Civic Intelligence

The Peninsula Community Foundation

990 • Fiscal year 2017 • EIN 01-0554374

Jan 01, 2017 to Dec 31, 2017 • Filed on Sep 26, 2018

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

88th percentile

0.02x

Higher debt load relative to assets than 88% of similar nonprofits.

2017 filings • NTEE T • <$500k nonprofits • Source year 2017

Liabilities / Revenue

88th percentile

0.03x

Higher debt load relative to revenue than 88% of similar nonprofits.

2017 filings • NTEE T • <$500k nonprofits • Source year 2017

Net Margin

53rd percentile

4.0%

Higher net margin than 53% of similar nonprofits.

2017 filings • NTEE T • <$500k nonprofits • Source year 2017

Top Officer Pay

91st percentile

$0

Higher top officer pay than 91% of similar nonprofits.

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

2017 filings • NTEE T • <$500k nonprofits • Source year 2017

Asset Growth

59th percentile

2.3%

Faster asset growth than 59% of similar nonprofits.

2017 filings • NTEE T • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

63rd percentile

26%

Faster revenue growth than 63% of similar nonprofits.

2017 filings • NTEE T • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets88th percentile

Assets

Up

$146,044

Up $3,224 (+2.3%) from 2016

Net Assets

Up

$142,792

Up $4,947 (+3.6%) from 2016

Liabilities

Down

$3,252

Down $1,723 (-35%) from 2016

Revenue And Expenses
Liabilities / Revenue88th percentileNet Margin53rd percentile

Revenue

Up

$123,610

Up $25,348 (+26%) from 2016

Expenses

Down

$118,663

Down $59,389 (-33%) from 2016

Net Income

Up

$4,947

Up $84,737 (+106%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth59th 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

2017

Assets$146,044
Liabilities$3,252
Net Assets$142,792
Open 2017 Filing

Operations Trend

Revenue Growth63rd 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

2017

Revenue$123,610
Expenses$118,663
Net Income$4,947
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Sep 26, 2018
Return Version
2017v2.3
Gross Receipts
$202,843
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$142,820$146,044▲ $3,224
Total Assets$142,820$146,044▲ $3,224
Liabilities
Other Liabilities$4,975$3,252▼ $1,723
Total Liabilities$4,975$3,252▼ $1,723
Net Assets / Fund Balance
Unrestricted Net Assets$137,845$142,792▲ $4,947
Total Net Assets Fund Balance$137,845$142,792▲ $4,947
Total Liabilities and Net Assets / Fund Balance$142,820$146,044▲ $3,224
Compensation and Service Providers
Top Officer Pay91st percentile

Board Members and Trustees

NameTitle
Todd WiebuschPresident
Pamela VargheseSecretary
Ron BruceTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$157,897
Program Service Revenue
$0
Investment Income
$56
Other Revenue
$-34,343
All Other Contributions
$44,908
Change in Net Assets
$4,947

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 Table1$28,908
Total Noncash Contributions1$28,908
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$109,750
Other Expenses$8,913
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$109,750--$109,750
Office Expenses$5,903--$5,903
Information Technology$2,340--$2,340
Advertising$670--$670
Total Functional Expenses$118,663$0$0$118,663
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Ada Jenkins CenterDavidson, NC3Crisis Assistance$20,000
Meckenburg Cty Boy ScoutsCharlotte, NC3Child Education$9,000
Caterpillar MinistriesHuntersville, NC3Educational Museum$7,500
Classroom CentralCharlotte, NC3Child Reading Progra$7,500
Disovery Place KidsHuntersville, NC3Child Education$7,500
Foundation for RespectabilityCornelius, NC3Rec for Mentaly Hdcp$7,500
Musical MindsHuntersville, NC3Child Education$7,500
Special Olympics Meck CtyMorrisville, NC3Child Eduction$7,500
Ymca Readers ProgramDavidson, NC3-$7,250
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$79,233
Fundraising Gross Income$44,890
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Dinner and Auct$157,879$44,890$79,233$-34,343
Total Events$157,879$44,890$79,233$-34,343
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$3,252
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
2018-09-26
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

Preparer

Firm
William G Dagit CPA
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 4C

“105 gilead road huntersville, nc 28078 7,500 child education foundation for respect ability p.o. Box 2546 cornelius, nc 28031 7,500 child eduction special olympics mecklenburg cty 2200 gateway centre blvd morrisville, nc 27560 7,500 child eduction classroom central 2216 wilkenson blvd charlotte, nc 28208 7,500 child education”

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

“Ymca readers program 212 gamble street davidson, nc 28036 7,250 child reading program safe alliance 601 east fifth street charlotte, nc 28202 domestic abuse help 5,000 davidson village network p.o. Box 327 davidson, nc 28036 4,000 seniors help services patriot military family foundation 129 fast lane, suite 200 mooresville, nc 28117 2,500 veteran services various colleges and universities 17,000 scholarships and aid”

Raw XML Appendix390 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/PurposeOfGrantTxt4CHILD EDUCATION
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt5REC FOR MENTALY HDCP
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt6CHILD EDUCTION
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt7CHILD READING PROGRA
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IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4DISOVERY PLACE KIDS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt5FOUNDATION FOR RESPECTABILITY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt6SPECIAL OLYMPICS MECK CTY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt7CLASSROOM CENTRAL
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt8YMCA READERS PROGRAM
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IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt11410 E 7TH STREET
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt2PO BOX 2088
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt3PO BOX 2155
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt4105 GILEAD ROAD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt5POBOX 2546
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt62200 GATEWAY CTR BLVD SUITE 201
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt72216 WILKENSON BLVD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt8212 GAMBLE STREET
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0105 GILEAD ROAD HUNTERSVILLE, NC 28078 7,500 CHILD EDUCATION FOUNDATION FOR RESPECT ABILITY P.O. BOX 2546 CORNELIUS, NC 28031 7,500 CHILD EDUCTION SPECIAL OLYMPICS MECKLENBURG CTY 2200 GATEWAY CENTRE BLVD MORRISVILLE, NC 27560 7,500 CHILD EDUCTION CLASSROOM CENTRAL 2216 WILKENSON BLVD CHARLOTTE, NC 28208 7,500 CHILD EDUCATION
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1YMCA READERS PROGRAM 212 GAMBLE STREET DAVIDSON, NC 28036 7,250 CHILD READING PROGRAM SAFE ALLIANCE 601 EAST FIFTH STREET CHARLOTTE, NC 28202 DOMESTIC ABUSE HELP 5,000 DAVIDSON VILLAGE NETWORK P.O. BOX 327 DAVIDSON, NC 28036 4,000 SENIORS HELP SERVICES PATRIOT MILITARY FAMILY FOUNDATION 129 FAST LANE, SUITE 200 MOORESVILLE, NC 28117 2,500 VETERAN SERVICES VARIOUS COLLEGES AND UNIVERSITIES 17,000 SCHOLARSHIPS AND AID
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2NO REVIEW WAS OR WILL BE CONDUCTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3FORM 990 IS AVAILABLE TO THE PUBLIC VIA THE NC SECRETARY OF STATE WEBSITE.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 2, PART III, LINE 4C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 2, PART III, LINE 4D
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
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ReturnHeader/FilingSecurityInformation/IPDt02018-09-27
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ReturnHeader/FilingSecurityInformation/IPTm010:10:34
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0251756789
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt018127 W CATAWBA AVENUE
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ReturnHeader/PreparerPersonGrp/PreparerPersonNm0WILLIAM G DAGIT CPA
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ReturnHeader/ReturnTs02018-09-27T11:10:34-04:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$146,044
Liabilities
$3,252
Net assets
$142,792
Revenue
$123,610
Expenses
$118,663
Net income
$4,947
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