Civic Intelligence

Community Foundation of Crawford County Inc.

990 • Fiscal year 2014 • EIN 20-0834966

Jul 01, 2013 to Jun 30, 2014 • Filed on May 11, 2015

Organization ProfileCF-CC.ORG

View Organization Page

602 W Plaza Drive PO Box 15347137

(502) 445-3752

Siviq Scores

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

Liabilities / Assets

16th percentile

0.01x

Higher debt load relative to assets than 16% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Liabilities / Revenue

41st percentile

0.13x

Higher debt load relative to revenue than 41% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Net Margin

88th percentile

41%

Higher net margin than 88% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Top Officer Pay

35th percentile

$89,252

Higher top officer pay than 35% of similar nonprofits.

Top officer pay equals 22.2% of source-year revenue.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2014

Asset Growth

79th percentile

15%

Faster asset growth than 79% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2013 to 2014

Revenue Growth

76th percentile

19%

Faster revenue growth than 76% of similar nonprofits.

2014 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets16th percentile

Assets

Up

$5,930,363

Up $771,030 (+15%) from 2013

Net Assets

Up

$5,877,244

Up $800,036 (+16%) from 2013

Liabilities

Down

$53,119

Down $29,006 (-35%) from 2013

Revenue And Expenses
Liabilities / Revenue41st percentileNet Margin88th percentile

Revenue

Up

$401,459

Up $64,077 (+19%) from 2013

Expenses

Down

$238,336

Down $85,203 (-26%) from 2013

Net Income

Up

$163,123

Up $149,280 (+1078%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth79th percentile

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

$15M$10M$5.0M$0Assets 2011: $4,967,116Liabilities 2011: $81,939Net Assets 2011: $4,885,1772011Assets 2012: $4,884,659Liabilities 2012: $82,886Net Assets 2012: $4,801,7732012Assets 2013: $5,159,333Liabilities 2013: $82,125Net Assets 2013: $5,077,2082013Assets 2014: $5,930,363Liabilities 2014: $53,119Net Assets 2014: $5,877,2442014Assets 2016: $5,905,876Liabilities 2016: $105,388Net Assets 2016: $5,800,4882016Assets 2017: $6,230,560Liabilities 2017: $52,302Net Assets 2017: $6,178,2582017Assets 2018: $6,641,501Liabilities 2018: $112,455Net Assets 2018: $6,529,0462018Assets 2019: $7,775,727Liabilities 2019: $449,101Net Assets 2019: $7,326,6262019Assets 2020: $8,032,210Liabilities 2020: $164,515Net Assets 2020: $7,867,6952020Assets 2021: $9,910,494Liabilities 2021: $176,888Net Assets 2021: $9,733,6062021Assets 2022: $8,816,557Liabilities 2022: $289,143Net Assets 2022: $8,527,4142022Assets 2023: $9,471,811Liabilities 2023: $308,347Net Assets 2023: $9,163,4642023Assets 2024: $12,091,153Liabilities 2024: $309,225Net Assets 2024: $11,781,9282024Assets 2025: $12,971,776Liabilities 2025: $316,836Net Assets 2025: $12,654,9402025

Highlighted filing

2014

Assets$5,930,363
Liabilities$53,119
Net Assets$5,877,244
Open 2014 Filing

Operations Trend

Revenue Growth76th percentile

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2011: $343,560Expenses 2011: $348,380Net Income 2011: -$4,8202011Expenses 2012: $316,1442012Revenue 2013: $337,382Expenses 2013: $323,539Net Income 2013: $13,8432013Revenue 2014: $401,459Expenses 2014: $238,336Net Income 2014: $163,1232014Revenue 2016: $473,988Expenses 2016: $260,685Net Income 2016: $213,3032016Revenue 2017: $495,329Expenses 2017: $238,630Net Income 2017: $256,6992017Revenue 2018: $876,826Expenses 2018: $438,160Net Income 2018: $438,6662018Revenue 2019: $948,065Expenses 2019: $410,126Net Income 2019: $537,9392019Revenue 2020: $1,525,587Expenses 2020: $487,833Net Income 2020: $1,037,7542020Revenue 2021: $1,041,863Expenses 2021: $465,409Net Income 2021: $576,4542021Revenue 2022: $1,101,971Expenses 2022: $584,219Net Income 2022: $517,7522022Revenue 2023: $580,443Expenses 2023: $595,921Net Income 2023: -$15,4782023Revenue 2024: $2,474,455Expenses 2024: $698,703Net Income 2024: $1,775,7522024Revenue 2025: $712,778Expenses 2025: $748,605Net Income 2025: -$35,8272025

Highlighted filing

2014

Revenue$401,459
Expenses$238,336
Net Income$163,123
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
May 11, 2015
Return Version
2013v4.0
Gross Receipts
$1,515,941
Mission and Program Overview

Mission

To address and anticipate community needs by providing leadership and coordination through grant-making and fund development, while ensuring our donor's philanthropic goals are accomplished.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$4,339,173$4,484,667▲ $145,494
Investments Other Securities$806,338$1,313,928▲ $507,590
Land, Buildings, and Equipment, Net$9,019$112,648▲ $103,629
Cash and Non-Interest-Bearing Accounts-$14,317-
Prepaid Expenses and Deferred Charges$3,803$3,803→ $0
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Total Assets$5,159,333$5,930,363▲ $771,030
Other Assets Total$1,000$1,000→ $0
Liabilities
Escrow Account Liability$42,962$45,955▲ $2,993
Accounts Payable and Accrued Expenses$39,163$7,164▼ $31,999
Total Liabilities$82,125$53,119▼ $29,006
Net Assets / Fund Balance
Unrestricted Net Assets$5,077,208$5,877,244▲ $800,036
Total Net Assets Fund Balance$5,077,208$5,877,244▲ $800,036
Total Liabilities and Net Assets / Fund Balance$5,159,333$5,930,363▲ $771,030

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$112,648$50,590$163,238

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2013$5,514,483$60,663▲ $332,598-$5,735,806
2012$4,773,458$59,875▲ $492,118-$5,514,483
2011$4,769,483$123,293▲ $69,813-$4,773,458
2010$3,526,236$128,281▲ $775,588-$4,769,483
2009$3,314,070$111,895▲ $328,116-$3,526,236
Compensation and Service Providers
Top Officer Pay35th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Bonita Embry CootsPresident & CEOFT$77,610$11,642$89,252

Board Members and Trustees

NameTitle
Jim KaiserChairman
Pat RamseyVice Chairman
Bob KellyDirector
Jean MeltonDirector
Wyatt JacksonDirector
Paul SandersSecretary
Sam BowlesTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$60,664
Program Service Revenue
$886
Investment Income
$339,909
Other Revenue
$0
All Other Contributions
$60,664
Change in Net Assets
$163,123
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$108,501
Salaries, Compensation, and Employee Benefits$91,654
Grants and Similar Amounts Paid$38,181
Total Fundraising Expense$13,926
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$62,088$8,537$6,985$77,610
Fees for Service Investment Mgmnt Fees$38,168--$38,168
Grants to Domestic Individuals$26,358--$26,358
Occupancy$20,950$2,881$2,357$26,188
Information Technology$10,043$1,381$1,130$12,554
Grants to Domestic Orgs$11,823--$11,823
Other Employee Benefits$6,485$892$730$8,107
Payroll Taxes$4,750$653$534$5,937
Depreciation Depletion$4,483$616$504$5,603
Advertising$3,946$543$444$4,933
Fees for Services Accounting-$4,906-$4,906
Insurance$3,883$534$437$4,854
Office Expenses$2,977$409$335$3,721
Conferences and Meetings$2,480$341$279$3,100
Fees for Services Legal-$2,354-$2,354
Other Expenses$896$123$101$1,120
Travel$800$110$90$1,000
Total Functional Expenses$200,130$24,280$13,926$238,336
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
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
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

“The board president or treasurer, or full board reviews the form 990 prior to it being filed.”

Form 990, Part VI, Line 12C: Explanation of Monitoring and Enforcement of Conflicts

“At least annually the board of directors must complete a checklist and disclose any relationships they have with the foundation.”

Form 990, Part VI, Line 15A: Compensation Review & Approval Process - CEO, Top Management

“The foundation's board of directors reviews the performance and compensation of its president/ceo. The president/ceo of the organization has not had a salary increase since 2009. The board will update her salary in 2015. Compensation is based on comparable positions in the community foundation arena and the fact that health insurance is not provided.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“The foundation makes its articles of incorporation, bylaws, conflict of interest policy and financial statements available to the public upon receipt of a written request to the community foundation and within 20 working days.”

Filing and Contact Details

Filer

EIN
20-0834966
Phone
5024453752

Signing Officer

Name
Bonita Embry Coots
Title
President & CEO
Signed
2015-05-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Bonita Embry Coots
Formed
1988
Legal Domicile
In
Voting Board Members
7
Independent Board Members
7
Employees
2
Volunteers
6

Preparer

Preparer
Xiaolin Shi CPA
Phone
3178413393
Supplemental Narrative

Financial Statement Notes

Part V, Line 4: Intended uses of the endowment fund.

“To provide scholarships and grants in accordance with multiple fund agreements.”

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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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IRS990/ProhibitedTaxShelterTransInd0false
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IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0true
IRS990/ReportLandBuildingEquipmentInd0true
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IRS990ScheduleA/PublicOrganization170Ind0X
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0215151
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0604785
IRS990ScheduleA/TotalSupportAmt01278292
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
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IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
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IRS990ScheduleD/DisclosedForCharitablePrpsInd0true
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Document Assets

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Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,930,363
Liabilities
$53,119
Net assets
$5,877,244
Revenue
$401,459
Expenses
$238,336
Net income
$163,123
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$13.0$0.32$12.7$0.71$0.75$0.04
2024Detailed filing. Detailed filing data is available for this year.$12.1$0.31$11.8$2.47$0.70$1.78
2023Detailed filing. Detailed filing data is available for this year.$9.47$0.31$9.16$0.58$0.60$0.02
2022Detailed filing. Detailed filing data is available for this year.$8.82$0.29$8.53$1.10$0.58$0.52
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.91$0.18$9.73$1.04$0.47$0.58
2020Detailed filing. Detailed filing data is available for this year.$8.03$0.16$7.87$1.53$0.49$1.04
2019Detailed filing. Detailed filing data is available for this year.$7.78$0.45$7.33$0.95$0.41$0.54
2018Detailed filing. Detailed filing data is available for this year.$6.64$0.11$6.53$0.88$0.44$0.44
2017Summary only. Only limited summary data is available for this year.$6.23$0.05$6.18$0.50$0.24$0.26
2016Summary only. Only limited summary data is available for this year.$5.91$0.11$5.80$0.47$0.26$0.21
2014Detailed filing. Detailed filing data is available for this year.$5.93$0.05$5.88$0.40$0.24$0.16
2013Summary only. Only limited summary data is available for this year.$5.16$0.08$5.08$0.34$0.32$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.88$0.08$4.80$0.32
2011Summary only. Only limited summary data is available for this year.$4.97$0.08$4.89$0.34$0.35$0.00