Civic Intelligence

United Financial Making a Difference

EIN 82-3365287 • 501(c)3 • Anoka, MN

Profile

Distributions to organizations that qualify as exempt organizations.

701 Weaver BlvdAnoka, MN 55303

ufmd.gives

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

59th percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

61st percentile

0.00x

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

501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

42nd percentile

-1.0%

Higher net margin than 42% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

34th percentile

-15%

Faster asset growth than 34% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

48th percentile

-2.7%

Faster revenue growth than 48% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$1,998

Down $362 (-15%) from 2019

Liabilities

Flat

$0

Flat from 2019

Net Assets

Down

$1,998

Down $362 (-15%) from 2019

Operations
Liabilities / Revenue61st percentileNet Margin42nd percentile

Revenue

Down

$34,950

Down $965 (-2.7%) from 2019

Expenses

Down

$35,312

Down $1,175 (-3.2%) from 2019

Net Income

Up

-$362

Up $210 (+37%) from 2019

Trend Graphs

Balance Sheet Trend

Asset Growth34th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$3.0K$2.0K$1.0K$0Assets 2018: $2,932Liabilities 2018: $0Net Assets 2018: $2,9322018Assets 2019: $2,360Liabilities 2019: $0Net Assets 2019: $2,3602019Assets 2020: $1,998Liabilities 2020: $0Net Assets 2020: $1,9982020

Highlighted filing

2020

Assets$1,998
Liabilities$0
Net Assets$1,998
Open 2020 Filing

Operations Trend

Revenue Growth48th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$40K$30K$20K$10K$0-$10KRevenue 2018: $29,825Expenses 2018: $26,893Net Income 2018: $2,9322018Revenue 2019: $35,915Expenses 2019: $36,487Net Income 2019: -$5722019Revenue 2020: $34,950Expenses 2020: $35,312Net Income 2020: -$3622020

Highlighted filing

2020

Revenue$34,950
Expenses$35,312
Net Income-$362
Open 2020 Filing

Filings

Most recent year

2020 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,998
Liabilities
$0
Net assets
$1,998
Revenue
$34,950
Expenses
$35,312
Net income
-$362
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Detailed filing. Detailed filing data is available for this year.$2.00$0.00$2.00$35.0$35.3$0.36
2019Detailed filing. Detailed filing data is available for this year.$2.36$0.00$2.36$35.9$36.5$0.57
2018Detailed filing. Detailed filing data is available for this year.$2.93$0.00$2.93$29.8$26.9$2.93
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 2, 2021
Return Version
2020v4.1
Gross Receipts
$34,950
Mission and Program Overview

Mission

Distributions to organizations that qualify as exempt organizations.

Program Services

DescriptionGrantsExpenses
CASH CONTRIBUTIONS TO CHILDREN'S CANCER RESEARCH FUND AND BIG BROTHER/ BIG SISTER.$0$34,000
Compensation and Service Providers
Top Officer PayScore unavailable

Employees

NameTitleFull / Part TimeBaseOtherTotal
MICHAEL DALGLISHBoard Memmber-$0--
TROY CASEBoard Memmber-$0--
GRANT CASEBoard Memmber-$0--
NICHOL BECKSTRANDBoard Memmber-$0--
MATT BIRKBoard Memmber-$0--
DAVID BODENBoard Memmber-$0--
PATRICK KLINGERBoard Memmber-$0--
DAVE LARSONBoard Memmber-$0--
MARCI MALZAHNBoard Memmber-$0--
BRIAN SHERRICKBoard Memmber-$0--
TOM SMITHBoard Memmber-$0--
DAN STOLTZBoard Memmber-$0--
Filing and Contact Details

Filer

Filer Name
United Financial Making a Difference
EIN
82-3365287
Phone
7634500765
Address
701 WEAVER BLVD, ANOKA, MN 55303

Signing Officer

Name
Grant Case
Title
Board Member
Phone
7634500765
Signed
2021-11-02
Discuss with paid preparer
Yes

Preparer

Firm
Peterson Whitaker & Bjork LLC
Address
3140 HARBOR LANE SUITE 100, PLYMOUTH, MN 55447
Preparer
Alan J Shaw
Phone
7635501100
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: . Grantee name: childrens cancer research fund. Grantee address: 7301 ohms lane, suite 355 minneapolis, mn 55439. Grantee relationship: none. Amount given: 17,000.”

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

“Activity classification: . Grantee name: big brother / big sister. Grantee address: 2550 university avenue west, suite 410n st. Paul, mn 55114. Grantee relationship: none. Amount given: 17,000. Total included on form 990-ez, line 10: 34,000.”

Form 990-ez, Part I, Line 16 - Other Expenses

“Description: bank fees. Amount: 317.”

Raw XML Appendix201 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
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt110
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0MICHAEL DALGLISH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1TROY CASE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2GRANT CASE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3NICHOL BECKSTRAND
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4MATT BIRK
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7DAVE LARSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm8MARCI MALZAHN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9BRIAN SHERRICK
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10TOM SMITH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm11DAN STOLTZ
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0BOARD MEMMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1BOARD MEMMBER
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10BOARD MEMMBER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt11BOARD MEMMBER
IRS990EZ/OperateHospitalInd00
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IRS990EZ/OrganizationDissolvedEtcInd00
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IRS990EZ/OtherChangesInNetAssetsAmt00
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IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0DISTRIBUTIONS TO ORGANIZATIONS THAT QUALIFY AS EXEMPT ORGANIZATIONS.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ACTIVITY CLASSIFICATION: . GRANTEE NAME: CHILDRENS CANCER RESEARCH FUND. GRANTEE ADDRESS: 7301 OHMS LANE, SUITE 355 MINNEAPOLIS, MN 55439. GRANTEE RELATIONSHIP: NONE. AMOUNT GIVEN: 17,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: . GRANTEE NAME: BIG BROTHER / BIG SISTER. GRANTEE ADDRESS: 2550 UNIVERSITY AVENUE WEST, SUITE 410N ST. PAUL, MN 55114. GRANTEE RELATIONSHIP: NONE. AMOUNT GIVEN: 17,000. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 34,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2DESCRIPTION: BANK FEES. AMOUNT: 317.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0UNITED FINANCIAL MAKING A DIFFERENCE
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ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0461138140
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PETERSON WHITAKER & BJORK LLC
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MN
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ReturnHeader/PreparerPersonGrp/PreparationDt02021-11-02
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ALAN J SHAW
ReturnHeader/ReturnTs02021-11-15T12:20:03-06:00
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ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

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