Civic Intelligence

Venn Foundation

990 • Fiscal year 2024 • EIN 81-4476503

Jan 01, 2024 to Dec 31, 2024 • Filed on Apr 21, 2025

Organization ProfileWWW.VENNFOUNDATION.ORG
1900 Bohland AvenueSaint Paul, MN 55116

(612) 568-3204

Siviq Scores

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

Liabilities / Assets

36th percentile

0.08x

Higher debt load relative to assets than 36% of similar nonprofits.

2024 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2024

Liabilities / Revenue

48th percentile

0.21x

Higher debt load relative to revenue than 48% of similar nonprofits.

2024 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2024

Net Margin

95th percentile

74%

Higher net margin than 95% of similar nonprofits.

2024 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2024

Top Officer Pay

24th percentile

$108,850

Higher top officer pay than 24% of similar nonprofits.

Top officer pay equals 1.5% of source-year revenue.

2024 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2024

Asset Growth

90th percentile

37%

Faster asset growth than 90% of similar nonprofits.

2024 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Revenue Growth

86th percentile

59%

Faster revenue growth than 86% of similar nonprofits.

2024 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets36th percentile

Assets

Up

$19,207,391

Up $5,197,820 (+37%) from 2023

Net Assets

Up

$17,718,844

Up $4,989,200 (+39%) from 2023

Liabilities

Up

$1,488,547

Up $208,620 (+16%) from 2023

Revenue And Expenses
Liabilities / Revenue48th percentileNet Margin95th percentile

Revenue

Up

$7,088,292

Up $2,619,442 (+59%) from 2023

Expenses

Down

$1,848,427

Down $4,193,929 (-69%) from 2023

Net Income

Up

$5,239,865

Up $6,813,371 (+433%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth90th percentile

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

$30M$20M$10M$0Assets 2017: $459,544Liabilities 2017: $7,172Net Assets 2017: $452,3722017Assets 2018: $1,092,502Liabilities 2018: $29,569Net Assets 2018: $1,062,9332018Assets 2019: $1,934,690Liabilities 2019: $34,847Net Assets 2019: $1,899,8432019Assets 2020: $4,402,895Liabilities 2020: $263,859Net Assets 2020: $4,139,0362020Assets 2021: $9,147,471Liabilities 2021: $1,264,651Net Assets 2021: $7,882,8202021Assets 2022: $15,660,826Liabilities 2022: $1,275,329Net Assets 2022: $14,385,4972022Assets 2023: $14,009,571Liabilities 2023: $1,279,927Net Assets 2023: $12,729,6442023Assets 2024: $19,207,391Liabilities 2024: $1,488,547Net Assets 2024: $17,718,8442024Assets 2025: $29,413,154Liabilities 2025: $1,546,345Net Assets 2025: $27,866,8092025

Highlighted filing

2024

Assets$19,207,391
Liabilities$1,488,547
Net Assets$17,718,844
Open 2024 Filing

Operations Trend

Revenue Growth86th percentile

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

$15M$10M$5.0M$0-$5.0MRevenue 2017: $593,637Expenses 2017: $137,363Net Income 2017: $456,2742017Revenue 2018: $875,251Expenses 2018: $264,690Net Income 2018: $610,5612018Revenue 2019: $1,078,950Expenses 2019: $242,040Net Income 2019: $836,9102019Revenue 2020: $2,886,074Expenses 2020: $646,881Net Income 2020: $2,239,1932020Revenue 2021: $5,256,228Expenses 2021: $1,512,444Net Income 2021: $3,743,7842021Revenue 2022: $8,859,308Expenses 2022: $2,091,631Net Income 2022: $6,767,6772022Revenue 2023: $4,468,850Expenses 2023: $6,042,356Net Income 2023: -$1,573,5062023Revenue 2024: $7,088,292Expenses 2024: $1,848,427Net Income 2024: $5,239,8652024Revenue 2025: $11,842,464Expenses 2025: $1,685,264Net Income 2025: $10,157,2002025

Highlighted filing

2024

Revenue$7,088,292
Expenses$1,848,427
Net Income$5,239,865
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 21, 2025
Return Version
2024v5.1
Gross Receipts
$7,088,292
Mission and Program Overview

Mission

To unleash the full power of program-related investments to achieve charitable impact.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Program Related$11,558,987$15,841,251▲ $4,282,264
Savings and Temporary Cash Investments$1,574,805$2,156,338▲ $581,533
Accounts Receivable$654,365$784,537▲ $130,172
Cash and Non-Interest-Bearing Accounts$210,315$415,943▲ $205,628
Prepaid Expenses and Deferred Charges$11,099$9,322▼ $1,777
Total Assets$14,009,571$19,207,391▲ $5,197,820
Liabilities
Unsecured Notes Loans Payable$1,250,000$1,450,000▲ $200,000
Accounts Payable and Accrued Expenses$29,927$38,547▲ $8,620
Total Liabilities$1,279,927$1,488,547▲ $208,620
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$12,579,644$17,618,844▲ $5,039,200
Net Assets With Donor Restrictions$150,000$100,000▼ $50,000
Total Net Assets Fund Balance$12,729,644$17,718,844▲ $4,989,200
Total Liabilities and Net Assets / Fund Balance$14,009,571$19,207,391▲ $5,197,820

Asset Categories

AssetBook ValueDepreciationBasis
Investment Program Related Org$-2,345,945--
Compensation and Service Providers
Top Officer Pay24th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Jeff OchsPresident and DirectorFT$108,850$108,850

Board Members and Trustees

NameTitle
Jaclyn SchroederBoard Chair
William BodnerBoard Treasurer
Jeanne VoigtDirector
Michael DaiDirector
Millie AcamovicDirector
Ramya RaufDirector
Robert ScarlettDirector
Susan SandsDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$6,496,346
Program Service Revenue
$517,944
Investment Income
$74,002
Other Revenue
$0
All Other Contributions
$6,496,346
Change in Net Assets
$5,239,865

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded6$76,405Fair Market Value (FMV)
Total Noncash Contributions6$76,405-

Audited Revenue Reconciliation

Revenue per Audited Statements
$7,088,292
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$-250,665
Total Revenue per Audited Statements
$6,837,627
Total Revenue per Form 990
$7,088,292
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$1,225,356
Grants and Similar Amounts Paid$394,995
Salaries, Compensation, and Employee Benefits$228,076
Total Fundraising Expense$55,449
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$394,995--$394,995
Current Officers, Directors, Trustees, and Key Employees$32,655$43,540$32,655$108,850
Other Salaries and Wages$81,786$11,500$9,465$102,751
Information Technology$309$21,398$96$21,803
Payroll Taxes$8,966$4,253$3,256$16,475
Fees for Services Accounting-$14,310-$14,310
Other Expenses$5,142$2,276$4,477$11,895
Insurance-$11,098-$11,098
Fees for Services Other-$8,116-$8,116
Fees for Services Legal$1,230-$5,500$6,730
Travel$317$716-$1,033
Occupancy-$600-$600
Total Functional Expenses$1,675,171$117,807$55,449$1,848,427

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,848,427
Total Expenses per Audited Statements$1,848,427
Total Expenses per Form 990$1,848,427
Expenses Not Reported on Financial Statements$0
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Thrivent Charitable Impact & InvestingAppleton, WI501 (c)(3)Thrivent Charitable Fund 449208 - Thrivent Charitable Growth & Innovation Fund$172,221
World Pediatric ProjectHenrico, VA501 (c)(3)Ongoing Project Support, as Well as Related Operating Support$120,000
National Philanthropic TrustJenkintown, PA501 (c)(3)Grant to Daf$102,774
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
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 A, Line 1A

“In 2024, the board executive committee was comprised of the board chair, the board treasurer, and the president/ceo/secretary.”

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

“The return is prepared by the organization's independent accountant based on data provided by management. Once a draft return is available, it is provided to the governing body for review prior to filing.”

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

“The conflict of interest policy covers any director, principal officer, or member of a committee with governing board delegated powers. If a conflict of interest were to arise, the interested party is not present during the discussion and vote on the transaction or arrangement involving the possible conflict of interest. If this were to occur, it will be captured in the meeting minutes. Each year, board members are asked to complete a conflict of interest form. Then if conflicts of interest arise during the year, they are to disclose to the board.”

Form 990, Part VI, Section B, Line 15

“Using the council on foundation's 2024 midwest grantmaker salary, benefits, & demographics report as a resource, the executive officer's compensation is determined by the board of directors. The decision to approve the executive officer's compensation is documented in the board of directors meeting minutes as part of the annual budget review and approval process. The process described here was last completed in 2024.”

Form 990, Part VI, Section C, Line 19

“The organization does not make the governing documents, conflict of interest policy, and financial statements available to the public.”

Filing and Contact Details

Filer

Filer Name
Venn Foundation
EIN
81-4476503
Phone
6125683204
Address
1900 BOHLAND AVENUE, SAINT PAUL, MN 55116

Signing Officer

Name
Jeff Ochs
Title
President & CEO
Phone
6125683204
Signed
2025-04-21
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jeff Ochs
Formed
2016
Legal Domicile
Mn
Voting Board Members
9
Independent Board Members
8
Employees
4
Volunteers
14

Preparer

Firm
Cliftonlarsonallen Llp
Address
8215 GREENWAY BOULEVARD SUITE 600, MIDDLETON, WI 53562
Preparer
Kimberly Anderson
Phone
6086628600
Supplemental Narrative

Additional Explanations

Part V, Line 9B

“Venn foundation made a grant to a public charity that also has a donor advised fund with the foundation. As a public charity, the donor is not a disqualified person for purposes of irc section 4958, and is also specifically excluded under 4966(c)(2).”

FORM 990, PART XI, LINE 9:

“Change in value in closed loop fund -250,665.”

Form 990 Part XII Line 2C

“The process has not changed from prior year.”

Financial Statement Notes

PART X, LINE 2:

“Venn foundation is exempt from federal and state income taxes under section 501(c)(3) of the internal revenue code and similar state income tax laws. The foundation is a public charity and contributions to the foundation qualifies as a charitable tax deduction by the contributor. The foundation's tax returns are subject to review and examination by federal, state and local authorities.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Change in value in closed loop fund -250,665.”

Raw XML AppendixShowing 400 of 651 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.

Path#Value
IRS990/AccountantCompileOrReviewInd00
IRS990/AccountsPayableAccrExpnssGrp/BOYAmt029927
IRS990/AccountsPayableAccrExpnssGrp/EOYAmt038547
IRS990/AccountsReceivableGrp/BOYAmt0654365
IRS990/AccountsReceivableGrp/EOYAmt0784537
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0TO UNLEASH THE FULL POWER OF PROGRAM-RELATED INVESTMENTS TO ACHIEVE CHARITABLE IMPACT.
IRS990/AllOtherContributionsAmt06496346
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/AuditCommitteeInd01
IRS990/BackupWthldComplianceInd01
IRS990/BooksInCareOfDetail/BusinessName/BusinessNameLine1Txt0JEFF OCHS
IRS990/BooksInCareOfDetail/PhoneNum06125683204
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01900 BOHLAND AVENUE
IRS990/BooksInCareOfDetail/USAddress/CityNm0SAINT PAUL
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0MN
IRS990/BooksInCareOfDetail/USAddress/ZIPCd055116
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/CashNonInterestBearingGrp/BOYAmt0210315
IRS990/CashNonInterestBearingGrp/EOYAmt0415943
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompCurrentOfcrDirectorsGrp/FundraisingAmt032655
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt043540
IRS990/CompCurrentOfcrDirectorsGrp/ProgramServicesAmt032655
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt0108850
IRS990/CompensationFromOtherSrcsInd00
IRS990/CompensationProcessCEOInd01
IRS990/CompensationProcessOtherInd01
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt06496346
IRS990/CYGrantsAndSimilarPaidAmt0394995
IRS990/CYInvestmentIncomeAmt074002
IRS990/CYOtherExpensesAmt01225356
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt0517944
IRS990/CYRevenuesLessExpensesAmt05239865
IRS990/CYSalariesCompEmpBnftPaidAmt0228076
IRS990/CYTotalExpensesAmt01848427
IRS990/CYTotalFundraisingExpenseAmt055449
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt07088292
IRS990/DAFExcessBusinessHoldingsInd00
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd01
IRS990/DelegationOfMgmtDutiesInd00
IRS990/Desc0VENN FOUNDATION (VENN) IS A NONPROFIT PUBLIC CHARITY ON A MISSION TO UNLEASH THE FULL POWER OF PROGRAM-RELATED INVESTMENTS(PRIS) TO ADVANCE CHARITABLE IMPACT. BY OPENING A SPECIAL DONOR-ADVISED FUND CALLED A VENN ACCOUNT, ANY INDIVIDUAL OR ORGANIZATION CAN RECOMMEND THAT THEIR CHARITABLE DOLLARS BE USED BY VENN TO MAKE PRIS. VENN CAN SYNDICATE ANY ONE PRI AMONG ANY NUMBER OF VENN ACCOUNTS. FINANCIAL RETURNS FROM THESE PRIS GO BACK TO PARTICIPATING ACCOUNTS PRO RATA FOR THE DONORS TO RECOMMEND REDEPLOYMENT INTO NEW PRIS OR GRANTS. OUR VISION IS TO CREATE A NEW CATEGORY OF FLEXIBLE, BELOW-MARKET-RATE CAPITAL THAT CAN BE DIRECTED CREATIVELY TO PROJECTS AND ORGANIZATIONS ACROSS ALL SECTORS THAT ARE HELPING ADVANCE CHARITABLE GOALS.
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DistributionToDonorInd01
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd01
IRS990/DonorRestrictionNetAssetsGrp/BOYAmt0150000
IRS990/DonorRestrictionNetAssetsGrp/EOYAmt0100000
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt04
IRS990/EmploymentTaxReturnsFiledInd01
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt01675171
IRS990/FamilyOrBusinessRlnInd00
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesAccountingGrp/ManagementAndGeneralAmt014310
IRS990/FeesForServicesAccountingGrp/TotalAmt014310
IRS990/FeesForServicesLegalGrp/FundraisingAmt05500
IRS990/FeesForServicesLegalGrp/ProgramServicesAmt01230
IRS990/FeesForServicesLegalGrp/TotalAmt06730
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt08116
IRS990/FeesForServicesOtherGrp/TotalAmt08116
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt15.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt25.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt35.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt45.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt55.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt65.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt75.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt85.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/PersonNm0JEFF OCHS
IRS990/Form990PartVIISectionAGrp/PersonNm1JACLYN SCHROEDER
IRS990/Form990PartVIISectionAGrp/PersonNm2WILLIAM BODNER
IRS990/Form990PartVIISectionAGrp/PersonNm3MILLIE ACAMOVIC
IRS990/Form990PartVIISectionAGrp/PersonNm4MICHAEL DAI
IRS990/Form990PartVIISectionAGrp/PersonNm5RAMYA RAUF
IRS990/Form990PartVIISectionAGrp/PersonNm6SUSAN SANDS
IRS990/Form990PartVIISectionAGrp/PersonNm7ROBERT SCARLETT
IRS990/Form990PartVIISectionAGrp/PersonNm8JEANNE VOIGT
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt0108850
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/TitleTxt0PRESIDENT AND DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1BOARD CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2BOARD TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02016
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt09
IRS990/GrantAmt0394995
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0394995
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0394995
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossReceiptsAmt07088292
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt08
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InfoInScheduleOPartVInd0X
IRS990/InfoInScheduleOPartXIIInd0X
IRS990/InfoInScheduleOPartXIInd0X
IRS990/InformationTechnologyGrp/FundraisingAmt096
IRS990/InformationTechnologyGrp/ManagementAndGeneralAmt021398
IRS990/InformationTechnologyGrp/ProgramServicesAmt0309
IRS990/InformationTechnologyGrp/TotalAmt021803
IRS990/InsuranceGrp/ManagementAndGeneralAmt011098
IRS990/InsuranceGrp/TotalAmt011098
IRS990/InvestmentIncomeGrp/ExclusionAmt074002
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt074002
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsProgramRelatedGrp/BOYAmt011558987
IRS990/InvestmentsProgramRelatedGrp/EOYAmt015841251
IRS990/IRPDocumentCnt03
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0MN
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0TO UNLEASH THE FULL POWER OF PROGRAM-RELATED INVESTMENTS TO ACHIEVE CHARITABLE IMPACT.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt012729644
IRS990/NetAssetsOrFundBalancesEOYAmt017718844
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt012579644
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt017618844
IRS990/NoncashContributionsAmt076405
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt0600
IRS990/OccupancyGrp/TotalAmt0600
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt0-250665
IRS990/OtherExpensesGrp/Desc0PROVISION FOR CREDIT LO
IRS990/OtherExpensesGrp/Desc1CONTRIBUTIONS FROM PRIS
IRS990/OtherExpensesGrp/Desc2MISCELLANEOUS
IRS990/OtherExpensesGrp/FundraisingAmt04477
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt02276
IRS990/OtherExpensesGrp/ProgramServicesAmt0852271
IRS990/OtherExpensesGrp/ProgramServicesAmt1297500
IRS990/OtherExpensesGrp/ProgramServicesAmt25142
IRS990/OtherExpensesGrp/TotalAmt0852271
IRS990/OtherExpensesGrp/TotalAmt1297500
IRS990/OtherExpensesGrp/TotalAmt211895
IRS990/OtherSalariesAndWagesGrp/FundraisingAmt09465
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt011500
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt081786
IRS990/OtherSalariesAndWagesGrp/TotalAmt0102751
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PayrollTaxesGrp/FundraisingAmt03256
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt04253
IRS990/PayrollTaxesGrp/ProgramServicesAmt08966
IRS990/PayrollTaxesGrp/TotalAmt016475
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt011099
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt09322
IRS990/PrincipalOfficerNm0JEFF OCHS
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0523000
IRS990/ProgramServiceRevenueGrp/BusinessCd1523000
IRS990/ProgramServiceRevenueGrp/BusinessCd2900099
IRS990/ProgramServiceRevenueGrp/Desc0PRI ACCRUED INTEREST
IRS990/ProgramServiceRevenueGrp/Desc1PRI CLOSING FEES
IRS990/ProgramServiceRevenueGrp/Desc2OTHER PROGRAM REVENUE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0295168
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1207651
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt215125
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0295168
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1207651
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt215125
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt03844580
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0395902
IRS990/PYInvestmentIncomeAmt045756
IRS990/PYOtherExpensesAmt05441336
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0578514
IRS990/PYRevenuesLessExpensesAmt0-1573506
IRS990/PYSalariesCompEmpBnftPaidAmt0205118
IRS990/PYTotalExpensesAmt06042356
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt04468850
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt05239865
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd01
IRS990/RevenueAmt0517944
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01574805
IRS990/SavingsAndTempCashInvstGrp/EOYAmt02156338
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt06496346
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt03844580
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt08428904
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt05045894
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt02728268
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt026543992
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt074002
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt045756
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0114
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt077
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt06489
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0126438
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt01887013
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.45630
IRS990ScheduleA/PublicSupportPY170Pct00.42860
IRS990ScheduleA/PublicSupportTotal170Amt012169418
IRS990ScheduleA/SubstantialContributorsTotAmt014374574
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt06496346
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt03844580
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt08428904
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt05045894
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt02728268
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt026543992
IRS990ScheduleA/TotalSupportAmt026670430
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/DisclosedForCharitablePrpsInd01
IRS990ScheduleD/DisclosedOrgLegCtrlInd01
IRS990ScheduleD/DonorAdvisedFundsContriAmt06465498
IRS990ScheduleD/DonorAdvisedFundsGrantsAmt0394995
IRS990ScheduleD/DonorAdvisedFundsHeldCnt0140
IRS990ScheduleD/DonorAdvisedFundsVlEOYAmt018353707
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt01848427
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt0220043
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt157978
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt256385
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt355556
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt4335458
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt5129825
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt650250
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt7379578
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt82302407
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt9302500
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt10345000
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt11130173
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt12300000
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt13187687
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt14400000
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt15109000
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt16100000
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt17482870
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt18414837
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt19368191
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt20194640
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt21115000
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt22158000
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt23681131
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt24254994
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt25305000
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt26245112
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt27481625
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt2820000
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt2920000
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt3020000
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt3185268
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt32244374
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt33150136
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt34155000
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt35165500
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt36700000
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt373000000
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt38200546
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt3924500
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt4024500
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt41601373
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt42120000
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt433492759
IRS990ScheduleD/InvstProgramRelatedOrgGrp/BookValueAmt44-2345945
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc0BINARY BRIDGE, SBC
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc1MINNESOTA CHILDREN'S MUSEUM
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc2NETZRO, SBC
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc3EMERGE ENTERPRISES
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc4NEIGHBORHOOD DEVELOPMENT CENTER
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc5BREATHE99, PBC
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc6GOLDEN PATH SOLUTIONS, INC
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc7YARDHOMESMN, SBC
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc8ARCTARIS SADDLEBACK
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc9UMN - OSTEOSARCOMA
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc10UMN - MALE CONTRACEPTION
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc11MAA LOAN FUND - 2021
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc12TECH DUMP
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc13TRI-CONSTRUCTION
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc14BETTER FUTURE FORWARD
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc15VOICES OF EFFECTIVE CHANGE, GBC D/B/A LUTUNJI'S PALATE BAKERY & CAFE
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc16PROSERVA, PBC
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc17ACTARIS SADDLEBACK - WORKFORCE HOUSING
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc18MAA LOAN FUND - 2022
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc19KINDLY TECH, INC FOR FUTURE EQUITY
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc20GLOBAL WATER FIRST, PBC
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc21LIP ESTEEM, LLC
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc22TAYLOR'D SKIN & CO ESTHESTICS BAR, LLC
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc23J BENSON CONSTRUCTION, GBC
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc24MAA LOAN FUND - 2023
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc25APPLE TREE DENTAL
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc26FAIR ANITA, SBC PRI #2
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc27SANTA BARBARA NUTRIENTS, PBC
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc28UMN - SKIN CANCER PREVENTION
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc29UMN - ANTIMICROBIAL RESISTANCE
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc30UMN - DISEASE SIR MODELS
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc31MAA LOAN FUND - 2024
IRS990ScheduleD/InvstProgramRelatedOrgGrp/Desc32PROSERVA

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$19,207,391
Liabilities
$1,488,547
Net assets
$17,718,844
Revenue
$7,088,292
Expenses
$1,848,427
Net income
$5,239,865
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$29.4$1.55$27.9$11.8$1.69$10.2
2024Detailed filing. Detailed filing data is available for this year.$19.2$1.49$17.7$7.09$1.85$5.24
2023Detailed filing. Detailed filing data is available for this year.$14.0$1.28$12.7$4.47$6.04$1.57
2022Detailed filing. Detailed filing data is available for this year.$15.7$1.28$14.4$8.86$2.09$6.77
2021Detailed filing. Detailed filing data is available for this year.$9.15$1.26$7.88$5.26$1.51$3.74
2020Detailed filing. Detailed filing data is available for this year.$4.40$0.26$4.14$2.89$0.65$2.24
2019Detailed filing. Detailed filing data is available for this year.$1.93$0.03$1.90$1.08$0.24$0.84
2018Detailed filing. Detailed filing data is available for this year.$1.09$0.03$1.06$0.88$0.26$0.61
2017Detailed filing. Detailed filing data is available for this year.$0.46$0.01$0.45$0.59$0.14$0.46