Civic Intelligence

Upper Midwest Scholarship Fund

990PF • Fiscal year 2020 • EIN 47-4236542

Jul 01, 2019 to Jun 30, 2020 • Filed on Oct 22, 2020

Organization Profile
10 MerilaneEdina, MN 55436

(952) 944-8284

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

56th percentile

7.9%

Higher net margin than 56% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

68th percentile

15%

Faster asset growth than 68% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

45th percentile

-18%

Faster revenue growth than 45% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$17,842

Up $2,386 (+15%) from 2019

Net Assets

Up

$17,842

Up $2,386 (+15%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin56th percentile

Revenue

Down

$30,047

Down $6,775 (-18%) from 2019

Expenses

Up

$27,661

Up $2,844 (+11%) from 2019

Net Income

Down

$2,386

Down $9,619 (-80%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth68th percentile

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

$40K$30K$20K$10K$0Assets 2018: $3,451Liabilities 2018: $0Net Assets 2018: $3,4512018Assets 2019: $15,456Liabilities 2019: $0Net Assets 2019: $15,4562019Assets 2020: $17,842Liabilities 2020: $0Net Assets 2020: $17,8422020Assets 2021: $39,320Liabilities 2021: $0Net Assets 2021: $39,3202021Assets 2022: $2,075Liabilities 2022: $0Net Assets 2022: $2,0752022Assets 2023: $295Liabilities 2023: $0Net Assets 2023: $2952023Assets 2024: $0Liabilities 2024: $0Net Assets 2024: $02024

Highlighted filing

2020

Assets$17,842
Liabilities$0
Net Assets$17,842
Open 2020 Filing

Operations Trend

Revenue Growth45th percentile

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

$100K$50K$0-$50KRevenue 2018: $3,871Expenses 2018: $1,303Net Income 2018: $2,5682018Revenue 2019: $36,822Expenses 2019: $24,817Net Income 2019: $12,0052019Revenue 2020: $30,047Expenses 2020: $27,661Net Income 2020: $2,3862020Revenue 2021: $23,214Expenses 2021: $1,736Net Income 2021: $21,4782021Revenue 2022: $24,000Expenses 2022: $61,245Net Income 2022: -$37,2452022Revenue 2023: $13,780Expenses 2023: $15,560Net Income 2023: -$1,7802023Revenue 2024: $2,172Expenses 2024: $2,467Net Income 2024: -$2952024

Highlighted filing

2020

Revenue$30,047
Expenses$27,661
Net Income$2,386
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Oct 22, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PATRICK CRONINPresident-$0--
Filing and Contact Details

Filer

Filer Name
Upper Midwest Scholarship Fund
EIN
47-4236542
Phone
9529448284
Address
10 MERILANE, EDINA, MN 55436

Signing Officer

Name
Patrick Cronin
Title
President
Phone
9529448284
Signed
2020-10-22
Discuss with paid preparer
Yes

Preparer

Firm
Copeland Buhl & Company Pllp
Address
800 EAST WAYZATA BOULEVARD STE 300, WAYZATA, MN 55391-1766
Preparer
David Niemela
Phone
9524767100
Raw XML Appendix312 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/StatementsRegardingActy4720Grp/BusinessHoldingsInd01
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IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt0RICHARDSON FAMILY FUND
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt1THE DALTON II TRUST UA DATED JUNE 10 2009
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine1Txt2PAT AND MOLLY CRONIN
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt16501 HAROLD WOODS LANE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt210 MERILANE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0MINNEAPOLIS
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd155436
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd255436
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd1X
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd2X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt010000
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt110000
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt210000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0NONDEDUCTIBLE EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1MN FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt125
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt2100
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt048
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt125
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2100
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt047
OtherIncomeSchedule2/OtherIncomeDetail/Desc0INCOME FROM S CORPORATION
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt047
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt047
TaxesSchedule/TaxesDetail/Amt054
TaxesSchedule/TaxesDetail/CategoryTxt0TAXES AND LICENSES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt050
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0PATRICK CRONIN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum09529448284
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-10-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0UPPER MIDWEST SCHOLARSHIP FUND
ReturnHeader/Filer/BusinessNameControlTxt0UPPE
ReturnHeader/Filer/EIN0474236542
ReturnHeader/Filer/PhoneNum09529448284
ReturnHeader/Filer/USAddress/AddressLine1Txt010 MERILANE
ReturnHeader/Filer/USAddress/CityNm0EDINA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MN
ReturnHeader/Filer/USAddress/ZIPCd055436
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0A6846D97DF55CE54E8FB16D18A1A01569F4DD5A0
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0296B88D8FDD8C6F18A9C5C0B06EB07F74BFC9F22
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0107.167.213.2
ReturnHeader/FilingSecurityInformation/IPDt02020-10-22
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm008:03:24
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0411292716
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0COPELAND BUHL & COMPANY PLLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0800 EAST WAYZATA BOULEVARD STE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WAYZATA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0553911766
ReturnHeader/PreparerPersonGrp/PhoneNum09524767100
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID NIEMELA
ReturnHeader/ReturnTs02020-11-13T14:38:07-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$17,842
Liabilities
$0
Net assets
$17,842
Revenue
$30,047
Expenses
$27,661
Net income
$2,386
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$2.17$2.47$0.30
2023Detailed filing. Detailed filing data is available for this year.$0.30$0.00$0.30$13.8$15.6$1.78
2022Detailed filing. Detailed filing data is available for this year.$2.08$0.00$2.08$24.0$61.2$37.2
2021Detailed filing. Detailed filing data is available for this year.$39.3$0.00$39.3$23.2$1.74$21.5
2020Detailed filing. Detailed filing data is available for this year.$17.8$0.00$17.8$30.0$27.7$2.39
2019Detailed filing. Detailed filing data is available for this year.$15.5$0.00$15.5$36.8$24.8$12.0
2018Detailed filing. Detailed filing data is available for this year.$3.45$0.00$3.45$3.87$1.30$2.57