Civic Intelligence

The Peninsula Community Foundation

990 • Fiscal year 2021 • EIN 01-0554374

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 04, 2022

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

72nd percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Liabilities / Revenue

71st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

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

Net Margin

39th percentile

-3.2%

Higher net margin than 39% of similar nonprofits.

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

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.

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

Asset Growth

35th percentile

-4.6%

Faster asset growth than 35% of similar nonprofits.

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

Revenue Growth

70th percentile

61%

Faster revenue growth than 70% of similar nonprofits.

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

Assets

Down

$199,342

Down $9,594 (-4.6%) from 2020

Net Assets

Down

$199,342

Down $6,823 (-3.3%) from 2020

Liabilities

Down

$0

Down $2,771 (-100%) from 2020

Revenue

Up

$213,894

Up $80,729 (+61%) from 2020

Expenses

Up

$220,717

Up $42,237 (+24%) from 2020

Net Income

Up

-$6,823

Up $38,492 (+85%) from 2020

Historical Trend

Balance Sheet Trend

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

2021

Assets$199,342
Liabilities$0
Net Assets$199,342

Operations Trend

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

2021

Revenue$213,894
Expenses$220,717
Net Income-$6,823
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 4, 2022
Return Version
2021v4.0
Gross Receipts
$223,741
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$208,936$199,342▼ $9,594
Total Assets$208,936$199,342▼ $9,594
Liabilities
Other Liabilities$2,771--
Total Liabilities$2,771$0▼ $2,771
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$206,165$199,342▼ $6,823
Total Net Assets Fund Balance$206,165$199,342▼ $6,823
Total Liabilities and Net Assets / Fund Balance$208,936$199,342▼ $9,594
Compensation and Service Providers

Board Members and Trustees

NameTitle
George SearlePresident
Susan HartmanSecretary
Mary JonesTreasurer
Andrea GriffinVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$223,432
Program Service Revenue
$0
Investment Income
$309
Other Revenue
$-9,847
All Other Contributions
$100,000
Change in Net Assets
$-6,823
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$201,575
Other Expenses$19,142
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$201,575--$201,575
Information Technology$9,947--$9,947
Office Expenses$8,496--$8,496
Travel$699--$699
Total Functional Expenses$220,717$0$0$220,717
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Ada Jenkins CenterDavidson, NC3Child Reading Prog$20,000
Lake Norman Comm Health ClinicHuntersville, NC3Community Health$20,000
Smithville Community CoalitionCornelius, NC3Communi Development$19,000
Caterpillar MinistriesHuntersville, NC3Child Education$17,500
Davidson Cornelius Child Dev CtrDavidson, NC3Childcare$15,000
Hospice and Pallantive CareDavidson, NC3Senior Help Services$13,200
Bags of HopeCornelius, NC3Child Nutrition$10,000
Discovery Place KidsHuntersville, NC3Child Education$10,000
Make a Wish FoundationCharlotte, NC-Community Service$10,000
Global Minds UnitedDavidson, NC3Child Education$7,500
Hope House FoundationHuntersville, NC3Community Service$7,500
Meck Cty Boy Scounts of AmCharlotte, NC3Child Education$7,500
Safe AllianceCharlotte, NC3Domestic Abuse Help$7,500
Thrive Global ProjectCharlotte, NC3Child Education$7,500
Beds for KidsCharlotte, NC3Childcare$7,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$9,847
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Dinner and Auct$123,432-$9,847-
Total Events$123,432-$9,847$-9,847
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
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
Mary Jones
Title
Treasurer
Phone
7048967080
Signed
2022-11-04
Discuss with paid preparer
Yes

Organization Details

Principal Officer
George Searle
Formed
2001
Legal Domicile
Nc
Voting Board Members
11
Independent Board Members
11
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

Smithville community coalition p.o. Box 1206 cornelius, nc 28031 19,000 community development caterpillar ministries p.o.box 2115 huntersville, nc 28078 17,500 davidson cornelius child dev 242 gamble street davidson nc 28036 childcare 15,000 hospice abd oakkabtuve care 705 griffith st ste 203 davidson, nc 28036 senior help services 13,200 discovery place 105 gilead road huntersville, nc 28078 child education 10,000 bags of hope p.o. Box 1439 cornelius, nc 28031 child nutrition 10,000 make a wish foundation 217 e tremont avenue charlotte, nc 28203 community service 10,000 meck cty boy scouts 1410 e 7th st charlotte, nc 28204 child education 7,500 global minds united p.o. Box 1125 davidson, nc 28036 child education 7,500 thrive global project p.o. Box 11161 charlotte, nc 28220 child education 7,500 hope house foundation p.o. Box 61 huntersville, nc 28078 community service 7,500 safe alliance 601 east fifth st charlotte, nc 28202 domestic abuse help 7,500 beds for kids 1800 camden rd ste 10 charlotte, nc 28208 7,000

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

Cain center p.o. Box 1443 cornelius, nc 28031 art. And cultural org 5,000 davidson village network p.o.box 327 davidson, nc 28036 seniors help services 5,000 big brothers, big sisters 3801 independence blvd ste 101 charlotte, nc 28208 childcare 5,000 bright blessings lake norman 1150-c crews road huntersville, nc 28078 community service 5,000 safe families for children 4300 irving road chicago, il 60641 child safety 2,375

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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/PurposeOfGrantTxt0CHILD READING PROG
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1CHILD NUTRITION
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2CHILD EDUCATION
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3CHILD EDUCATION
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt4CHILD EDUCATION
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt5CHILDCARE
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt6CHILD EDUCATION
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt7CHILDCARE
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt8CHILD EDUCATION
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt9SENIOR HELP SERVICES
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt10COMMUNITY SERVICE
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt11DOMESTIC ABUSE HELP
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt12COMMUNITY HEALTH
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt13COMMUNI DEVELOPMENT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt14COMMUNITY SERVICE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0ADA JENKINS CENTER
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1BAGS OF HOPE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2MECK CTY BOY SCOUNTS OF AM
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3GLOBAL MINDS UNITED
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4CATERPILLAR MINISTRIES
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt5BEDS FOR KIDS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt6THRIVE GLOBAL PROJECT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt7DAVIDSON CORNELIUS CHILD DEV CTR
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt8DISCOVERY PLACE KIDS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt9HOSPICE AND PALLANTIVE CARE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt10HOPE HOUSE FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt11SAFE ALLIANCE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt12LAKE NORMAN COMM HEALTH CLINIC
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt13SMITHVILLE COMMUNITY COALITION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt14MAKE A WISH FOUNDATION
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IRS990ScheduleI/RecipientTable/RecipientEIN1823487527
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IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0212 GAMBLE STREET
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1PO BOX 1439
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt21410 EAST 7TH ST
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt3PO BOX 1125
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt4PO BOX 2155
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt51800 CAMDEN RD STE 10
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt6PO BOX 11161
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt7242 GAMBLE STREET
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt8105 GILEAD ROAD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt9705 GRIFFITH ST STE 203
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt10PO BOX 61
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt11601 EAST FIFTH STREET
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1214230 HUNTERS ROAD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt13PO BOX 1206
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt14217 E TREMONT AVENUE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0DAVIDSON
IRS990ScheduleI/RecipientTable/USAddress/CityNm1CORNELIUS
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SMITHVILLE COMMUNITY COALITION P.O. BOX 1206 CORNELIUS, NC 28031 19,000 COMMUNITY DEVELOPMENT CATERPILLAR MINISTRIES P.O.BOX 2115 HUNTERSVILLE, NC 28078 17,500 DAVIDSON CORNELIUS CHILD DEV 242 GAMBLE STREET DAVIDSON NC 28036 CHILDCARE 15,000 HOSPICE ABD OAKKABTUVE CARE 705 GRIFFITH ST STE 203 DAVIDSON, NC 28036 SENIOR HELP SERVICES 13,200 DISCOVERY PLACE 105 GILEAD ROAD HUNTERSVILLE, NC 28078 CHILD EDUCATION 10,000 BAGS OF HOPE P.O. BOX 1439 CORNELIUS, NC 28031 CHILD NUTRITION 10,000 MAKE A WISH FOUNDATION 217 E TREMONT AVENUE CHARLOTTE, NC 28203 COMMUNITY SERVICE 10,000 MECK CTY BOY SCOUTS 1410 E 7TH ST CHARLOTTE, NC 28204 CHILD EDUCATION 7,500 GLOBAL MINDS UNITED P.O. BOX 1125 DAVIDSON, NC 28036 CHILD EDUCATION 7,500 THRIVE GLOBAL PROJECT P.O. BOX 11161 CHARLOTTE, NC 28220 CHILD EDUCATION 7,500 HOPE HOUSE FOUNDATION P.O. BOX 61 HUNTERSVILLE, NC 28078 COMMUNITY SERVICE 7,500 SAFE ALLIANCE 601 EAST FIFTH ST CHARLOTTE, NC 28202 DOMESTIC ABUSE HELP 7,500 BEDS FOR KIDS 1800 CAMDEN RD STE 10 CHARLOTTE, NC 28208 7,000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1CAIN CENTER P.O. BOX 1443 CORNELIUS, NC 28031 ART. AND CULTURAL ORG 5,000 DAVIDSON VILLAGE NETWORK P.O.BOX 327 DAVIDSON, NC 28036 SENIORS HELP SERVICES 5,000 BIG BROTHERS, BIG SISTERS 3801 INDEPENDENCE BLVD STE 101 CHARLOTTE, NC 28208 CHILDCARE 5,000 BRIGHT BLESSINGS LAKE NORMAN 1150-C CREWS ROAD HUNTERSVILLE, NC 28078 COMMUNITY SERVICE 5,000 SAFE FAMILIES FOR CHILDREN 4300 IRVING ROAD CHICAGO, IL 60641 CHILD SAFETY 2,375
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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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

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