Civic Intelligence

The Peninsula Community Foundation

990 • Fiscal year 2015 • EIN 01-0554374

Jan 01, 2015 to Dec 31, 2015 • Filed on Jul 12, 2016

Organization ProfileWWWTHEPENINSULACOMMUNITYFOUNDATION.ORG
19101 Peninsula Club DriveCornelius, NC 28031

(704) 896-7080

Siviq Scores

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

Liabilities / Assets

90th percentile

0.03x

Higher debt load relative to assets than 90% of similar nonprofits.

2015 filings • NTEE T • <$500k nonprofits • Source year 2015

Liabilities / Revenue

90th percentile

0.06x

Higher debt load relative to revenue than 90% of similar nonprofits.

2015 filings • NTEE T • <$500k nonprofits • Source year 2015

Net Margin

62nd percentile

14%

Higher net margin than 62% of similar nonprofits.

2015 filings • NTEE T • <$500k nonprofits • Source year 2015

Top Officer Pay

90th percentile

$0

Higher top officer pay than 90% of similar nonprofits.

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

2015 filings • NTEE T • <$500k nonprofits • Source year 2015

Asset Growth

75th percentile

12%

Faster asset growth than 75% of similar nonprofits.

2015 filings • NTEE T • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

47th percentile

-4.2%

Faster revenue growth than 47% of similar nonprofits.

2015 filings • NTEE T • <$500k nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets90th percentile

Assets

Up

$224,505

Up $24,240 (+12%) from 2014

Net Assets

Up

$217,635

Up $17,434 (+8.7%) from 2014

Liabilities

Up

$6,870

Up $6,806 (+10634%) from 2014

Revenue And Expenses
Liabilities / Revenue90th percentileNet Margin62nd percentile

Revenue

Down

$121,541

Down $5,342 (-4.2%) from 2014

Expenses

Up

$104,107

Up $2,992 (+3.0%) from 2014

Net Income

Down

$17,434

Down $8,334 (-32%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth75th percentile

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

$300K$200K$100K$0Assets 2011: $138,664Liabilities 2011: $0Net Assets 2011: $138,6642011Assets 2012: $185,158Liabilities 2012: $3,385Net Assets 2012: $181,7732012Assets 2013: $174,492Liabilities 2013: $59Net Assets 2013: $174,4332013Assets 2014: $200,265Liabilities 2014: $64Net Assets 2014: $200,2012014Assets 2015: $224,505Liabilities 2015: $6,870Net Assets 2015: $217,6352015Assets 2016: $142,820Liabilities 2016: $4,975Net Assets 2016: $137,8452016Assets 2017: $146,044Liabilities 2017: $3,252Net Assets 2017: $142,7922017Assets 2018: $232,599Liabilities 2018: $8,565Net Assets 2018: $224,0342018Assets 2019: $264,100Liabilities 2019: $12,620Net Assets 2019: $251,4802019Assets 2020: $208,936Liabilities 2020: $2,771Net Assets 2020: $206,1652020Assets 2021: $199,342Liabilities 2021: $0Net Assets 2021: $199,3422021Assets 2022: $256,180Liabilities 2022: $0Net Assets 2022: $256,1802022Assets 2023: $294,829Liabilities 2023: $183Net Assets 2023: $294,6462023Assets 2024: $281,705Liabilities 2024: $5,707Net Assets 2024: $275,9982024

Highlighted filing

2015

Assets$224,505
Liabilities$6,870
Net Assets$217,635
Open 2015 Filing

Operations Trend

Revenue Growth47th percentile

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

$600K$400K$200K$0-$200KExpenses 2011: $73,3102011Expenses 2012: $114,2482012Revenue 2013: $88,979Expenses 2013: $96,319Net Income 2013: -$7,3402013Revenue 2014: $126,883Expenses 2014: $101,115Net Income 2014: $25,7682014Revenue 2015: $121,541Expenses 2015: $104,107Net Income 2015: $17,4342015Revenue 2016: $98,262Expenses 2016: $178,052Net Income 2016: -$79,7902016Revenue 2017: $123,610Expenses 2017: $118,663Net Income 2017: $4,9472017Revenue 2018: $192,590Expenses 2018: $111,348Net Income 2018: $81,2422018Revenue 2019: $197,672Expenses 2019: $170,226Net Income 2019: $27,4462019Revenue 2020: $133,165Expenses 2020: $178,480Net Income 2020: -$45,3152020Revenue 2021: $213,894Expenses 2021: $220,717Net Income 2021: -$6,8232021Revenue 2022: $297,582Expenses 2022: $240,744Net Income 2022: $56,8382022Revenue 2023: $359,397Expenses 2023: $320,931Net Income 2023: $38,4662023Revenue 2024: $546,106Expenses 2024: $564,754Net Income 2024: -$18,6482024

Highlighted filing

2015

Revenue$121,541
Expenses$104,107
Net Income$17,434
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Jul 12, 2016
Return Version
2015v2.1
Gross Receipts
$238,636
Mission and Program Overview

Mission

Organization operates exclusively for charitable, educational, scientific and religious purposes donating funds to other charitable organizations in the community.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$200,265$224,505▲ $24,240
Total Assets$200,265$224,505▲ $24,240
Liabilities
Other Liabilities$64$6,870▲ $6,806
Total Liabilities$64$6,870▲ $6,806
Net Assets / Fund Balance
Unrestricted Net Assets$200,201$217,635▲ $17,434
Total Net Assets Fund Balance$200,201$217,635▲ $17,434
Total Liabilities and Net Assets / Fund Balance$200,265$224,505▲ $24,240
Compensation and Service Providers
Top Officer Pay90th percentile

Board Members and Trustees

NameTitle
Todd WiebuschPresident
Pamela VargheseSecretary
Ron BruceTreasurer
Lorraine ShalvoyVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$182,846
Program Service Revenue
$0
Investment Income
$56
Other Revenue
$-61,361
All Other Contributions
$107,040
Change in Net Assets
$17,434

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported Amount
Other Non Cash Contri Table103$67,040
Total Noncash Contributions103$67,040
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$97,960
Other Expenses$6,147
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$97,960--$97,960
Office Expenses$4,840--$4,840
Information Technology$1,180--$1,180
Other Expenses$127--$127
Total Functional Expenses$104,107$0$0$104,107
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Lake Norman Community HealthHuntersville, NC3Low Cost Medical$25,000
Davidson Cornelius Child CenterDavidson, NC3Childcare$10,000
Lake Norman KiwanisCornelius, NC3Child Education$10,000
Disovery Place KidsHuntersville, NC3Educational Museum$7,500
Ymca of Lake NormanCornelius, NC3Healthy Living$7,250
Community in Christ PreschoolCornelius, NC3Early Childhood Educ$6,210
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$117,095
Fundraising Gross Income$55,734
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Dinner and Auct$130,836$55,734$116,345$-60,611
Total Events$130,836$55,734$116,345$-60,611
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Credit Card Payable$6,870
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

“No review was or will be conducted.”

Form 990, Page 6, Part VI, Line 19

“Form 990 is available to the public via the nc secretary of state website.”

Filing and Contact Details

Filer

Filer Name
The Peninsula Community Foundation
EIN
01-0554374
Phone
7048967080
Address
19101 PENINSULA CLUB DRIVE, CORNELIUS, NC 28031

Signing Officer

Name
Ron Bruce
Title
Treasurer
Phone
7048967080
Signed
2016-07-12
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Todd Wiebusch
Formed
2001
Legal Domicile
Nc
Voting Board Members
10
Independent Board Members
10
Employees
0
Volunteers
30

Preparer

Firm
Deane & Dagit Cpas Pllc
Address
18127 W CATAWBA AVENUE, CORNELIUS, NC 28031
Preparer
William G Dagit CPA
Phone
7046558648
Supplemental Narrative

Additional Explanations

Form 990, Page 2, Part III, Line 4D

“Huntersville discovery place 7,500 105 gilead rd huntersville, nc 28078 ymca lake norman 7,250 21300 davidson st cornelius, nc 28031 community in christ preschool 6,210 7621 norman island drive cornelius, nc 28031 safe alliance 5,000 601 e. Fifth st charlotte, nc 28202 autism society of nc 5,000 505 oberlin road, suite 230 raleigh, nc 27605 special olympics mecklenburg cty 5,000 2200 gateway centre blvd morrisville, nc 27560 answer scholarship 3,500 6420 rea road ste 355 charlotte, nc 28277 hope house foundation 500 15604 northcross dr. Huntersville, nc 28078 various colleges and universities 13,000 scholarships and aid”

Raw XML Appendix375 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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IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1DAVIDSON CORNELIUS CHILD CENTER
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2LAKE NORMAN KIWANIS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3DISOVERY PLACE KIDS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4YMCA OF LAKE NORMAN
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt5COMMUNITY IN CHRIST PRESCHOOL
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IRS990ScheduleI/RecipientTable/RecipientEIN1560891613
IRS990ScheduleI/RecipientTable/RecipientEIN2264331330
IRS990ScheduleI/RecipientTable/RecipientEIN3560529944
IRS990ScheduleI/RecipientTable/RecipientEIN4561045299
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IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt014230 HUNTERS ROAD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1242 GAMBLE STREET
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt2PO BOX 2543
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt3105 GILEAD ROAD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt421300 DAVIDSON STREET
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt57621 NORMAN ISLAND DRIVE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0HUNTERSVILLE
IRS990ScheduleI/RecipientTable/USAddress/CityNm1DAVIDSON
IRS990ScheduleI/RecipientTable/USAddress/CityNm2CORNELIUS
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IRS990ScheduleM/OtherNonCashContriTableGrp/NoncashContributionsRptF990Amt067040
IRS990ScheduleM/ReviewProcessUnusualNCGiftsInd0false
IRS990ScheduleM/ThirdPartiesUsedInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0HUNTERSVILLE DISCOVERY PLACE 7,500 105 GILEAD RD HUNTERSVILLE, NC 28078 YMCA LAKE NORMAN 7,250 21300 DAVIDSON ST CORNELIUS, NC 28031 COMMUNITY IN CHRIST PRESCHOOL 6,210 7621 NORMAN ISLAND DRIVE CORNELIUS, NC 28031 SAFE ALLIANCE 5,000 601 E. FIFTH ST CHARLOTTE, NC 28202 AUTISM SOCIETY OF NC 5,000 505 OBERLIN ROAD, SUITE 230 RALEIGH, NC 27605 SPECIAL OLYMPICS MECKLENBURG CTY 5,000 2200 GATEWAY CENTRE BLVD MORRISVILLE, NC 27560 ANSWER SCHOLARSHIP 3,500 6420 REA ROAD STE 355 CHARLOTTE, NC 28277 HOPE HOUSE FOUNDATION 500 15604 NORTHCROSS DR. HUNTERSVILLE, NC 28078 VARIOUS COLLEGES AND UNIVERSITIES 13,000 SCHOLARSHIPS AND AID
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2FORM 990 IS AVAILABLE TO THE PUBLIC VIA THE NC SECRETARY OF STATE WEBSITE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
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IRS990/TotalFunctionalExpensesGrp/TotalAmt0104107
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IRS990/TotalRevenueGrp/ExclusionAmt0-60611
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IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0121541
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IRS990/USAddress/AddressLine1Txt019101 PENINSULA CLUB DRIVE
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IRS990/WebsiteAddressTxt0WWWTHEPENINSULACOMMUNITYFOUNDATION.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0RON BRUCE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum07048967080
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-07-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE PENINSULA COMMUNITY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0PENI
ReturnHeader/Filer/EIN0010554374
ReturnHeader/Filer/PhoneNum07048967080
ReturnHeader/Filer/USAddress/AddressLine1Txt019101 PENINSULA CLUB DRIVE
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ReturnHeader/Filer/USAddress/StateAbbreviationCd0NC
ReturnHeader/Filer/USAddress/ZIPCd028031
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0471851073
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0DEANE & DAGIT CPAS PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt018127 W CATAWBA AVENUE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CORNELIUS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd028031
ReturnHeader/PreparerPersonGrp/PhoneNum07046558648
ReturnHeader/PreparerPersonGrp/PreparationDt02016-07-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WILLIAM G DAGIT CPA
ReturnHeader/ReturnTs02016-07-12T13:37:51-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

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Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$224,505
Liabilities
$6,870
Net assets
$217,635
Revenue
$121,541
Expenses
$104,107
Net income
$17,434
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.82$0.06$2.76$5.46$5.65$0.19
2023Detailed filing. Detailed filing data is available for this year.$2.95$0.00$2.95$3.59$3.21$0.38
2022Detailed filing. Detailed filing data is available for this year.$2.56$0.00$2.56$2.98$2.41$0.57
2021Detailed filing. Detailed filing data is available for this year.$1.99$0.00$1.99$2.14$2.21$0.07
2020Detailed filing. Detailed filing data is available for this year.$2.09$0.03$2.06$1.33$1.78$0.45
2019Detailed filing. Detailed filing data is available for this year.$2.64$0.13$2.51$1.98$1.70$0.27
2018Detailed filing. Detailed filing data is available for this year.$2.33$0.09$2.24$1.93$1.11$0.81
2017Detailed filing. Detailed filing data is available for this year.$1.46$0.03$1.43$1.24$1.19$0.05
2016Detailed filing. Detailed filing data is available for this year.$1.43$0.05$1.38$0.98$1.78$0.80
2015Detailed filing. Detailed filing data is available for this year.$2.25$0.07$2.18$1.22$1.04$0.17
2014Detailed filing. Detailed filing data is available for this year.$2.00$0.00$2.00$1.27$1.01$0.26
2013Detailed filing. Detailed filing data is available for this year.$1.74$0.00$1.74$0.89$0.96$0.07
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.85$0.03$1.82$1.14
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.39$0.00$1.39$0.73