Civic Intelligence

The West Fork Foundation

990PF • Fiscal year 2019 • EIN 52-2436208

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 09, 2020

Organization Profile
1907 Knox Ave SouthMinneapolis, MN 55403

(612) 374-4766

Siviq Scores

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

Liabilities / Assets

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Net Margin

24th percentile

-11%

Higher net margin than 24% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

43rd percentile

$0

Higher top officer pay than 43% of similar nonprofits.

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Asset Growth

36th percentile

-0.9%

Faster asset growth than 36% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

19th percentile

-18%

Faster revenue growth than 19% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets29th percentile

Assets

Down

$1,305,535

Down $11,580 (-0.9%) from 2018

Net Assets

Down

$1,305,535

Down $11,580 (-0.9%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin24th percentile

Revenue

Down

$107,645

Down $24,207 (-18%) from 2018

Expenses

Down

$119,225

Down $19,802 (-14%) from 2018

Net Income

Down

-$11,580

Down $4,405 (-61%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth36th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $885,263Liabilities 2011: $0Net Assets 2011: $885,2632011Assets 2012: $839,516Liabilities 2012: $0Net Assets 2012: $839,5162012Assets 2013: $820,337Liabilities 2013: $0Net Assets 2013: $820,3372013Assets 2014: $805,536Liabilities 2014: $0Net Assets 2014: $805,5362014Assets 2015: $811,954Liabilities 2015: $0Net Assets 2015: $811,9542015Assets 2016: $784,715Liabilities 2016: $0Net Assets 2016: $784,7152016Assets 2017: $1,252,992Liabilities 2017: $0Net Assets 2017: $1,252,9922017Assets 2018: $1,317,115Liabilities 2018: $0Net Assets 2018: $1,317,1152018Assets 2019: $1,305,535Liabilities 2019: $0Net Assets 2019: $1,305,5352019Assets 2020: $1,298,005Liabilities 2020: $0Net Assets 2020: $1,298,0052020Assets 2021: $1,436,825Liabilities 2021: $0Net Assets 2021: $1,436,8252021Assets 2022: $1,432,567Liabilities 2022: $0Net Assets 2022: $1,432,5672022Assets 2023: $1,458,117Liabilities 2023: $0Net Assets 2023: $1,458,1172023Assets 2024: $1,517,640Liabilities 2024: $0Net Assets 2024: $1,517,6402024

Highlighted filing

2019

Assets$1,305,535
Liabilities$0
Net Assets$1,305,535
Open 2019 Filing

Operations Trend

Revenue Growth19th percentile

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

$1.5M$1.0M$500K$0-$500KExpenses 2011: $72,7722011Expenses 2012: $71,4172012Revenue 2013: $52,096Expenses 2013: $71,275Net Income 2013: -$19,1792013Revenue 2014: $88,004Expenses 2014: $102,805Net Income 2014: -$14,8012014Revenue 2015: $74,285Expenses 2015: $67,867Net Income 2015: $6,4182015Revenue 2016: $65,890Expenses 2016: $93,129Net Income 2016: -$27,2392016Revenue 2017: $1,086,705Expenses 2017: $121,247Net Income 2017: $965,4582017Revenue 2018: $131,852Expenses 2018: $139,027Net Income 2018: -$7,1752018Revenue 2019: $107,645Expenses 2019: $119,225Net Income 2019: -$11,5802019Revenue 2020: $80,910Expenses 2020: $88,440Net Income 2020: -$7,5302020Revenue 2021: $203,820Expenses 2021: $65,000Net Income 2021: $138,8202021Revenue 2022: $64,236Expenses 2022: $68,494Net Income 2022: -$4,2582022Revenue 2023: $93,074Expenses 2023: $67,524Net Income 2023: $25,5502023Revenue 2024: $224,548Expenses 2024: $165,025Net Income 2024: $59,5232024

Highlighted filing

2019

Revenue$107,645
Expenses$119,225
Net Income-$11,580
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 9, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay43rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SARA L DONALDSONPresident-$0--
JOHN A DONALDSONTreasurer-$0--
SAMUEL C DONALDSONDirector-$0--
LUCY SNAZADirector-$0--
WILLIAM DONALDSONDirector-$0--
Filing and Contact Details

Filer

Filer Name
The West Fork Foundation
EIN
52-2436208
Phone
6123744766
Address
1907 KNOX AVE SOUTH, MINNEAPOLIS, MN 55403

Signing Officer

Name
Sara L Donaldson
Title
President
Phone
6123744766
Signed
2020-11-09
Discuss with paid preparer
Yes

Preparer

Firm
Rsm US Llp
Address
801 NICOLLET MALL WEST TOWER STE, 1100, MINNEAPOLIS, MN 55402-2526
Preparer
Kacie Mcewen
Phone
6123324300
Raw XML Appendix362 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/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt01076
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt02028479
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt02056778
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt01878026
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0891786
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0983674
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt01020174
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0115025
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.386259
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0115025
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0115025
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0115025
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0SARA DONALDSON
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01907 KNOX AVENUE SOUTH
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0MINNEAPOLIS
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MN
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd055403
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MN
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum06123744766
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0SARA L DONALDSON
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm1JOHN A DONALDSON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0115000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0PROGRAM SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0PROJECT SUCCESS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01 GROVELAND TERRACE STE 300
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0MINNEAPOLIS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0MN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd055403
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0115000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt099271
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt099271
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt015436
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt038477
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt046605
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt017815
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt051134
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt051134
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0134087
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt015754
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt015436
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt038477
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt046605
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt017815
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0115025
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt015754
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0185221
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0169467
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0MINNESOTA ATTORNEY GENERAL FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt025
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt025
TaxesSchedule/TaxesDetail/Amt04200
TaxesSchedule/TaxesDetail/CategoryTxt02018 EXTENSION TAX PAYMENT
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0SARA L DONALDSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06123744766
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE WEST FORK FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0WEST
ReturnHeader/Filer/EIN0522436208
ReturnHeader/Filer/PhoneNum06123744766
ReturnHeader/Filer/USAddress/AddressLine1Txt01907 KNOX AVE SOUTH
ReturnHeader/Filer/USAddress/CityNm0MINNEAPOLIS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MN
ReturnHeader/Filer/USAddress/ZIPCd055403
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId003529DF6567CFB0D20C3C8C4F0F8DA9C5BDC3671
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt068.47.31.197
ReturnHeader/FilingSecurityInformation/IPDt02020-11-09
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm010:46:11
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0420714325
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RSM US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0801 NICOLLET MALL WEST TOWER STE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine2Txt01100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MINNEAPOLIS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0554022526
ReturnHeader/PreparerPersonGrp/PhoneNum06123324300
ReturnHeader/PreparerPersonGrp/PreparationDt02020-11-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KACIE MCEWEN
ReturnHeader/ReturnTs02020-11-09T17:24:35-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,305,535
Liabilities
$0
Net assets
$1,305,535
Revenue
$107,645
Expenses
$119,225
Net income
-$11,580
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.52$0.00$1.52$0.22$0.17$0.06
2023Detailed filing. Detailed filing data is available for this year.$1.46$0.00$1.46$0.09$0.07$0.03
2022Detailed filing. Detailed filing data is available for this year.$1.43$0.00$1.43$0.06$0.07$0.00
2021Detailed filing. Detailed filing data is available for this year.$1.44$0.00$1.44$0.20$0.07$0.14
2020Detailed filing. Detailed filing data is available for this year.$1.30$0.00$1.30$0.08$0.09$0.01
2019Detailed filing. Detailed filing data is available for this year.$1.31$0.00$1.31$0.11$0.12$0.01
2018Detailed filing. Detailed filing data is available for this year.$1.32$0.00$1.32$0.13$0.14$0.01
2017Detailed filing. Detailed filing data is available for this year.$1.25$0.00$1.25$1.09$0.12$0.97
2016Detailed filing. Detailed filing data is available for this year.$0.78$0.00$0.78$0.07$0.09$0.03
2015Detailed filing. Detailed filing data is available for this year.$0.81$0.00$0.81$0.07$0.07$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.81$0.00$0.81$0.09$0.10$0.01
2013Detailed filing. Detailed filing data is available for this year.$0.82$0.00$0.82$0.05$0.07$0.02
2012Detailed filing. Detailed filing data is available for this year.$0.84$0.00$0.84$0.07
2011Detailed filing. Detailed filing data is available for this year.$0.89$0.00$0.89$0.07