Civic Intelligence

Rockstad Family Foundation

990PF • Fiscal year 2017 • EIN 81-2468000

Jan 01, 2017 to Dec 31, 2017 • Filed on May 03, 2018

PO Box 1538Bismarck, ND 58502

(701) 258-7799

Siviq Scores

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

Liabilities / Assets

86th percentile

0.00x

Higher debt load relative to assets than 86% of similar nonprofits.

2017 filings • NTEE T22 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

88th percentile

0.00x

Higher debt load relative to revenue than 88% of similar nonprofits.

2017 filings • NTEE T22 • $1M-$5M nonprofits • Source year 2017

Net Margin

48th percentile

2.5%

Higher net margin than 48% of similar nonprofits.

2017 filings • NTEE T22 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

83rd percentile

$0

Higher top officer pay than 83% of similar nonprofits.

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

2017 filings • NTEE T22 • $1M-$5M nonprofits • Source year 2017

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2017

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2017

Assets

$2,318,716

No earlier filing loaded for comparison.

Net Assets

$2,318,221

No earlier filing loaded for comparison.

Liabilities

$495

No earlier filing loaded for comparison.

Revenue

$117,578

No earlier filing loaded for comparison.

Expenses

$114,588

No earlier filing loaded for comparison.

Net Income

$2,990

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2017: $2,318,716Liabilities 2017: $495Net Assets 2017: $2,318,2212017Assets 2019: $1,829,453Liabilities 2019: $3,645Net Assets 2019: $1,825,8082019Assets 2020: $1,557,975Liabilities 2020: $7,615Net Assets 2020: $1,550,3602020Assets 2021: $1,066,171Liabilities 2021: $8,008Net Assets 2021: $1,058,1632021Assets 2022: $394,609Liabilities 2022: $7,048Net Assets 2022: $387,5612022Assets 2023: $117,659Liabilities 2023: $8,413Net Assets 2023: $109,2462023Assets 2024: $1,539,186Liabilities 2024: $2,866Net Assets 2024: $1,536,3202024

Highlighted filing

2017

Assets$2,318,716
Liabilities$495
Net Assets$2,318,221

Operations Trend

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

$4.0M$3.0M$2.0M$1.0M$0-$1.0MRevenue 2017: $117,578Expenses 2017: $114,588Net Income 2017: $2,9902017Revenue 2019: $66,950Expenses 2019: $231,265Net Income 2019: -$164,3152019Revenue 2020: $68,265Expenses 2020: $394,934Net Income 2020: -$326,6692020Revenue 2021: $194,215Expenses 2021: $674,931Net Income 2021: -$480,7162021Revenue 2022: $62,228Expenses 2022: $562,917Net Income 2022: -$500,6892022Revenue 2023: $250,967Expenses 2023: $520,782Net Income 2023: -$269,8152023Revenue 2024: $3,239,045Expenses 2024: $464,734Net Income 2024: $2,774,3112024

Highlighted filing

2017

Revenue$117,578
Expenses$114,588
Net Income$2,990
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 3, 2018
Return Version
2017v2.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Dona M RockstadPresident & TreasurerPT$0--
Terrance M RockstadVice President-$0--
Eve M SchreckSecretary-$0--
Denise Dockter-KambeitzDirector-$0--
Filing and Contact Details

Filer

Filer Name
Rockstad Family Foundation
EIN
81-2468000
Phone
7012587799
Address
PO Box 1538, Bismarck, ND 58502

Signing Officer

Name
Terrance M Rockstad
Title
Vice President
Phone
7012587799
Signed
2018-05-03
Discuss with paid preparer
Yes

Preparer

Firm
Eide Bailly LLP
Address
800 Nicollet Mall Ste 1300, Minneapolis, MN 55402-7033
Preparer
Deb Nelson CPA
Phone
6122536500
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd66FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd67FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd68FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd69FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd70FMV
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt041160
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt075988
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt0430
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0117578
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0117578
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt04495
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt04495
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt075988
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt092758
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt092758
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt040975
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt041160
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt02990
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt01254993
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0430
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0430
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt0495
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt075988
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0106622
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt0474
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0474
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt010007
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt010007
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0764
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt06359
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt097727
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt010771
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0114588
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0117393
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0117578
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt04969
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt010771
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt021830
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt01179005
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt051238
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt124750
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt051238
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt124750
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt01230243
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt124750
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0D
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0Publicly Traded Securities
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1Capital Gains Dividends
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt075988
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt02990
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0153325
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt02318221
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt02161906
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt02318221
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0108503
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0108503
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0108503
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0110635
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt02132
IRS990PF/DistributableAmountGrp/TotalTaxAmt02132
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt02868
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/BackupWithholdingWithheldAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt05000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt02132
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt02868
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt02132
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt02132
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt05000
IRS990PF/FMVAssetsEOYAmt02318716
IRS990PF/Form990PFBalanceSheetsGrp/AccountsPayableEOYAmt0495
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt02030430
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt01790561
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt01790561
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt02161906
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt02318221
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0131476
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt0528155
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt0528155
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt02161906
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt02318716
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt02318716
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt0495
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt02161906
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt02318716
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt02161906
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt02318221
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt02246392

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