Civic Intelligence

Austin Area Foundation

990 • Fiscal year 2023 • EIN 58-2671449

Jan 01, 2023 to Dec 31, 2023 • Filed on Oct 15, 2024

Organization ProfileWWW.AUSTINAREAFOUNDATION.ORG
308 4th Ave NW 15Austin, 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.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

17th percentile

0.00x

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

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Net Margin

84th percentile

33%

Higher net margin than 84% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

48th percentile

$51,935

Higher top officer pay than 48% of similar nonprofits.

Top officer pay equals 11.3% of source-year revenue.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Asset Growth

68th percentile

13%

Faster asset growth than 68% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

8th percentile

-41%

Faster revenue growth than 8% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets17th percentile

Assets

Up

$3,347,359

Up $387,914 (+13%) from 2022

Net Assets

Up

$3,347,359

Up $387,914 (+13%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin84th percentile

Revenue

Down

$459,905

Down $321,208 (-41%) from 2022

Expenses

Down

$305,843

Down $89,038 (-23%) from 2022

Net Income

Down

$154,062

Down $232,170 (-60%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth68th 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

2023

Assets$3,347,359
Liabilities$0
Net Assets$3,347,359
Open 2023 Filing

Operations Trend

Revenue Growth8th 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

2023

Revenue$459,905
Expenses$305,843
Net Income$154,062
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Oct 15, 2024
Return Version
2023v5.1
Gross Receipts
$473,729
Mission and Program Overview

Mission

Support nonprofit organizations by managing & distributing charitable gifts

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,800,865$2,722,330▲ $921,465
Land, Buildings, and Equipment, Net$379,000$505,444▲ $126,444
Cash and Non-Interest-Bearing Accounts$32,985$67,979▲ $34,994
Savings and Temporary Cash Investments$746,595$50,906▼ $695,689
Prepaid Expenses and Deferred Charges-$700-
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-
Total Assets$2,959,445$3,347,359▲ $387,914
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets With Donor Restrictions$2,712,727$3,102,834▲ $390,107
Net Assets Without Donor Restrictions$246,718$244,525▼ $2,193
Total Net Assets Fund Balance$2,959,445$3,347,359▲ $387,914
Total Liabilities and Net Assets / Fund Balance$2,959,445$3,347,359▲ $387,914

Asset Categories

AssetBook ValueDepreciationBasis
Land$505,444--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$1,835,215$119,039▲ $317,312-$2,223,066
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
Compensation and Service Providers
Top Officer Pay48th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Stephen BarrettExecutive DirectorFT$51,935$51,935

Board Members and Trustees

NameTitle
Taggert MedgaardenPresident
Darrell IngvaldsonVice President
Rick YoungVice President
Catherine HaslagTrustee
David HagenTrustee
Emily TolandTrustee
Fred BogottTrustee
Gail DenisonTrustee
Isaac GormanTrustee
Jeanne PoppeTrustee
Mary Anne WoleskyTrustee
Mary HuntleyTrustee
Mike TappTrustee
Oballa OballaTrustee
Pierre LillyTrustee
Tom WuertzTrustee
Peggy BenzkoferSecretary
Ron WalthTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$340,572
Program Service Revenue
$0
Investment Income
$86,494
Other Revenue
$32,839
All Other Contributions
$340,572
Change in Net Assets
$154,062

Audited Revenue Reconciliation

Revenue per Audited Statements
$459,905
Total Revenue per Audited Statements
$459,905
Total Revenue per Form 990
$459,905
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$221,465
Salaries, Compensation, and Employee Benefits$55,875
Other Expenses$28,503
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$221,465--$221,465
Current Officers, Directors, Trustees, and Key Employees$46,742$5,193-$51,935
Fees for Services Accounting-$8,445-$8,445
Fees for Service Investment Mgmnt Fees$5,814--$5,814
Office Expenses$4,190$465-$4,655
Payroll Taxes$3,546$394-$3,940
Insurance-$1,398-$1,398
Conferences and Meetings$1,370--$1,370
Information Technology$613--$613
Advertising$535--$535
Other Expenses$245$109-$245
All Other Expenses$180--$180
Total Functional Expenses$289,423$16,420$0$305,843

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$305,843
Total Expenses per Audited Statements$305,843
Total Expenses per Form 990$305,843
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
St Olaf Church FoundationAustin, MN--$27,000
Life Mower CountyAustin, MN--$12,700
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$40,893
Fundraising Direct Expenses$8,054
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
The Love of Austin$40,893$40,893$8,054$32,839
Total Events$40,893$40,893$8,054$32,839
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
308 4TH AVE NW 15, AUSTIN, MN 55912

Signing Officer

Name
Stephen Barrett
Title
Executive Director
Signed
2024-10-15
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/TitleTxt10VICE PRESIDENT
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/GrantsToOrganizationsInd0true
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IRS990/InsuranceGrp/TotalAmt01398
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IRS990/MembersOrStockholdersInd0false
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IRS990/MinutesOfCommitteesInd0true
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IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
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IRS990/NondeductibleContributionsInd0false
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IRS990/OperateHospitalInd0false
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IRS990/OtherExpensesGrp/Desc0Printing and Publications
IRS990/OtherExpensesGrp/Desc1PROGRAM SUPPLIES
IRS990/OtherExpensesGrp/Desc2TELEPHONE & INTERNET
IRS990/OtherExpensesGrp/Desc3DUES AND FEES
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IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1160
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2109
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IRS990/OtherExpensesGrp/TotalAmt11595
IRS990/OtherExpensesGrp/TotalAmt21090
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IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0706899
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0165242
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0178679
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0104785
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt058508
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt047464
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0368676
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt032839
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt030502
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt049494

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,347,359
Liabilities
$0
Net assets
$3,347,359
Revenue
$459,905
Expenses
$305,843
Net income
$154,062
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