Civic Intelligence

Rockstad Family Foundation

990PF • Fiscal year 2019 • EIN 81-2468000

Jan 01, 2019 to Dec 31, 2019 • Filed on Apr 21, 2020

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

92nd percentile

0.00x

Higher debt load relative to assets than 92% of similar nonprofits.

2019 filings • NTEE T22 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

94th percentile

0.05x

Higher debt load relative to revenue than 94% of similar nonprofits.

2019 filings • NTEE T22 • $1M-$5M nonprofits • Source year 2019

Net Margin

10th percentile

-245%

Higher net margin than 10% of similar nonprofits.

2019 filings • NTEE T22 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

82nd percentile

$0

Higher top officer pay than 82% of similar nonprofits.

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

2019 filings • NTEE T22 • $1M-$5M nonprofits • Source year 2019

Asset Growth

9th percentile

-11%

Faster asset growth than 9% of similar nonprofits.

2019 filings • NTEE T22 • $1M-$5M nonprofits • Annualized from 2017 to 2019

Revenue Growth

35th percentile

-25%

Faster revenue growth than 35% of similar nonprofits.

2019 filings • NTEE T22 • $1M-$5M nonprofits • Annualized from 2017 to 2019

Assets

Down

$1,829,453

Down $489,263 (-21%) from 2017

Net Assets

Down

$1,825,808

Down $492,413 (-21%) from 2017

Liabilities

Up

$3,645

Up $3,150 (+636%) from 2017

Revenue

Down

$66,950

Down $50,628 (-43%) from 2017

Expenses

Up

$231,265

Up $116,677 (+102%) from 2017

Net Income

Down

-$164,315

Down $167,305 (-5595%) from 2017

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

2019

Assets$1,829,453
Liabilities$3,645
Net Assets$1,825,808

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

2019

Revenue$66,950
Expenses$231,265
Net Income-$164,315
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Apr 21, 2020
Return Version
2019v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Terrance M RockstadPresident/Director-$0--
Denise Dockter-KambeitzTreasurer/Secretary/Director-$0--
SuAnn OlsonDirector-$0--
Kay Zander-WoockDirector-$0--
Ralph DockterDirector-$0--
Filing and Contact Details

Filer

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

Signing Officer

Name
Terrance M Rockstad
Title
President
Phone
7012587799
Signed
2020-04-21
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/ListedAtCostOrFMVCd44FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd45FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd46FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd47FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd48FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd49FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd50FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd51FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd52FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd53FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd54FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd55FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd56FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd57FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd58FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd59FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd60FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd61FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd62FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd63FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd64FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd65FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd66FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd67FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd68FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd69FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd70FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd71FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd72FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd73FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd74FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd75FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd76FMV
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd77FMV
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt038752
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt027649
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt0549
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt066950
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/UnrelatedBusinessTaxblIncmAmt00
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt066950
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt07405
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt07405
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt027649
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0117500
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0117500
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt038451
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt038752
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-164315
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0562557
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt0549
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0549
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt012790
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt012790
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt027649
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt056543
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsDsbrsChrtblAmt068120
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnssAmt068120
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt07249
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt07249
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt0515
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt09187
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt09888
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftDsbrsChrtblAmt0250
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PensionEmplBnftRevAndExpnssAmt0250
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubDsbrsChrtblAmt0225
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/PrintingAndPubRevAndExpnssAmt0225
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblAmt01752
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0919
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt06130
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0217514
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt010106
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0231265
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt066649
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt066950
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0100014
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt010106
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt0113765
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingDsbrsChrtblAmt01708
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TravConfMeetingRevAndExpnssAmt01708
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0534908
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt010860
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt116789
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt010860
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt116789
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0545768
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt116789
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0JPM Investments
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1Capital Gains Dividends
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt027649
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-164315
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt0224789
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01825808
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01765334
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01825808
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt091269
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt091269
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt091269
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt091834
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0565

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