Civic Intelligence

Inspired Investment Leadership

EIN 47-4229930 • North Oaks, MN

29 Pine RoadNorth Oaks, MN 55127
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

16th percentile

0.00x

Higher debt load relative to assets than 16% of similar nonprofits.

$25M-$50M nonprofits • Source year 2024

Liabilities / Revenue

17th percentile

0.00x

Higher debt load relative to revenue than 17% of similar nonprofits.

$25M-$50M nonprofits • Source year 2024

Net Margin

97th percentile

94%

Higher net margin than 97% of similar nonprofits.

$25M-$50M nonprofits • Source year 2024

Top Officer Pay

29th percentile

$124,800

Higher top officer pay than 29% of similar nonprofits.

Top officer pay equals 0.7% of source-year revenue.

$25M-$50M nonprofits • Source year 2024

Asset Growth

94th percentile

47%

Faster asset growth than 94% of similar nonprofits.

$25M-$50M nonprofits • Annualized from 2023 to 2024

Revenue Growth

99th percentile

1947%

Faster revenue growth than 99% of similar nonprofits.

$25M-$50M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets16th percentile

Assets

Up

$32,514,979

Up $7,653,674 (+31%) from 2022

Liabilities

Up

$2,863

Up $1,470 (+106%) from 2022

Net Assets

-

No earlier filing loaded for comparison.

Operations
Liabilities / Revenue17th percentileNet Margin97th percentile

Revenue

Up

$866,083

Up $285,906 (+49%) from 2022

Expenses

Down

$465,906

Down $286,872 (-38%) from 2022

Net Income

Up

$400,177

Up $572,778 (+332%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth94th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$40M$30M$20M$10M$0Assets 2015: $0Liabilities 2015: $0Net Assets 2015: $02015Assets 2016: $1,091,520Liabilities 2016: $538Net Assets 2016: $1,090,9822016Assets 2017: $3,668,741Liabilities 2017: $85Net Assets 2017: $3,668,6562017Assets 2018: $5,324,932Liabilities 2018: $966Net Assets 2018: $5,323,9662018Assets 2019: $10,263,630Liabilities 2019: $300Net Assets 2019: $10,263,3302019Assets 2020: $17,944,928Liabilities 2020: $202Net Assets 2020: $17,944,7262020Assets 2021: $31,094,466Liabilities 2021: $1,297Net Assets 2021: $31,093,1692021Assets 2022: $24,861,305Liabilities 2022: $1,393Net Assets 2022: $24,859,9122022Assets 2023: $32,514,979Liabilities 2023: $2,8632023

Highlighted filing

2023

Assets$32,514,979
Liabilities$2,863
Net Assets-
Open 2023 Filing

Operations Trend

Revenue Growth99th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$15M$10M$5.0M$0-$5.0MRevenue 2015: $0Expenses 2015: $0Net Income 2015: $02015Revenue 2016: $1,400,124Expenses 2016: $306,844Net Income 2016: $1,093,2802016Revenue 2017: $3,162,586Expenses 2017: $693,454Net Income 2017: $2,469,1322017Revenue 2018: $2,761,876Expenses 2018: $726,359Net Income 2018: $2,035,5172018Revenue 2019: $4,288,485Expenses 2019: $314,147Net Income 2019: $3,974,3382019Revenue 2020: $6,814,290Expenses 2020: $339,438Net Income 2020: $6,474,8522020Revenue 2021: $14,416,010Expenses 2021: $324,862Net Income 2021: $14,091,1482021Revenue 2022: $580,177Expenses 2022: $752,778Net Income 2022: -$172,6012022Revenue 2023: $866,083Expenses 2023: $465,906Net Income 2023: $400,1772023

Highlighted filing

2023

Revenue$866,083
Expenses$465,906
Net Income$400,177
Open 2023 Filing

Filings

Most recent year

2023 • Form 990PFSummary only. Only limited summary data is available for this year.

Open filing
Assets
$32,514,979
Liabilities
$2,863
Net assets
-
Revenue
$866,083
Expenses
$465,906
Net income
$400,177
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$32.5$0.00$0.87$0.47$0.40
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$24.9$0.00$24.9$0.58$0.75$0.17
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$31.1$0.00$31.1$14.4$0.32$14.1
2020Detailed filing. Detailed filing data is available for this year.$17.9$0.00$17.9$6.81$0.34$6.47
2019Detailed filing. Detailed filing data is available for this year.$10.3$0.00$10.3$4.29$0.31$3.97
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5.32$0.00$5.32$2.76$0.73$2.04
2017Detailed filing. Detailed filing data is available for this year.$3.67$0.00$3.67$3.16$0.69$2.47
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.09$0.00$1.09$1.40$0.31$1.09
2015Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00
Latest Detailed Filing

The latest 2023 filing currently has summary financial data only. Showing the latest detailed filing from 2020 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 5, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay29th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PAULA MILLERExecutive DirectorFT$92,867-$92,867
FREDERICK K MARTINPresident/Treasurer/CEO/Chair-$0--
DUDLEY RYANDirector-$0--
MARK L MELCHERDirector-$0--
ANDREW CURRIESecretary/Director-$0--
JAMES WAREDirector-$0--
Filing and Contact Details

Filer

Filer Name
Inspired Investment Leadership
EIN
47-4229930
Phone
6129657858
Address
29 PINE ROAD, NORTH OAKS, MN 55127

Signing Officer

Name
Paula J Miller
Title
Executive Director
Phone
6129657858
Signed
2021-05-05
Discuss with paid preparer
Yes

Preparer

Firm
Cliftonlarsonallen Llp
Address
220 S 6TH STREET SUITE 300, MINNEAPOLIS, MN 55402
Preparer
John Tauer
Phone
6123764500
Raw XML Appendix396 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.

Path#Value
AccountingFeesSchedule/AccountingFeesDetail/Amt02876
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0PROFESSIONAL FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt02876
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt017915667
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0DISCIPLINED GROWTH INVESTORS FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt017915667
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd0FMV
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt078910
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt01083252
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt0128
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/ProgramServiceRevPartVIIGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt01162290
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt01162290
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt02876
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt02876
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt01083252
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt092867
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt092867
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt05652000
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt07910
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt078910
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt078910
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt06474852
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01269134
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0128
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0128
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt01083252
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt01162290
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt092866
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnssAmt092866
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0111531
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0111531
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftDsbrsChrtblAmt016100
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnssAmt016100
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt08173
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0323355
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0339438
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt01162290
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt06814290
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0323355
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0339438
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt07115
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt07115
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0185882
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt01083252
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt01083252
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt01269134
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0DGI INVESTORS FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt01083252
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt06474852
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt01206544
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt017944726
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt010263330
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt017944726
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0678155
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0678155
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0678155
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0694311
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt016156
IRS990PF/DistributableAmountGrp/TotalTaxAmt016156
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt05800
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExemptFrgnOrgTaxWthldAtSrceAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt016156
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt016156
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt016156
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt010356
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt05800
IRS990PF/FMVAssetsEOYAmt017944928
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableBOYAmt0300
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt0202
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0102166
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt024715
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt024715
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt024307
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt026944
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt010547
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt02637
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt02637
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt010263330
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt017944726
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt010149011
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt017915667
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt017915667
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt01906
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt01909
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt01909
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt010263630
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt017944928
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt017944928
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt0300
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt0202
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt010263630
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IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt010263330
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IRS990PF/MethodOfAccountingAccrualInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt014032339
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt0211465
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
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IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt013886222
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt014097687
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/ExpenseAccountAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/PersonNm0JAMIE L BERGELAND
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/TitleTxt0PROGRAM
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/AddressLine1Txt04529 VICTOR PATH 10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/CityNm0HUGO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationHighestPaidEmplGrp/USAddress/StateAbbreviationCd0MN
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/AddressLine1Txt047684 CEDARCREST TRAIL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompensationOfHghstPdCntrctGrp/USAddress/CityNm0RUSH CITY
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt592867
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0FREDERICK K MARTIN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1DUDLEY RYAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2MARK L MELCHER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3ANDREW CURRIE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4JAMES WARE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm5PAULA MILLER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0PRESIDENT/TREASURER/CEO/CHAIR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3SECRETARY/DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt5EXECUTIVE DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt029 PINE ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt11151 DUNBAR WAY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt28563 SENEDO ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt38700 LUNSKI LANE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt44122 THREE LAKES DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt57461 CLEADIS WAY
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2MOUNT JACKSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3EDEN PRAIRIE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm5INVER GROVE HEIGHTS
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IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0323355
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IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd01
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IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
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IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt029 PINE ROAD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0NORTH OAKS
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IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0THE FOUNDATION
IRS990PF/StatementsRegardingActyGrp/PhoneNum06129657858
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
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IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0PROVISION OF EDUCATION AND TRAINING WITH THE PURPOSE OF EDUCATING THE GENERAL PUBLIC ON THE BASICS OF INVESTMENTS. WE STRIVE TO EMPOWER INDIVIDUALS WITH THE TOOLS THEY NEED TO BETTER PROTECT THEMSELVES ADN TAKE GREATER OWNERSHIP OF THEIR INVESTMENTS. DURING 2020 COVID SLOWED SOME OF THE ACTIVITIES. WE CONTINUED TO WORK ON A FOUR-SESSION COURSE COVERING THE FOLLOWING TOPICS: KEY CONCEPTS, KILLER MISTAKES, ANNUAL INVESTMENT PHYSICAL AND NEXT STEPS. WE ARE CURRENTLY WORKING WITH PROFESSIONALS IN CURRICULUM AND VIDEO DESIGN AS WE COMPLETE COURSE CREATION. WE ARE ALSO DEVELOPING AN ELECTRONIC TOOL WHICH MAKES THE ANNUAL INVESTMENT PHYSICAL A REALLY SIMPLE PROCESS. WE HOPE TO BRING BACK CONFERENCES IN 2022.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt0323355
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0FREDERICK K MARTIN
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IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0323355
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IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0678155
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0633064
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0325027
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IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt01145916
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IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0FREDERICK K MARTIN
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd055127
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IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt05652000
IRS990ScheduleB/GeneralRuleInd0X
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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0ADVERTISING & PROMOTIONAL
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OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt079552
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1971
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt2236
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt3119
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt41307
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt519145
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt6745
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt72456
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt87000
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt40
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt50
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt60
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt70
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt80
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt079552
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1971
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2236
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3119
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt41307
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt519145
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt6745
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt72456
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt87000
OtherIncreasesSchedule/OtherIncreasesDetail/Amt01206544
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0UNREALIZED GAIN ON INVESTMENTS
TaxesSchedule/TaxesDetail/Amt08173
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0PAULA J MILLER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum06129657858
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-05-05
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0INSPIRED INVESTMENT LEADERSHIP
ReturnHeader/Filer/BusinessNameControlTxt0INSP
ReturnHeader/Filer/EIN0474229930
ReturnHeader/Filer/PhoneNum06129657858
ReturnHeader/Filer/USAddress/AddressLine1Txt029 PINE ROAD
ReturnHeader/Filer/USAddress/CityNm0NORTH OAKS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MN
ReturnHeader/Filer/USAddress/ZIPCd055127
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0410746749
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CLIFTONLARSONALLEN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0220 S 6TH STREET SUITE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MINNEAPOLIS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd055402
ReturnHeader/PreparerPersonGrp/PhoneNum06123764500
ReturnHeader/PreparerPersonGrp/PreparationDt02021-05-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN TAUER
ReturnHeader/ReturnTs02021-05-10T08:00:44-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0PAULA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MILLER
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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