Civic Intelligence

William E Bradley Research Foundation

990PF • Fiscal year 2019 • EIN 91-6558207

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 03, 2020

PO Box 5819Rochester, MN 55903

(507) 398-6976

Siviq Scores

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

Liabilities / Assets

37th percentile

0.00x

Higher debt load relative to assets than 37% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

50th percentile

0.05x

Higher debt load relative to revenue than 50% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Net Margin

6th percentile

-101%

Higher net margin than 6% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

43rd percentile

$0

Higher top officer pay than 43% of similar nonprofits.

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Asset Growth

48th percentile

1.8%

Faster asset growth than 48% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

10th percentile

-36%

Faster revenue growth than 10% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Assets

Up

$3,488,778

Up $60,286 (+1.8%) from 2018

Net Assets

Up

$3,479,830

Up $51,338 (+1.5%) from 2018

Liabilities

Up

$8,948

Up $8,948 from 2018

Revenue

Down

$184,797

Down $104,070 (-36%) from 2018

Expenses

Up

$371,406

Up $49,512 (+15%) from 2018

Net Income

Down

-$186,609

Down $153,582 (-465%) from 2018

Historical Trend

Balance Sheet Trend

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2009: $3,853,311Liabilities 2009: $243,2412009Assets 2012: $3,464,888Liabilities 2012: $02012Assets 2013: $3,413,125Liabilities 2013: $0Net Assets 2013: $3,413,1252013Assets 2014: $3,355,982Liabilities 2014: $0Net Assets 2014: $3,355,9822014Assets 2015: $3,295,005Liabilities 2015: $0Net Assets 2015: $3,295,0052015Assets 2016: $3,237,113Liabilities 2016: $0Net Assets 2016: $3,237,1132016Assets 2017: $3,277,097Liabilities 2017: $0Net Assets 2017: $3,277,0972017Assets 2018: $3,428,492Liabilities 2018: $0Net Assets 2018: $3,428,4922018Assets 2019: $3,488,778Liabilities 2019: $8,948Net Assets 2019: $3,479,8302019Assets 2020: $3,295,124Liabilities 2020: $1,132Net Assets 2020: $3,293,9922020Assets 2021: $3,101,815Liabilities 2021: $2,135Net Assets 2021: $3,099,6802021Assets 2022: $3,131,567Liabilities 2022: $2,619Net Assets 2022: $3,128,9482022Assets 2023: $2,946,624Liabilities 2023: $0Net Assets 2023: $2,946,6242023Assets 2024: $2,909,083Liabilities 2024: $423Net Assets 2024: $2,908,6602024

Highlighted filing

2019

Assets$3,488,778
Liabilities$8,948
Net Assets$3,479,830

Operations Trend

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

$600K$400K$200K$0-$200K-$400KRevenue 2009: $158,430Expenses 2009: $252,058Net Income 2009: -$93,6282009Revenue 2012: $269,217Expenses 2012: $247,018Net Income 2012: $22,1992012Revenue 2013: $213,887Expenses 2013: $265,650Net Income 2013: -$51,7632013Revenue 2014: $252,150Expenses 2014: $295,495Net Income 2014: -$43,3452014Revenue 2015: $240,729Expenses 2015: $303,652Net Income 2015: -$62,9232015Revenue 2016: $251,264Expenses 2016: $309,395Net Income 2016: -$58,1312016Revenue 2017: $194,076Expenses 2017: $319,858Net Income 2017: -$125,7822017Revenue 2018: $288,867Expenses 2018: $321,894Net Income 2018: -$33,0272018Revenue 2019: $184,797Expenses 2019: $371,406Net Income 2019: -$186,6092019Revenue 2020: $180,016Expenses 2020: $365,854Net Income 2020: -$185,8382020Revenue 2021: $178,983Expenses 2021: $373,295Net Income 2021: -$194,3122021Revenue 2022: $161,691Expenses 2022: $426,747Net Income 2022: -$265,0562022Revenue 2023: $161,440Expenses 2023: $410,854Net Income 2023: -$249,4142023Revenue 2024: $166,994Expenses 2024: $384,783Net Income 2024: -$217,7892024

Highlighted filing

2019

Revenue$184,797
Expenses$371,406
Net Income-$186,609
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 3, 2020
Return Version
2019v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID J BRADLEYTrusteePT$0--
ELIZABETH A BRADLEYTrusteePT$0--
Filing and Contact Details

Filer

Filer Name
William E Bradley Research Foundation
EIN
91-6558207
Phone
5073986976
Address
PO BOX 5819, ROCHESTER, MN 55903

Signing Officer

Name
Elizabeth Bradley
Title
Trustee
Phone
5073986976
Signed
2020-11-03
Discuss with paid preparer
Yes

Preparer

Firm
Rsm US Llp
Address
227 WEST FIRST STREET SUITE 700, DULUTH, MN 55802-1926
Preparer
Julie Boyer
Phone
2187275025
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt0346857
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0316734
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt0309297
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0306499
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt0297316
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt0282235
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.043864
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.047628
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.049443
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.048016
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.046883
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt01846
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt07314672
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt07220743
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt06494082
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt06019941
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.235834
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0359810
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0361656
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt01846
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0361656
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd01
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0PO BOX 5819
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0ROCHESTER
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MN
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd055903
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0WA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0ELIZABETH BRADLEY
IRS990PF/StatementsRegardingActyGrp/PhoneNum05073986976
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt0352708
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL SUPPORT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0VANGUARD CHARITABLE DONOR ADVISED FUND
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 9509
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0WARWICK
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd0028899509
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0352708
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt07996
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0353660
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0363888
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0361656
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0355892
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0353660
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0MERRILL LYNCH - ANNUAL ACCOUNT FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1STATE OF WASHINGTON CHARITIES PROGRAM RENEWAL
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2BANK FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3MAILING EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1170
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt3518
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0150
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt27
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0150
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1170
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt27
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3518
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0237947
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0UNREALIZED GAIN ON DONATION OF STOCK
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt00
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0EXPENSE REIMBURSEMENT
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt08948
TaxesSchedule/TaxesDetail/Amt09593
TaxesSchedule/TaxesDetail/CategoryTxt0FEDERAL TAXES PAID
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ELIZABETH BRADLEY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05073986976
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-03
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WILLIAM E BRADLEY RESEARCH FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0WILL
ReturnHeader/Filer/EIN0916558207
ReturnHeader/Filer/PhoneNum05073986976
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 5819
ReturnHeader/Filer/USAddress/CityNm0ROCHESTER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MN
ReturnHeader/Filer/USAddress/ZIPCd055903
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.91$0.00$2.91$0.17$0.38$0.22
2023Detailed filing. Detailed filing data is available for this year.$2.95$0.00$2.95$0.16$0.41$0.25
2022Detailed filing. Detailed filing data is available for this year.$3.13$0.00$3.13$0.16$0.43$0.27
2021Detailed filing. Detailed filing data is available for this year.$3.10$0.00$3.10$0.18$0.37$0.19
2020Detailed filing. Detailed filing data is available for this year.$3.30$0.00$3.29$0.18$0.37$0.19
2019Detailed filing. Detailed filing data is available for this year.$3.49$0.01$3.48$0.18$0.37$0.19
2018Detailed filing. Detailed filing data is available for this year.$3.43$0.00$3.43$0.29$0.32$0.03
2017Detailed filing. Detailed filing data is available for this year.$3.28$0.00$3.28$0.19$0.32$0.13
2016Detailed filing. Detailed filing data is available for this year.$3.24$0.00$3.24$0.25$0.31$0.06
2015Detailed filing. Detailed filing data is available for this year.$3.30$0.00$3.30$0.24$0.30$0.06
2014Detailed filing. Detailed filing data is available for this year.$3.36$0.00$3.36$0.25$0.30$0.04
2013Detailed filing. Detailed filing data is available for this year.$3.41$0.00$3.41$0.21$0.27$0.05
2012Summary only. Only limited summary data is available for this year.$3.46$0.00$0.27$0.25$0.02
2009Summary only. Only limited summary data is available for this year.$3.85$0.24$0.16$0.25$0.09