Civic Intelligence

Yontz Valor Foundation

990PF • Fiscal year 2021 • EIN 46-3402520

Jan 01, 2021 to Dec 31, 2021 • Filed on Oct 26, 2022

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.

2021 filings • $25M-$50M nonprofits • Source year 2021

Liabilities / Revenue

15th percentile

0.00x

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

2021 filings • $25M-$50M nonprofits • Source year 2021

Net Margin

12th percentile

-12%

Higher net margin than 12% of similar nonprofits.

2021 filings • $25M-$50M nonprofits • Source year 2021

Top Officer Pay

64th percentile

$265,634

Higher top officer pay than 64% of similar nonprofits.

Top officer pay equals 9.7% of source-year revenue.

2021 filings • $25M-$50M nonprofits • Source year 2021

Asset Growth

16th percentile

-1.3%

Faster asset growth than 16% of similar nonprofits.

2021 filings • $25M-$50M nonprofits • Annualized from 2020 to 2021

Revenue Growth

2nd percentile

-85%

Faster revenue growth than 2% of similar nonprofits.

2021 filings • $25M-$50M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets15th percentile

Assets

Down

$38,525,298

Down $512,214 (-1.3%) from 2020

Net Assets

Down

$38,525,298

Down $512,214 (-1.3%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue15th percentileNet Margin12th percentile

Revenue

Down

$2,730,815

Down $15,332,059 (-85%) from 2020

Expenses

Up

$3,070,185

Up $1,091,297 (+55%) from 2020

Net Income

Down

-$339,370

Down $16,423,356 (-102%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth16th 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

2021

Assets$38,525,298
Liabilities$0
Net Assets$38,525,298
Open 2021 Filing

Operations Trend

Revenue Growth2nd 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

2021

Revenue$2,730,815
Expenses$3,070,185
Net Income-$339,370
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Oct 26, 2022
Return Version
2021v4.0
Compensation and Service Providers
Top Officer Pay64th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
TERRI YONTZ MILLERPres & TrusteeFT$223,958$41,676$265,634
KATHERINE HAYESEmp & TrusteeFT$127,532$42,111$169,643
JASON GARSTECKITrusteePT$6,500-$6,500
JILL WOXLANDTrusteePT$6,500-$6,500
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
2022-10-26
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 760 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/AcquiredDt42021-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt52020-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt62021-01-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0149714
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1245565
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2368269
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt3878711
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt416216
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt5195505
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt6223777
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt033797
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt195924
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt23582
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt324362
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt4335
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt516014
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt6-223777
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt7723700
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt033797
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt195924
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt23582
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt324362
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4335
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt516014
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt6-223777
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0183511
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1341489
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2371851
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt3903073
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt416551
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt5211519
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/PropertyDesc0RW BAIRD 4259
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1RW BAIRD 4259
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2RW BAIRD 4364
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3RW BAIRD 4364
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4RW BAIRD 6888
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5RW BAIRD 6888
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc6DISPOSITION OF INTEREST IN AGGIES LLC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7Capital Gain Dividends
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02021-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12021-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22021-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32021-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42021-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52021-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62021-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0673937
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-339370
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0173315
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0471
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt038698613
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt039037512
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt038525298
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt02256138
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt02256138
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt02256138
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt02290196
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt034058
IRS990PF/DistributableAmountGrp/TotalTaxAmt034058
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt013169
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt012227
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt035000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt034058
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt013169
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt034058
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt034058
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt047227
IRS990PF/FMVAssetsEOYAmt047786455
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0100593
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0360206
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0360206
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt06372751
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt05767465
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt05888094
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt03412306
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt03412306
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01637328
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt03216
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt06434
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt04137
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt03218
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt039037512
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt038525298
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt029147725
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt028982103
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt039900827
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt039037512
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt038525298
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt047786455
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt039037512
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt038525298
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt039037512
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt038525298
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt046501434
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt0530685
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt033220422
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0697522
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt012750327
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt02290196
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt045803912
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt046501434
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/CompensationAmt0223958
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt16500
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt2127532
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt36500
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt041676
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt142111
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/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt02839675
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt02839675
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
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0true

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$38,525,298
Liabilities
$0
Net assets
$38,525,298
Revenue
$2,730,815
Expenses
$3,070,185
Net income
-$339,370
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
2021Detailed filing. Detailed filing data is available for this year.$38.5$0.00$38.5$2.73$3.07$0.34
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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