Civic Intelligence

Kaena Foundation

990PF • Fiscal year 2023 • EIN 46-2692867

Jan 01, 2023 to Dec 31, 2023 • Filed on Nov 12, 2024

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.

2023 filings • $100M-$250M nonprofits • Source year 2023

Liabilities / Revenue

9th percentile

0.00x

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

2023 filings • $100M-$250M nonprofits • Source year 2023

Net Margin

5th percentile

-100%

Higher net margin than 5% of similar nonprofits.

2023 filings • $100M-$250M nonprofits • Source year 2023

Top Officer Pay

13th percentile

$20,000

Higher top officer pay than 13% of similar nonprofits.

Top officer pay equals 0.5% of source-year revenue.

2023 filings • $100M-$250M nonprofits • Source year 2023

Asset Growth

13th percentile

-4.0%

Faster asset growth than 13% of similar nonprofits.

2023 filings • $100M-$250M nonprofits • Annualized from 2022 to 2023

Revenue Growth

75th percentile

20%

Faster revenue growth than 75% of similar nonprofits.

2023 filings • $100M-$250M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets9th percentile

Assets

Flat

$100,574,700

Flat from 2023

Net Assets

$100,574,700

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2023

Revenue And Expenses
Liabilities / Revenue9th percentileNet Margin5th percentile

Revenue

Flat

$4,219,572

Flat from 2023

Expenses

Flat

$8,447,540

Flat from 2023

Net Income

Flat

-$4,227,968

Flat from 2023

Historical Trend

Balance Sheet Trend

Asset Growth13th 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: $12021Assets 2022: $104,802,668Liabilities 2022: $0Net Assets 2022: $104,802,6682022Assets 2023: $100,574,700Liabilities 2023: $0Net Assets 2023: $100,574,7002023Assets 2023: $100,574,700Liabilities 2023: $12023Assets 2024: $95,432,791Liabilities 2024: $0Net Assets 2024: $95,432,7912024

Highlighted filing

2023

Assets$100,574,700
Liabilities$0
Net Assets$100,574,700
Open 2023 Filing

Operations Trend

Revenue Growth75th 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 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 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

2023

Revenue$4,219,572
Expenses$8,447,540
Net Income-$4,227,968
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Nov 12, 2024
Return Version
2023v5.1
Compensation and Service Providers
Top Officer Pay13th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JEFFREY WESTONVice President/Director-$20,000-$20,000
MICHELLE GALDOSVice President/Director-$20,000-$20,000
SONNY MILLERPres/Treas/Secretary/Director-$20,000-$20,000
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
2024-11-12
Discuss with paid preparer
Yes

Preparer

Firm
Deloitte Tax Llp
Address
1015 2ND AVE SUITE 500, SEATTLE, WA 98104
Preparer
Rebekah Stanley
Phone
2067167000
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm57AMERICAN TOWER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58AMGEN INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59ANTHEM INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm60AON CORP AON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm61BANK OF AMERICA MTN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm62BANK OF NY MTN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm63BERKSHIRE HATHAWAY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm64CVS HEALTH CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm65CARRIER GLOBAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm66CITIGROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm67COMCAST CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm68DTE ELECTRIC CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm69EQUINIX INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm70LAUDER ESTEE CONS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm71EVERSOURCE ENERGY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm72FIFTH THIRD BANCORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm73GOLDMAN SACHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm74KEURIG DR PEPPER
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm75LINCOLN NATIONAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm76LOCKHEED MARTIN CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm77MERCK CO INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm78MORGAN STANLEY MTN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm79NEXTERA ENERGY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm80SEMPRA ENERGY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm81STARBUCKS CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm82STATE STR CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm83THERMO FISHER
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm84WELL TOWER INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm85ASTRAZENECA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm86BHP BILLITON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm87ENBRIDGE INC. MTN
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm88MEDTRONIC GLOBAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm89ROYAL BK CDA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm90SHELL INTERNATIONAL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm91TOTAL CAPITAL SA
InvestmentsGovtObligationsSch/StateLocalSecBookVlEOYAmt01346824
InvestmentsGovtObligationsSch/StateLocalSecEOYFMVAmt01298018
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt07736830
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt07690517
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt42356276
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt53589807
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt62758060
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt71731686
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt82645924
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt98583115
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0LSV VALUE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1GQG PARTNERS
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2ARTISAN INTL VALUE FUNDS INC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt3DFA EMERGING MARKETS VALUE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt4GMO CLIMATE CHANGE II
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt5ISHARES CORE MSCI EMERGING MKTS ETF
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
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12VANGUARD TOTAL BOND MARKET INDEX ADM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13FUND 1
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14FUND 2
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15FUND 3
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16FUND 4
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt17FUND 5
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18FUND 6
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt19FUND 7
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt20FUND 8
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt21FUND 9
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt22FUND 10
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt23FUND 11
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt24FUND 12
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt25FUND 13
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt26FUND 14
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt27FUND 15
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt28FUND 16
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt29FUND 17
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt30FUND 18
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt31FUND 19
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt32FUND 20
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt33FUND 21
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt34FUND 22
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt35FUND 23
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt36FUND 24
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt37FUND 25
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt38FUND 26
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt39FUND 27
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt40FUND 28
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt41FUND 29
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt42FUND 30
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt43FUND 31
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt44FUND 32
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt45FUND 33
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt46FUND 34
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt47FUND 35
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt48FUND 36
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt49FUND 37
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt50FUND 38
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt51FUND 39
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt52FUND 40

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
$100,574,700
Liabilities
$0
Net assets
$100,574,700
Revenue
$4,219,572
Expenses
$8,447,540
Net income
-$4,227,968
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
2023Detailed filing. Detailed filing data is available for this year.$101$0.00$101$4.22$8.45$4.23
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
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