Civic Intelligence

Prodeo Academy Foundation

990 • Fiscal year 2023 • EIN 84-4369937

Nov 15, 2022 to Jun 30, 2023 • Filed on May 14, 2025

Organization ProfileN/A
4141 University Avenue NEColumbia Heights, MN 55421-2724

(612) 349-5640

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

100th percentile

100%

Higher net margin than 100% of similar nonprofits.

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

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

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

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

Asset Growth

Score unavailable

No value available

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

Source year 2023

Revenue Growth

Score unavailable

No value available

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

Source year 2023

Balance Sheet
Liabilities / Assets17th percentile

Assets

$3,100,599

No earlier filing loaded for comparison.

Net Assets

$3,100,599

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin100th percentile

Revenue

$3,100,599

No earlier filing loaded for comparison.

Expenses

$0

No earlier filing loaded for comparison.

Net Income

$3,100,599

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$6.0M$4.0M$2.0M$0Assets 2023: $3,100,599Liabilities 2023: $0Net Assets 2023: $3,100,5992023Assets 2024: $4,130,482Liabilities 2024: $0Net Assets 2024: $4,130,4822024

Highlighted filing

2023

Assets$3,100,599
Liabilities$0
Net Assets$3,100,599
Open 2023 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$4.0M$3.0M$2.0M$1.0M$0Revenue 2023: $3,100,599Expenses 2023: $0Net Income 2023: $3,100,5992023Revenue 2024: $1,171,042Expenses 2024: $116,080Net Income 2024: $1,054,9622024

Highlighted filing

2023

Revenue$3,100,599
Expenses$0
Net Income$3,100,599
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Nov 15, 2022 to Jun 30, 2023
Signed
May 14, 2025
Return Version
2022v5.0
Gross Receipts
$3,100,599
Mission and Program Overview

Mission

The prodeo academy foundation is a 501(c)(3) that supports the mission of prodeo academy in collaboration with school leadership and the board of directors.

The prodeo academy foundation is a 501(c)(3) that supports the mission of prodeo academy.

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$0$3,100,599▲ $3,100,599
Investments in Publicly Traded Securities-$2,349,900-
Cash and Non-Interest-Bearing Accounts-$750,699-
Pd in Cap Srpls Land Bldg Eqp Fund$0$0→ $0
Cap Stk Tr Prin Current Funds$0$0→ $0
Total Assets$0$3,100,599▲ $3,100,599
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$0$3,100,599▲ $3,100,599
Total Liabilities and Net Assets / Fund Balance$0$3,100,599▲ $3,100,599
Compensation and Service Providers
Top Officer Pay39th percentile

Board Members and Trustees

NameTitle
Lowell StortzPresident
Dean BroadheadSecretary
Heidi BerglandTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$3,100,000
Program Service Revenue
$0
Investment Income
$599
Other Revenue
$0
All Other Contributions
$3,100,000
Change in Net Assets
$3,100,599
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$0
Other Expenses$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0
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
No
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section A, Line 6

“The sole member of the foundation is prodeo academy.”

Form 990, Part VI, Section A, Line 7A

“The sole member has the power to remove or appoint directors of the foundation.”

Form 990, Part VI, Section A, Line 7B

“The sole member may alter or repeal the bylaws of the foundation.”

Form 990, Part VI, Section A, Line 8B

“There are no committees with authority to act on behalf of the governing board.”

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

“Form 990 is reviewed by the president and provided to the board of directors prior to filing with the irs.”

Form 990, Part VI, Section C, Line 19

“The organization's governing documents, conflict of interest policy and financial statements are made available to the public upon request for the same period of disclosure as set forth in section 6104(d).”

Filing and Contact Details

Filer

Filer Name
Prodeo Foundation
EIN
84-4369937
Phone
6123495640
Address
4141 UNIVERSITY AVENUE NE, COLUMBIA HEIGHTS, MN 55421-2724

Signing Officer

Name
Heidi Bergland
Title
Treasurer
Phone
6123495640
Signed
2025-05-14
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lowell Stortz
Formed
2022
Legal Domicile
Mn
Voting Board Members
3
Independent Board Members
3
Employees
0
Volunteers
3

Preparer

Firm
Creative Planning Tax LLC
Address
100 E PARK AVE STE 300, WATERLOO, IA 50703
Preparer
Michelle M Hekel
Phone
3192346885
Raw XML Appendix294 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.

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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE SOLE MEMBER OF THE FOUNDATION IS PRODEO ACADEMY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE SOLE MEMBER HAS THE POWER TO REMOVE OR APPOINT DIRECTORS OF THE FOUNDATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE SOLE MEMBER MAY ALTER OR REPEAL THE BYLAWS OF THE FOUNDATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THERE ARE NO COMMITTEES WITH AUTHORITY TO ACT ON BEHALF OF THE GOVERNING BOARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4FORM 990 IS REVIEWED BY THE PRESIDENT AND PROVIDED TO THE BOARD OF DIRECTORS PRIOR TO FILING WITH THE IRS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY AND FINANCIAL STATEMENTS ARE MADE AVAILABLE TO THE PUBLIC UPON REQUEST FOR THE SAME PERIOD OF DISCLOSURE AS SET FORTH IN SECTION 6104(D).
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ReturnHeader/TaxPeriodBeginDt02022-11-15
ReturnHeader/TaxPeriodEndDt02023-06-30
ReturnHeader/TaxYr02022

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$3,100,599
Liabilities
$0
Net assets
$3,100,599
Revenue
$3,100,599
Expenses
$0
Net income
$3,100,599
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.13$0.00$4.13$1.17$0.12$1.05
2023Detailed filing. Detailed filing data is available for this year.$3.10$0.00$3.10$3.10$0.00$3.10
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2023 filings • 501(c)3 • $1M-$5M nonprofits