Civic Intelligence

Mortenson Foundation Inc.

990PF • Fiscal year 2021 • EIN 86-2688528

Jan 01, 2021 to Dec 31, 2021 • Filed on Dec 15, 2022

Organization Profile
7822 S Mccann RdSouthport, FL 32409

(850) 265-2878

Siviq Scores

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

Liabilities / Assets

96th percentile

1.00x

Higher debt load relative to assets than 96% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Liabilities / Revenue

95th percentile

1.00x

Higher debt load relative to revenue than 95% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Net Margin

100th percentile

100%

Higher net margin than 100% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Top Officer Pay

78th percentile

$0

Higher top officer pay than 78% of similar nonprofits.

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

2021 filings • <$500k nonprofits • Source year 2021

Asset Growth

42nd percentile

0.0%

Faster asset growth than 42% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

46th percentile

0.0%

Faster revenue growth than 46% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets96th percentile

Assets

Down

$0

Down $1 (-100%) from 2020

Net Assets

Flat

$0

Flat from 2020

Liabilities

Down

$0

Down $1 (-100%) from 2020

Revenue And Expenses
Liabilities / Revenue95th percentileNet Margin100th percentile

Revenue

Down

$0

Down $1 (-100%) from 2020

Expenses

Flat

$0

Flat from 2020

Net Income

Down

$0

Down $1 (-100%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth42nd percentile

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

$100K$50K$0Assets 2020: $1Liabilities 2020: $1Net Assets 2020: $02020Assets 2021: $0Liabilities 2021: $0Net 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

2021

Assets$0
Liabilities$0
Net Assets$0
Open 2021 Filing

Operations Trend

Revenue Growth46th percentile

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

$150K$100K$50K$0-$50KRevenue 2020: $1Expenses 2020: $0Net Income 2020: $12020Revenue 2021: $0Expenses 2021: $0Net Income 2021: $02021Revenue 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

2021

Revenue$0
Expenses$0
Net Income$0
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Dec 15, 2022
Return Version
2021v4.0
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DALE MORTENSONPresident-$0--
EILEEN MORTENSONTreasurer-$0--
Filing and Contact Details

Filer

Filer Name
Mortenson Foundation Inc
EIN
86-2688528
Phone
8502652878
Address
7822 S MCCANN RD, SOUTHPORT, FL 32409

Signing Officer

Name
Dale Mortenson
Title
President
Phone
8502652878
Signed
2022-12-15

Preparer

Firm
Lighthouse Cpas Pa
Address
1217 JENKS AVENUE, PANAMA CITY, FL 32401
Preparer
Emily Wylie
Phone
8507855254
Raw XML Appendix140 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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IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/PreparerPersonGrp/PreparationDt02022-12-19
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ReturnHeader/ReturnTypeCd0990PF
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ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$0
Expenses
$0
Net income
$0
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