Civic Intelligence

Austin Area Foundation

990 • Fiscal year 2022 • EIN 58-2671449

Jan 01, 2022 to Dec 31, 2022 • Filed on Nov 14, 2023

Organization ProfileWWW.AUSTINAREAFOUNDATION.ORG
110 1st Ave SE PO Box 6Austin, MN 55912

(507) 434-7494

Siviq Scores

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

Liabilities / Assets

17th percentile

0.00x

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

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

17th percentile

0.00x

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

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Net Margin

89th percentile

49%

Higher net margin than 89% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

44th percentile

$33,293

Higher top officer pay than 44% of similar nonprofits.

Top officer pay equals 4.3% of source-year revenue.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Asset Growth

54th percentile

3.0%

Faster asset growth than 54% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

27th percentile

-9.9%

Faster revenue growth than 27% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets17th percentile

Assets

Up

$2,959,445

Up $87,139 (+3.0%) from 2021

Net Assets

Up

$2,959,445

Up $87,139 (+3.0%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin89th percentile

Revenue

Down

$781,113

Down $86,009 (-9.9%) from 2021

Expenses

Up

$394,881

Up $125,581 (+47%) from 2021

Net Income

Down

$386,232

Down $211,590 (-35%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth54th percentile

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

$6.0M$4.0M$2.0M$0Assets 2010: $525,422Liabilities 2010: $0Net Assets 2010: $525,4222010Assets 2011: $537,646Liabilities 2011: $0Net Assets 2011: $537,6462011Assets 2012: $621,163Liabilities 2012: $0Net Assets 2012: $621,1632012Assets 2013: $814,705Liabilities 2013: $0Net Assets 2013: $814,7052013Assets 2014: $802,757Liabilities 2014: $0Net Assets 2014: $802,7572014Assets 2015: $896,068Liabilities 2015: $0Net Assets 2015: $896,0682015Assets 2016: $1,022,161Liabilities 2016: $0Net Assets 2016: $1,022,1612016Assets 2017: $1,605,205Liabilities 2017: $0Net Assets 2017: $1,605,2052017Assets 2018: $1,639,588Liabilities 2018: $0Net Assets 2018: $1,639,5882018Assets 2019: $1,909,468Liabilities 2019: $0Net Assets 2019: $1,909,4682019Assets 2020: $2,097,896Liabilities 2020: $0Net Assets 2020: $2,097,8962020Assets 2021: $2,872,306Liabilities 2021: $0Net Assets 2021: $2,872,3062021Assets 2022: $2,959,445Liabilities 2022: $0Net Assets 2022: $2,959,4452022Assets 2023: $3,347,359Liabilities 2023: $0Net Assets 2023: $3,347,3592023Assets 2024: $4,042,463Liabilities 2024: $0Net Assets 2024: $4,042,4632024

Highlighted filing

2022

Assets$2,959,445
Liabilities$0
Net Assets$2,959,445
Open 2022 Filing

Operations Trend

Revenue Growth27th percentile

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

$1.0M$500K$0Expenses 2010: $297,6842010Revenue 2011: $114,987Expenses 2011: $90,027Net Income 2011: $24,9602011Revenue 2012: $114,945Expenses 2012: $57,683Net Income 2012: $57,2622012Revenue 2013: $189,567Expenses 2013: $40,844Net Income 2013: $148,7232013Revenue 2014: $464,859Expenses 2014: $463,208Net Income 2014: $1,6512014Revenue 2015: $303,960Expenses 2015: $159,082Net Income 2015: $144,8782015Revenue 2016: $243,137Expenses 2016: $162,187Net Income 2016: $80,9502016Revenue 2017: $641,734Expenses 2017: $137,177Net Income 2017: $504,5572017Revenue 2018: $229,288Expenses 2018: $105,300Net Income 2018: $123,9882018Revenue 2019: $237,663Expenses 2019: $165,574Net Income 2019: $72,0892019Revenue 2020: $239,741Expenses 2020: $182,521Net Income 2020: $57,2202020Revenue 2021: $867,122Expenses 2021: $269,300Net Income 2021: $597,8222021Revenue 2022: $781,113Expenses 2022: $394,881Net Income 2022: $386,2322022Revenue 2023: $459,905Expenses 2023: $305,843Net Income 2023: $154,0622023Revenue 2024: $940,993Expenses 2024: $479,732Net Income 2024: $461,2612024

Highlighted filing

2022

Revenue$781,113
Expenses$394,881
Net Income$386,232
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
Nov 14, 2023
Return Version
2022v5.0
Gross Receipts
$787,399
Mission and Program Overview

Mission

To help maintain and enhance the quality of life in the austin area.

Support nonprofit organizations by managing & distributing charitable gifts

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,728,037$1,800,865▲ $72,828
Savings and Temporary Cash Investments$590,282$746,595▲ $156,313
Land, Buildings, and Equipment, Net$379,000$379,000→ $0
Cash and Non-Interest-Bearing Accounts$174,987$32,985▼ $142,002
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$2,872,306$2,959,445▲ $87,139
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets With Donor Restrictions$2,857,839$2,712,727▼ $145,112
Net Assets Without Donor Restrictions$14,467$246,718▲ $232,251
Total Net Assets Fund Balance$2,872,306$2,959,445▲ $87,139
Total Liabilities and Net Assets / Fund Balance$2,872,306$2,959,445▲ $87,139

Asset Categories

AssetBook ValueDepreciationBasis
Land$379,000--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2022$1,849,855$301,992▼ $299,952-$1,835,215
2021$1,488,212$123,552▲ $279,374-$1,849,855
2020$1,286,708$52,935▲ $188,442-$1,488,212
2019$1,043,916$50,036▲ $245,043-$1,286,708
2018$1,028,356$94,569▼ $32,151-$1,043,916
Compensation and Service Providers
Top Officer Pay44th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Stephen BarrettExecutive DirectorFT$33,293$33,293

Board Members and Trustees

NameTitle
Taggert MedgaardenPresident
George BrophyVice President
Belita SchindlerTrustee
Catherine HaslagTrustee
Darrell IngvaldsonTrustee
Fred BogottTrustee
Gail DenisonTrustee
Isaac GormanTrustee
Jeanne PoppeTrustee
Lee BjorndalTrustee
Mark OuradaTrustee
Mary Anne WoleskyTrustee
Mike RuzekTrustee
Pierre LillyTrustee
Shari MasonTrustee
Tom WuertzTrustee
Peggy BenzkoferSecretary
Ron WalthTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$655,386
Program Service Revenue
$0
Investment Income
$72,276
Other Revenue
$53,451
All Other Contributions
$655,386
Change in Net Assets
$386,232

Audited Revenue Reconciliation

Revenue per Audited Statements
$781,113
Revenue Not Reported on Form 990
$-299,093
Total Revenue per Audited Statements
$482,020
Total Revenue per Form 990
$781,113
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$297,230
Other Expenses$61,410
Salaries, Compensation, and Employee Benefits$36,241
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$297,230--$297,230
Current Officers, Directors, Trustees, and Key Employees$29,964$3,329-$33,293
Occupancy$11,726$1,303-$13,029
Fees for Services Accounting-$8,445-$8,445
Fees for Service Investment Mgmnt Fees$5,098--$5,098
Office Expenses$4,020$585-$4,605
Payroll Taxes$2,653$295-$2,948
Insurance-$2,282-$2,282
Information Technology$935--$935
Advertising$750--$750
Other Expenses$658$73-$731
Conferences and Meetings-$135-$135
Total Functional Expenses$376,518$18,363$0$394,881

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$394,881
Total Expenses per Audited Statements$394,881
Total Expenses per Form 990$394,881
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Friends of the Hormel NatureAustin, MN--$25,000
Mower County HistoricalAustin, MN--$25,000
St Olaf Church FoundationAustin, MN--$25,000
Life Mower CountyAustin, MN--$16,110
City of Austin Park & RecAustin, MN--$5,780
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$36,788
Fundraising Direct Expenses$6,286
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Fundraising$36,788$36,788$6,286$30,502
Total Events$36,788$36,788$6,286$30,502
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“Organization's process to review form 990 at the time that the board approves a resolution of the filing of the 990, the board treasurer will inform the board that if anyone wants a copy, one will be provided or they may stop in the office to see/read it accordingly.”

Form 990, Part VI, Section B, Line 12C

“Enforcement of conflicts policy. A confidentiality and conflict of interest policy form is provided annually to all trustees for the foundation to be completed and kept on file. The policy states that trustees are responsible for disclosing any conflicts of interest in writing to the board of trustees, and a disclosure should be made annually in regard to each conflict. The policy applies to each trustee, their immediate family members and close relatives. Any person making a disclosure should abstain themselves from the vote on that particular grant or transaction.”

Form 990, Part VI, Section B, Line 15A

“Compensation process for top official industry compensation comparisons are reviewed. Trustees vote to approve compensation.”

Form 990, Part VI, Section B, Line 15B

“Compensation process for officers industry compensation comparisons are reviewed. Trustees vote to approve all compensation.”

Form 990, Part VI, Section C, Line 19

“Governing documents disclosure explanation the foundation's governing documents, conflict of interest policy and financial statements are available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Austin Area Foundation
EIN
58-2671449
Phone
5074347494
Address
110 1ST AVE SE PO BOX 6, AUSTIN, MN 55912

Signing Officer

Name
Ronald Walth
Title
Treasurer
Signed
2023-11-14
Discuss with paid preparer
Yes

Organization Details

Voting Board Members
18
Independent Board Members
18
Employees
1
Volunteers
18

Preparer

Firm
Accurant LLC
Address
10700 Normandale Blvd Suite 202, Bloomington, MN 55437
Preparer
Isaac Gorman
Phone
6122329380
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IRS990/Form990PartVIISectionAGrp/TitleTxt0EXECUTIVE DIR.
IRS990/Form990PartVIISectionAGrp/TitleTxt1PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt2VICE PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt3SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt4TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt5TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt6TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt7TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt8TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt9TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt10TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt11TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt12TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt13TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt14TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt15TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt16TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt17TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt18TRUSTEE
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IRS990/FSAuditedInd0true
IRS990/FundraisingActivitiesInd0true
IRS990/FundraisingDirectExpensesAmt06286
IRS990/FundraisingGrossIncomeAmt036788
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IRS990/GrossRentsGrp/RealAmt010627
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IRS990/IncludeFIN48FootnoteInd0false
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IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
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IRS990/InformationTechnologyGrp/TotalAmt0935
IRS990/InsuranceGrp/ManagementAndGeneralAmt02282
IRS990/InsuranceGrp/TotalAmt02282
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IRS990/InterestGrp/TotalAmt00
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IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt072276
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IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0SUPPORT NONPROFIT ORGANIZATIONS BY MANAGING & DISTRIBUTING CHARITABLE GIFTS
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IRS990/MoreThan5000KToOrgInd0false
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IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
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IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt010627
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IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/ManagementAndGeneralAmt01303
IRS990/OccupancyGrp/ProgramServicesAmt011726
IRS990/OccupancyGrp/TotalAmt013029
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0585
IRS990/OfficeExpensesGrp/ProgramServicesAmt04020
IRS990/OfficeExpensesGrp/TotalAmt04605
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0PROGRAM SUPPLIES
IRS990/OtherExpensesGrp/Desc1DUES AND FEES
IRS990/OtherExpensesGrp/Desc2Printing and Publications
IRS990/OtherExpensesGrp/Desc3TELEPHONE & INTERNET
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt01326
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1590
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt273
IRS990/OtherExpensesGrp/ProgramServicesAmt011931
IRS990/OtherExpensesGrp/ProgramServicesAmt16245
IRS990/OtherExpensesGrp/ProgramServicesAmt25308
IRS990/OtherExpensesGrp/ProgramServicesAmt3658
IRS990/OtherExpensesGrp/TotalAmt013257
IRS990/OtherExpensesGrp/TotalAmt16245
IRS990/OtherExpensesGrp/TotalAmt25898
IRS990/OtherExpensesGrp/TotalAmt3731
IRS990/OtherRevenueTotalAmt012322
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt0295
IRS990/PayrollTaxesGrp/ProgramServicesAmt02653
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IRS990/PensionPlanContributionsGrp/TotalAmt00
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IRS990/SavingsAndTempCashInvstGrp/EOYAmt0746595
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt0655386
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0706899
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0165242
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0178679
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0165529
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01871735
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0104785
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt058508
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt047464
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt058223
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0341256
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt030502
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt049494
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt017851

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$2,959,445
Liabilities
$0
Net assets
$2,959,445
Revenue
$781,113
Expenses
$394,881
Net income
$386,232
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.04$0.00$4.04$0.94$0.48$0.46
2023Detailed filing. Detailed filing data is available for this year.$3.35$0.00$3.35$0.46$0.31$0.15
2022Detailed filing. Detailed filing data is available for this year.$2.96$0.00$2.96$0.78$0.39$0.39
2021Detailed filing. Detailed filing data is available for this year.$2.87$0.00$2.87$0.87$0.27$0.60
2020Detailed filing. Detailed filing data is available for this year.$2.10$0.00$2.10$0.24$0.18$0.06
2019Detailed filing. Detailed filing data is available for this year.$1.91$0.00$1.91$0.24$0.17$0.07
2018Detailed filing. Detailed filing data is available for this year.$1.64$0.00$1.64$0.23$0.11$0.12
2017Detailed filing. Detailed filing data is available for this year.$1.61$0.00$1.61$0.64$0.14$0.50
2016Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.24$0.16$0.08
2015Detailed filing. Detailed filing data is available for this year.$0.90$0.00$0.90$0.30$0.16$0.14
2014Detailed filing. Detailed filing data is available for this year.$0.80$0.00$0.80$0.46$0.46$0.00
2013Detailed filing. Detailed filing data is available for this year.$0.81$0.00$0.81$0.19$0.04$0.15
2012Summary only. Only limited summary data is available for this year.$0.62$0.00$0.62$0.11$0.06$0.06
2011Summary only. Only limited summary data is available for this year.$0.54$0.00$0.54$0.11$0.09$0.02
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.53$0.00$0.53$0.30