Civic Intelligence

Yontz Valor Foundation

990PF • Fiscal year 2020 • EIN 46-3402520

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 02, 2021

Organization Profile
26215 Birch Bluff RoadExcelsior, MN 55331

(414) 244-9940

Siviq Scores

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

Liabilities / Assets

15th percentile

0.00x

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

2020 filings • $25M-$50M nonprofits • Source year 2020

Liabilities / Revenue

14th percentile

0.00x

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

2020 filings • $25M-$50M nonprofits • Source year 2020

Net Margin

96th percentile

89%

Higher net margin than 96% of similar nonprofits.

2020 filings • $25M-$50M nonprofits • Source year 2020

Top Officer Pay

55th percentile

$225,225

Higher top officer pay than 55% of similar nonprofits.

Top officer pay equals 1.2% of source-year revenue.

2020 filings • $25M-$50M nonprofits • Source year 2020

Asset Growth

95th percentile

70%

Faster asset growth than 95% of similar nonprofits.

2020 filings • $25M-$50M nonprofits • Annualized from 2019 to 2020

Revenue Growth

97th percentile

384%

Faster revenue growth than 97% of similar nonprofits.

2020 filings • $25M-$50M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets15th percentile

Assets

Up

$39,037,512

Up $16,055,730 (+70%) from 2019

Net Assets

Up

$39,037,512

Up $16,055,730 (+70%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin96th percentile

Revenue

Up

$18,062,874

Up $14,331,375 (+384%) from 2019

Expenses

Up

$1,978,888

Up $1,011,646 (+105%) from 2019

Net Income

Up

$16,083,986

Up $13,319,729 (+482%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth95th percentile

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

$40M$30M$20M$10M$0Assets 2013: $702,665Liabilities 2013: $02013Assets 2014: $1,493,654Liabilities 2014: $0Net Assets 2014: $1,493,6542014Assets 2015: $2,426,563Liabilities 2015: $0Net Assets 2015: $2,426,5632015Assets 2016: $3,268,672Liabilities 2016: $0Net Assets 2016: $3,268,6722016Assets 2017: $3,314,007Liabilities 2017: $0Net Assets 2017: $3,314,0072017Assets 2018: $20,255,505Liabilities 2018: $15,000Net Assets 2018: $20,240,5052018Assets 2019: $22,981,782Liabilities 2019: $0Net Assets 2019: $22,981,7822019Assets 2020: $39,037,512Liabilities 2020: $0Net Assets 2020: $39,037,5122020Assets 2021: $38,525,298Liabilities 2021: $0Net Assets 2021: $38,525,2982021Assets 2022: $34,011,940Liabilities 2022: $0Net Assets 2022: $34,011,9402022Assets 2023: $11,378,627Liabilities 2023: $0Net Assets 2023: $11,378,6272023Assets 2024: $9,052,549Liabilities 2024: $0Net Assets 2024: $9,052,5492024

Highlighted filing

2020

Assets$39,037,512
Liabilities$0
Net Assets$39,037,512
Open 2020 Filing

Operations Trend

Revenue Growth97th percentile

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

$40M$20M$0-$20M-$40MRevenue 2013: $702,665Expenses 2013: $0Net Income 2013: $702,6652013Revenue 2014: $842,503Expenses 2014: $51,435Net Income 2014: $791,0682014Revenue 2015: $1,107,564Expenses 2015: $174,656Net Income 2015: $932,9082015Revenue 2016: $972,745Expenses 2016: $130,636Net Income 2016: $842,1092016Revenue 2017: $287,162Expenses 2017: $241,827Net Income 2017: $45,3352017Revenue 2018: $17,757,624Expenses 2018: $823,921Net Income 2018: $16,933,7032018Revenue 2019: $3,731,499Expenses 2019: $967,242Net Income 2019: $2,764,2572019Revenue 2020: $18,062,874Expenses 2020: $1,978,888Net Income 2020: $16,083,9862020Revenue 2021: $2,730,815Expenses 2021: $3,070,185Net Income 2021: -$339,3702021Revenue 2022: $622,129Expenses 2022: $4,921,403Net Income 2022: -$4,299,2742022Revenue 2023: -$323,843Expenses 2023: $26,132,646Net Income 2023: -$26,456,4892023Revenue 2024: -$1,191,809Expenses 2024: $1,023,137Net Income 2024: -$2,214,9462024

Highlighted filing

2020

Revenue$18,062,874
Expenses$1,978,888
Net Income$16,083,986
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 2, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay55th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TERRI YONTZ MILLERPres & TrusteeFT$198,958$26,267$225,225
KATHERINE HAYESEmp & TrusteeFT$120,240$26,299$146,539
JASON GARSTECKITrusteePT$14,000-$14,000
JILL WOXLANDTrusteePT$14,000-$14,000
Filing and Contact Details

Filer

Filer Name
Yontz Valor Foundation
EIN
46-3402520
Address
26215 BIRCH BLUFF ROAD, EXCELSIOR, MN 55331

Signing Officer

Name
Terri Miller
Title
Trustee
Signed
2021-11-02
Discuss with paid preparer
Yes

Preparer

Firm
Mohr Cpas Llp
Address
10361 Innovation Drive 150, Milwaukee, WI 53226
Preparer
Patricia Locante
Phone
4142449940
Raw XML AppendixShowing 400 of 751 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/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32019-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42020-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52019-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62020-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt72019-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0116513
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1465676
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2717581
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt35106271
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt4364661
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt5833345
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt6262052
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt7119643
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-12564
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1-86536
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2-174772
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3-1062390
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt4766
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt5-13218
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt6-4064
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt7-12439
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt8378217
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-12564
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1-86536
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2-174772
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3-1062390
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4766
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt5-13218
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt6-4064
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt7-12439
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0103949
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1379140
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2542809
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt34043881
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt4365427
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt5820127
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt6257988
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt7107204
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd6P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd7P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0RW BAIRD 2911
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1RW BAIRD 2911
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2RW BAIRD 4259
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3RW BAIRD 4259
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4RW BAIRD 4364
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5RW BAIRD 4364
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6RW BAIRD 6888
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7RW BAIRD 6888
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc8Capital Gain Dividends
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02020-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12020-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22020-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32020-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42020-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52020-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62020-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72020-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0-987000
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt016083986
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt036237
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt07981
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt039073749
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt022981782
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt039037512
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt01523854
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt01523854
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt01523854
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt01533651
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt09797
IRS990PF/DistributableAmountGrp/TotalTaxAmt09797
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt07227
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt017024
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt09797
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt07227
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt09797
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt09797
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt017024
IRS990PF/FMVAssetsEOYAmt039842358
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt073170
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0100593
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0100593
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt06372751
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt06711660
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt03412306
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01263498
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt02297
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt06434
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt05056
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt04137
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt022981782
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt022903556
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt029147725
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt031766607
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt022981782
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt039037512
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt039842358
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt022981782
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt039037512
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt022981782
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt039037512
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt031140124
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0241521
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt024044082
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0467102
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt06854521
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt01533651
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt030673022
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt031140124
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt040.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt15.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt235.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt35.50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt0198958
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt114000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt2120240
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt314000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt026267
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt126299
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0TERRI YONTZ MILLER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JASON GARSTECKI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2KATHERINE HAYES
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3JILL WOXLAND
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRES & TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2EMP & Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt026215 BIRCH BLUFF ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1415 PERSIMMON LANE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt226365 NOBLE ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt34341 ZENITH AVE SOUTH
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0EXCELSIOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1BARTLETT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2SHOREWOOD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3MINNEAPOLIS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0MN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1IL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2MN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3MN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd055331
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd160103
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd255331
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd355410
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt01844936
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt01844936
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt01844936
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0true
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$39,037,512
Liabilities
$0
Net assets
$39,037,512
Revenue
$18,062,874
Expenses
$1,978,888
Net income
$16,083,986
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$9.05$0.00$9.05$1.19$1.02$2.21
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$11.4$0.00$11.4$0.32$26.1$26.5
2022Detailed filing. Detailed filing data is available for this year.$34.0$0.00$34.0$0.62$4.92$4.30
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$38.5$0.00$38.5$2.73$3.07$0.34
2020Detailed filing. Detailed filing data is available for this year.$39.0$0.00$39.0$18.1$1.98$16.1
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$23.0$0.00$23.0$3.73$0.97$2.76
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$20.3$0.02$20.2$17.8$0.82$16.9
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.31$0.00$3.31$0.29$0.24$0.05
2016Detailed filing. Detailed filing data is available for this year.$3.27$0.00$3.27$0.97$0.13$0.84
2015Detailed filing. Detailed filing data is available for this year.$2.43$0.00$2.43$1.11$0.17$0.93
2014Detailed filing. Detailed filing data is available for this year.$1.49$0.00$1.49$0.84$0.05$0.79
2013Summary only. Only limited summary data is available for this year.$0.70$0.00$0.70$0.00$0.70