Civic Intelligence

The West Fork Foundation

990PF • Fiscal year 2022 • EIN 52-2436208

Jan 01, 2022 to Dec 31, 2022 • Filed on May 07, 2023

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

31st percentile

0.00x

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

29th percentile

0.00x

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Net Margin

29th percentile

-6.6%

Higher net margin than 29% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Asset Growth

49th percentile

-0.3%

Faster asset growth than 49% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

7th percentile

-68%

Faster revenue growth than 7% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets31st percentile

Assets

Down

$1,432,567

Down $4,258 (-0.3%) from 2021

Net Assets

Down

$1,432,567

Down $4,258 (-0.3%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin29th percentile

Revenue

Down

$64,236

Down $139,584 (-68%) from 2021

Expenses

Up

$68,494

Up $3,494 (+5.4%) from 2021

Net Income

Down

-$4,258

Down $143,078 (-103%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth49th 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

2022

Assets$1,432,567
Liabilities$0
Net Assets$1,432,567
Open 2022 Filing

Operations Trend

Revenue Growth7th 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

2022

Revenue$64,236
Expenses$68,494
Net Income-$4,258
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 7, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay46th 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
2023-05-07
Discuss with paid preparer
Yes

Preparer

Firm
Rsm US Llp
Address
227 WEST FIRST STREET SUITE 700, DULUTH, MN 55802
Preparer
Julie Boyer
Phone
2187275025
Raw XML Appendix329 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/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
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0MINNEAPOLIS
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd055403
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0MN
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
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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
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
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IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt065000
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/AppliedToCurrentYearAmt066772
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0109615
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt042843
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt015754
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt015436
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt020169
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt042843
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt08516
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt08516
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt066772
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt08516
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt051359
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0MINNESOTA ATTORNEY GENERAL FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt050
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt050
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0SARA L DONALDSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum06123744766
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-07
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/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0420714325
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RSM US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0227 WEST FIRST STREET SUITE 700
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DULUTH
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd055802
ReturnHeader/PreparerPersonGrp/PhoneNum02187275025
ReturnHeader/PreparerPersonGrp/PreparationDt02023-05-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JULIE BOYER
ReturnHeader/ReturnTs02023-05-08T16:18:03-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0SARA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0DONALDSON
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,432,567
Liabilities
$0
Net assets
$1,432,567
Revenue
$64,236
Expenses
$68,494
Net income
-$4,258
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