021 filings • $100M-$250M nonprofits • Source year 2021

Liabilities / Revenue

9th percentile

0.00x

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

2021 filings • $100M-$250M nonprofits • Source year 2021

Net Margin

59th percentile

15%

Higher net margin than 59% of similar nonprofits.

2021 filings • $100M-$250M nonprofits • Source year 2021

Top Officer Pay

14th percentile

$25,000

Higher top officer pay than 14% of similar nonprofits.

Top officer pay equals 0.3% of source-year revenue.

2021 filings • $100M-$250M nonprofits • Source year 2021

Asset Growth

19th percentile

1.1%

Faster asset growth than 19% of similar nonprofits.

2021 filings • $100M-$250M nonprofits • Annualized from 2020 to 2021

Revenue Growth

94th percentile

263%

Faster revenue growth than 94% of similar nonprofits.

2021 filings • $100M-$250M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets9th percentile

Assets

Flat

$116,565,205

Flat from 2021

Net Assets

$116,565,205

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2021

Revenue And Expenses
Liabilities / Revenue9th percentileNet Margin59th percentile

Revenue

Flat

$8,317,719

Flat from 2021

Expenses

Flat

$7,037,301

Flat from 2021

Net Income

Flat

$1,280,418

Flat from 2021

Historical Trend

Balance Sheet Trend

Asset Growth19th percentile

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

$150M$100M$50M$0Assets 2013: $1,649,985Liabilities 2013: $02013Assets 2014: $25,762,919Liabilities 2014: $02014Assets 2015: $113,162,344Liabilities 2015: $02015Assets 2019: $119,557,968Liabilities 2019: $0Net Assets 2019: $119,557,9682019Assets 2020: $115,284,787Liabilities 2020: $0Net Assets 2020: $115,284,7872020Assets 2021: $116,565,205Liabilities 2021: $0Net Assets 2021: $116,565,2052021Assets 2021: $116,565,205Liabilities 2021: $12021Assets 2022: $104,802,668Liabilities 2022: $0Net Assets 2022: $104,802,6682022Assets 2023: $100,574,700Liabilities 2023: $12023Assets 2024: $95,432,791Liabilities 2024: $0Net Assets 2024: $95,432,7912024

Highlighted filing

2021

Assets$116,565,205
Liabilities$0
Net Assets$116,565,205
Open 2021 Filing

Operations Trend

Revenue Growth94th percentile

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

$100M$50M$0-$50MRevenue 2013: $1,650,000Expenses 2013: $15Net Income 2013: $1,649,9852013Revenue 2014: $24,145,350Expenses 2014: $32,416Net Income 2014: $24,112,9342014Revenue 2015: $90,988,950Expenses 2015: $2,138,869Net Income 2015: $88,850,0812015Revenue 2019: $792,513Expenses 2019: $6,270,765Net Income 2019: -$5,478,2522019Revenue 2020: $2,288,902Expenses 2020: $6,562,083Net Income 2020: -$4,273,1812020Revenue 2021: $8,317,719Expenses 2021: $7,037,301Net Income 2021: $1,280,4182021Revenue 2021: $8,317,719Expenses 2021: $7,037,301Net Income 2021: $1,280,4182021Revenue 2022: $3,516,796Expenses 2022: $15,279,333Net Income 2022: -$11,762,5372022Revenue 2023: $4,219,572Expenses 2023: $8,447,540Net Income 2023: -$4,227,9682023Revenue 2024: $10,276,932Expenses 2024: $15,418,841Net Income 2024: -$5,141,9092024

Highlighted filing

2021

Revenue$8,317,719
Expenses$7,037,301
Net Income$1,280,418
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 11, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay14th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SONNY MILLERPres/Treas/Secretary (As Of 5/31/21)-$25,000-$25,000
JEFFREY WESTONVice President (As Of 5/31/21)-$16,667-$16,667
MICHELLE GALDOS CO DORSEY WHITNEYVice President (As Of 5/31/21)-$16,667-$16,667
JOHN OTTERLEIPresident/Treasurer (Resigned 5/31/21)-$5,000-$5,000
Filing and Contact Details

Filer

Filer Name
Kaena Foundation
EIN
46-2692867
Phone
6124926813
Address
50 SOUTH SIXTH STREET 1500, MINNEAPOLIS, MN 55402

Signing Officer

Name
Sonny Miller
Title
President
Phone
6124926813
Signed
2022-11-11
Discuss with paid preparer
Yes

Preparer

Firm
Deloitte Tax Llp
Address
50 SOUTH SIXTH STREET SUITE 2800, MINNEAPOLIS, MN 55402-1538
Preparer
Anne Fulton
Phone
6123974000
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25TEGNA INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26THERMON GROUP HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27TREEHOUSE FOODS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28UNIFIRST CORP MASS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm29UPLAND SOFTWARE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30VERTIV HOLDINGS LLC L P
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31VIASAT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32WESCO INTERNATIONAL INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33ZEBRA TECHNOLOGIES CORP CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34ALIBABA GROUP HLDG LTD SPONSORED ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35ALPHABET INC. CAP STK CL C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36ASHTEAD GROUP PLC SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37BERKSHIRE HATHAWAY INC DEL CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38BERKSHIRE HATHWAY INC DEL CL B NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39BROWN FORMAN CORP CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40BROWN FORMAN CORP CL B
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41CABLE ONE INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42CIE FINANCIERE RICHEMONT AG ZUG NAMEN AKT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43COMCAST CORP CL A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44HEINEKIN HLDG NV SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45JP MORGAN CHASE & CO COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46MARTIN MARIETTA MATLS INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47MASTERCARD INC. CL A COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48NESTLE SA SPONSORED ADR REPSTG REG SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49PERNOD RICARD ORD SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50PHILIP MORRIS INTL INC COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51UNILEVER NV NEW YORK SHS NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52COGNYTE SOFTWARE LTD ORD SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53ONESPAWORLD HOLDINGS LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54AT T INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55ABBOTT LABORATORIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56ABBVIE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57ALEXANDRIA REAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58AMERICAN ELEC PWR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59AMERICAN EXPRESS CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60AMERICAN HONDA MTN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61AMERICAN TOWER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62AMERICAN TOWER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63AMGEN INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64ANHEUSER BUSCH
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65ANTHEM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66AON CORP SR NT
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67BANK OF AMERICA MTN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68BANK OF NY MTN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69BOSTON PROPERTIES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70CVS HEALTH CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71CARRIER GLOBAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72CITIGROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73COMCAST CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74JOHN DEERE MTN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75WALT DISNEY COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76EQUINIX INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77EVERSOURCE ENERGY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78GENERAL MILLS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79GOLDMAN SACHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80HOME DEPOT INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81JPMORGAN CHASE CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82KEURIG DR PEPPER
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83LINCOLN NATIONAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84LOCKHEED MARTIN CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85LOWE S COS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm86MASTERCARD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm87MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm88MORGAN STANLEY MTN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm89NIKE INC ST
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm90NORTHROP GRUMMAN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm91PAYPAL HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm92PROLOGIS L P
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm93PRUDENTIAL MTN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm94SEMPRA ENERGY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm95SIMON PROPERTY GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm96STARBUCKS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm97TARGET CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm98UNITEDHEALTH GROUP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm99VERIZON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm100BANK OF NOVA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm101CANADIAN PAC RY CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm102ENBRIDGE INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm103MITSUBISHI UFJ FIN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm104SCHLUMBERGER INV
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm105SHELL INTERNATIONAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm106STATOIL ASA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm107SUMITOMO MITSUI MTN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm108TORONTO DOMINION MTN.
InvestmentsGovtObligationsSch/StateLocalSecBookVlEOYAmt02298511
InvestmentsGovtObligationsSch/StateLocalSecEOYFMVAmt02291921
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt03774148
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt03659912
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt02061952
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt24975830
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt32266108
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt42706867
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt51463246
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt64145561
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt74547899
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt82982955
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt915574763
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt10161227
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt251605271
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt27570048
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt28286800
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt291106134
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt30700000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt31306155
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt341200000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3590437
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt3690454
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt381900000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt39519138
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt401100000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt41178582
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt42640099
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt432182120
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt44427261
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt45605500
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt461400000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt471600000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt4884790
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt49993475
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt50205317
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt51966419
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt520
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0GQG PARTNERS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1ARTISAN INTL VALUE FUNDS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2DFA EMERGING MARKETS VALUE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3GMO CLIMATE CHANGE II
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4ISHARES CORE MSCI EMERGING MKTS ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5LONGLEAF PARTNERS FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6TWEEDY BROWNE GLOBAL VALUE II CCY
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7VANGUARD FTSE DEVELOPED ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8VANGUARD TOTAL WORLD STOCK INDEX ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9VANGUARD S P 500 ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10VANGUARD REAL ESTATE ETF
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11ISHARES CORE U.S. AGGREGATE BOND ETF

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$116,565,205
Liabilities
$0
Net assets
$116,565,205
Revenue
$8,317,719
Expenses
$7,037,301
Net income
$1,280,418
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$95.4$0.00$95.4$10.3$15.4$5.14
2023Summary only. Only limited summary data is available for this year.$101$0.00$4.22$8.45$4.23
2022Detailed filing. Detailed filing data is available for this year.$105$0.00$105$3.52$15.3$11.8
2021Detailed filing. Detailed filing data is available for this year.$117$0.00$117$8.32$7.04$1.28
2021Summary only. Only limited summary data is available for this year.$117$0.00$8.32$7.04$1.28
2020Detailed filing. Detailed filing data is available for this year.$115$0.00$115$2.29$6.56$4.27
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$120$0.00$120$0.79$6.27$5.48
2015Summary only. Only limited summary data is available for this year.$113$0.00$91.0$2.14$88.9
2014Summary only. Only limited summary data is available for this year.$25.8$0.00$24.1$0.03$24.1
2013Summary only. Only limited summary data is available for this year.$1.65$0.00$1.65$0.00$1.65