Civic Intelligence

The Peninsula Community Foundation

990 • Fiscal year 2018 • EIN 01-0554374

Jan 01, 2018 to Dec 31, 2018 • Filed on Jul 31, 2019

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

0.04x

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

2018 filings • NTEE T • <$500k nonprofits • Source year 2018

Liabilities / Revenue

88th percentile

0.04x

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

2018 filings • NTEE T • <$500k nonprofits • Source year 2018

Net Margin

79th percentile

42%

Higher net margin than 79% of similar nonprofits.

2018 filings • NTEE T • <$500k nonprofits • Source year 2018

Top Officer Pay

92nd percentile

$0

Higher top officer pay than 92% of similar nonprofits.

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

2018 filings • NTEE T • <$500k nonprofits • Source year 2018

Asset Growth

88th percentile

59%

Faster asset growth than 88% of similar nonprofits.

2018 filings • NTEE T • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

79th percentile

56%

Faster revenue growth than 79% of similar nonprofits.

2018 filings • NTEE T • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets88th percentile

Assets

Up

$232,599

Up $86,555 (+59%) from 2017

Net Assets

Up

$224,034

Up $81,242 (+57%) from 2017

Liabilities

Up

$8,565

Up $5,313 (+163%) from 2017

Revenue And Expenses
Liabilities / Revenue88th percentileNet Margin79th percentile

Revenue

Up

$192,590

Up $68,980 (+56%) from 2017

Expenses

Down

$111,348

Down $7,315 (-6.2%) from 2017

Net Income

Up

$81,242

Up $76,295 (+1542%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth88th 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

2018

Assets$232,599
Liabilities$8,565
Net Assets$224,034
Open 2018 Filing

Operations Trend

Revenue Growth79th 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

2018

Revenue$192,590
Expenses$111,348
Net Income$81,242
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Jul 31, 2019
Return Version
2018v3.1
Gross Receipts
$299,785
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$146,044$232,599▲ $86,555
Total Assets$146,044$232,599▲ $86,555
Liabilities
Other Liabilities$3,252$8,565▲ $5,313
Total Liabilities$3,252$8,565▲ $5,313
Net Assets / Fund Balance
Unrestricted Net Assets$142,792$224,034▲ $81,242
Total Net Assets Fund Balance$142,792$224,034▲ $81,242
Total Liabilities and Net Assets / Fund Balance$146,044$232,599▲ $86,555
Compensation and Service Providers
Top Officer Pay92nd percentile

Board Members and Trustees

NameTitle
Mark StevensPresident
Pamela VargheseSecretary
Ron BruceTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$238,352
Program Service Revenue
$0
Investment Income
$233
Other Revenue
$-45,995
All Other Contributions
$60,272
Change in Net Assets
$81,242

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 Table84$40,272
Total Noncash Contributions84$40,272
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$103,354
Other Expenses$7,994
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$103,354--$103,354
Office Expenses$5,654--$5,654
Information Technology$2,340--$2,340
Total Functional Expenses$111,348$0$0$111,348
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Ada Jenkins CenterDavidson, NC3Child Reading Progra$20,000
Lake Norman Comm Health ClinicHuntersville, NC3Community Health$15,000
Carolina Comfort CoalitionserenityMooresville, NC3Elderly Care$7,500
Community in Christ PreschoolCornelius, NC3Childcare$7,500
Novant Health FoundationCharlotte, NC3Community Health$7,500
Scouting Through SoccerCharlotte, NC3Child Education$7,000
Hospice & Palliative Lake NormanDavidson, NC3Seniors Help Service$5,554
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$107,195
Fundraising Gross Income$61,200
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Dinner and Auct$239,280$61,200$107,195$-45,995
Total Events$239,280$61,200$107,195$-45,995
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$8,565
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
2019-07-31
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mark Stevens
Formed
2001
Legal Domicile
Nc
Voting Board Members
14
Independent Board Members
14
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

“Caterpillar ministries p.o. Bax 2155 huntersville, nc 28070 7,500 child education carolina comfort coalition/serenity house p.o. Box 2546 cornelius, nc 28031 7,500 elderly care novant health foundation p.o. Box 33549 charlotte, nc 28233 7,500 community health”

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

“Scouting through soccer 1410 east 7th street charlotte, nc 28204 7,000 child eduction hospice & palliative lake norman 705 griffith st, suite 203 davidson, nc 28036 seniors health services 5,554 safe alliance 601 east fifth street charlotte, nc 28202 domestic abuse help 5,000 big brothers/big sisters 3801 independence blvd charlotte, nc 28208 childcare 5,000 neighborhood care 19711 smith circle cornelius, nc 28031 community service program 4,800 live healhy kids p.o. Box 2483 davidson, nc 28036 child nutrition 4,000 caterpillar ministries p.o. Box 2155 huntersville, nc 28070 chld education 2,500 various colleges and universities scholarships and aid 12,000”

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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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CATERPILLAR MINISTRIES P.O. BAX 2155 HUNTERSVILLE, NC 28070 7,500 CHILD EDUCATION CAROLINA COMFORT COALITION/SERENITY HOUSE P.O. BOX 2546 CORNELIUS, NC 28031 7,500 ELDERLY CARE NOVANT HEALTH FOUNDATION P.O. BOX 33549 CHARLOTTE, NC 28233 7,500 COMMUNITY HEALTH
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1SCOUTING THROUGH SOCCER 1410 EAST 7TH STREET CHARLOTTE, NC 28204 7,000 CHILD EDUCTION HOSPICE & PALLIATIVE LAKE NORMAN 705 GRIFFITH ST, SUITE 203 DAVIDSON, NC 28036 SENIORS HEALTH SERVICES 5,554 SAFE ALLIANCE 601 EAST FIFTH STREET CHARLOTTE, NC 28202 DOMESTIC ABUSE HELP 5,000 BIG BROTHERS/BIG SISTERS 3801 INDEPENDENCE BLVD CHARLOTTE, NC 28208 CHILDCARE 5,000 NEIGHBORHOOD CARE 19711 SMITH CIRCLE CORNELIUS, NC 28031 COMMUNITY SERVICE PROGRAM 4,800 LIVE HEALHY KIDS P.O. BOX 2483 DAVIDSON, NC 28036 CHILD NUTRITION 4,000 CATERPILLAR MINISTRIES P.O. BOX 2155 HUNTERSVILLE, NC 28070 CHLD EDUCATION 2,500 VARIOUS COLLEGES AND UNIVERSITIES SCHOLARSHIPS AND AID 12,000
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.
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Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$232,599
Liabilities
$8,565
Net assets
$224,034
Revenue
$192,590
Expenses
$111,348
Net income
$81,242
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