Civic Intelligence

Mortenson Foundation Inc

EIN 86-2688528 • Southport, FL

7822 South Mccann RdSouthport, FL 32409
Siviq Scores

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

Liabilities / Assets

78th percentile

0.06x

Higher debt load relative to assets than 78% of similar nonprofits.

<$500k nonprofits • Source year 2024

Liabilities / Revenue

92nd percentile

0.49x

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

<$500k nonprofits • Source year 2024

Net Margin

19th percentile

-38%

Higher net margin than 19% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

<$500k nonprofits • Source year 2024

Asset Growth

49th percentile

-2.7%

Faster asset growth than 49% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

96th percentile

258%

Faster revenue growth than 96% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets78th percentile

Assets

Down

$87,645

Down $2,414 (-2.7%) from 2023

Liabilities

Up

$5,000

Up $4,939 (+8097%) from 2023

Net Assets

Down

$82,645

Down $7,353 (-8.2%) from 2023

Operations
Liabilities / Revenue92nd percentileNet Margin19th percentile

Revenue

Up

$10,101

Up $7,283 (+258%) from 2023

Expenses

Up

$13,973

Up $4,627 (+50%) from 2023

Net Income

Up

-$3,872

Up $2,656 (+41%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth49th percentile

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

$100K$50K$0Assets 2020: $1Liabilities 2020: $1Net Assets 2020: $02020Assets 2021: $1Liabilities 2021: $1Net Assets 2021: $02021Assets 2022: $96,533Liabilities 2022: $1Net Assets 2022: $96,5332022Assets 2023: $90,059Liabilities 2023: $61Net Assets 2023: $89,9982023Assets 2024: $87,645Liabilities 2024: $5,000Net Assets 2024: $82,6452024

Highlighted filing

2024

Assets$87,645
Liabilities$5,000
Net Assets$82,645
Open 2024 Filing

Operations Trend

Revenue Growth96th percentile

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

$150K$100K$50K$0-$50KRevenue 2020: $1Expenses 2020: $0Net Income 2020: $12020Revenue 2021: $1Expenses 2021: $0Net Income 2021: $12021Revenue 2022: $103,712Expenses 2022: $7,247Net Income 2022: $96,4652022Revenue 2023: $2,818Expenses 2023: $9,346Net Income 2023: -$6,5282023Revenue 2024: $10,101Expenses 2024: $13,973Net Income 2024: -$3,8722024

Highlighted filing

2024

Revenue$10,101
Expenses$13,973
Net Income-$3,872
Open 2024 Filing

Filings

Most recent year

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

Open filing
Assets
$87,645
Liabilities
$5,000
Net assets
$82,645
Revenue
$10,101
Expenses
$13,973
Net income
-$3,872
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.88$0.05$0.83$0.10$0.14$0.04
2023Detailed filing. Detailed filing data is available for this year.$0.90$0.00$0.90$0.03$0.09$0.07
2022Detailed filing. Detailed filing data is available for this year.$0.97$0.00$0.97$1.04$0.07$0.96
2021Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00
2020Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.00$0.00$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Jun 24, 2025
Return Version
2024v5.0
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Director-$0--
-Director-$0--
-Director-$0--
Filing and Contact Details

Filer

Filer Name
Mortenson Foundation Inc
EIN
86-2688528
Phone
8506248214
Address
7822 SOUTH MCCANN RD, SOUTHPORT, FL 32409

Signing Officer

Name
Dale E Mortenson
Title
Director
Phone
8502652878
Signed
2025-06-24

Preparer

Firm
Lighthouse Cpas Pa
Address
1217 JENKS AVENUE, PANAMA CITY, FL 32401
Preparer
Gretl Siler
Phone
8507855254
Raw XML Appendix291 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
AccountingFeesSchedule/AccountingFeesDetail/Amt0950
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc0EDWARD JONES SHORT TERM TRX
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc1EDWARD JONES LONG TERM TRX
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt02103
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt118666
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt02088
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt121347
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt0PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt1PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt0-15
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt12681
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt083750
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt095482
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0INVESTMENTS - CORPORATE STOCK
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/RelatedOrExemptFunctionIncmAmt03068
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt03492
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt06560
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt06560
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt0950
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt03068
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0826
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt011640
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt011640
IRS990PF/AnalysisOfRevenueAndExpenses/ContriRcvdRevAndExpnssAmt03541
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt03068
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt03068
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt03068
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-3872
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt024261
IRS990PF/AnalysisOfRevenueAndExpenses/InterestRevAndExpnssAmt02
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt03492
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt02513
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt070
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt070
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt01250
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt01250
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt061
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt061
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt03068
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt011640
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt01381
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt013973
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt03894
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt010101
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt01381
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt02333
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0826
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-3872
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt03481
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt086126
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt089998
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt082645
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt04968
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt04968
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt04968
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt05003
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt035
IRS990PF/DistributableAmountGrp/TotalTaxAmt035
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt035
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt035
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt035
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt035
IRS990PF/FMVAssetsEOYAmt099378
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt01580
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt03895
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt03896
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt088479
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt083750
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt095482
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt089998
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt082645
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt061
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesEOYAmt05000
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt090059
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt087645
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt099378
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt061
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt05000
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt090059
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt087645
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt089998
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt082645
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0101587
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt04129
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt097458
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt01524
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt05003
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0100063
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0101587
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt00.10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20.10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/BusinessName/BusinessNameLine1Txt0DALE E MORTENSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/BusinessName/BusinessNameLine1Txt1EILEEN MORTENSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/BusinessName/BusinessNameLine1Txt2IMMANUEL MORTENSON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2DIRECTOR
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt07822 SOUTH MCCANN ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt17822 SOUTH MCCANN ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt27822 SOUTH MCCANN ROAD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0SOUTHPORT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1SOUTHPORT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2PANAMA CITY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2FL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd032409
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd132409
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd232409
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt011640
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt011640
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt07822 SOUTH MCCANN ROAD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0SOUTHPORT
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0FL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd032409
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0FL
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0DALE E MORTENSON
IRS990PF/StatementsRegardingActyGrp/PhoneNum08506248214
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0DISTRIBUTIONS TO 4 EACH 501(C)(3) CHARITIES
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt011640
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt01500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt12500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt22500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt35000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt4140
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1SUPPORT & DIAPERS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2DEFENDING RIGHT TO FREE SPEECH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3CHILDREN AND DISASTERS WORLDWIDE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4HELP WOMEN WITH PREGNANCIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0TUNNELS TO TOWERS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1PREGNANCY RESOURCE CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2ALLIANCE DEFENDING FREEDOM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3SAMARITANS PURSE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4PREGNANCY RESOURCE CENTER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501C3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1501C3
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4501(C)(3)
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt02361 HYLAN BLVD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1701 JENKS AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt215100 N 90TH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3PO BOX 3000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4701 JENKS AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0STATEN ISLAND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1PANAMA CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2SCOTTSDALE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3BOONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4PANAMA CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0NY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2AZ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3NC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4FL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd010306
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd132401
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd285260
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd328607
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd432401
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt011640
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt04968
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt04968
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt07321
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt06143
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt020136
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt06672
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt07321
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt06143
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt011640
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt06672
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt020136
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt013464
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherDecreasesSchedule/OtherDecreasesDetail/Amt03481
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0FEDERAL TAXES PAID 2024
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2FOREIGN TAXES PAID
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3ROUNDING
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt030
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt140
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt030
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt140
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt061
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0CREDIT CARD BALANCE
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt05000
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt01250
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt01250
TaxesSchedule/TaxesDetail/Amt061
TaxesSchedule/TaxesDetail/CategoryTxt0FEES & LICENSE
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt061
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0DALE E MORTENSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum08502652878
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-06-24
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MORTENSON FOUNDATION INC
ReturnHeader/Filer/BusinessNameControlTxt0MORT
ReturnHeader/Filer/EIN0862688528
ReturnHeader/Filer/PhoneNum08506248214
ReturnHeader/Filer/USAddress/AddressLine1Txt07822 SOUTH MCCANN RD
ReturnHeader/Filer/USAddress/CityNm0SOUTHPORT
ReturnHeader/Filer/USAddress/StateAbbreviationCd0FL
ReturnHeader/Filer/USAddress/ZIPCd032409
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0200122781
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0LIGHTHOUSE CPAS PA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01217 JENKS AVENUE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PANAMA CITY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0FL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd032401
ReturnHeader/PreparerPersonGrp/PhoneNum08507855254
ReturnHeader/PreparerPersonGrp/PreparationDt02025-06-24
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0GRETL SILER
ReturnHeader/ReturnTs02025-06-24T17:26:00-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.