Civic Intelligence

Shelby County Community Outreach Inc.

990 • Fiscal year 2018 • EIN 20-0924355

Jan 01, 2018 to Dec 31, 2018 • Filed on May 08, 2019

1105 8th STREET PO BOX 69Harlan, IA 51537-0069

(712) 235-7226

Siviq Scores

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

Liabilities / Assets

66th percentile

0.02x

Higher debt load relative to assets than 66% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Liabilities / Revenue

72nd percentile

0.03x

Higher debt load relative to revenue than 72% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Net Margin

34th percentile

-2.9%

Higher net margin than 34% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

22nd percentile

-18%

Faster asset growth than 22% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

41st percentile

-4.4%

Faster revenue growth than 41% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Assets

Down

$196,078

Down $44,383 (-18%) from 2017

Net Assets

Down

$192,692

Down $30,246 (-14%) from 2017

Liabilities

Down

$3,386

Down $14,137 (-81%) from 2017

Revenue

Down

$135,041

Down $6,183 (-4.4%) from 2017

Expenses

Up

$138,891

Up $1,910 (+1.4%) from 2017

Net Income

Down

-$3,850

Down $8,093 (-191%) from 2017

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2010: $40,386Liabilities 2010: $7,177Net Assets 2010: $33,2092010Assets 2011: $58,744Net Assets 2011: $58,7442011Assets 2012: $53,018Net Assets 2012: $53,0182012Assets 2013: $71,323Net Assets 2013: $71,3232013Assets 2014: $72,060Net Assets 2014: $72,0602014Assets 2015: $226,355Liabilities 2015: $19,114Net Assets 2015: $207,2412015Assets 2016: $242,033Liabilities 2016: $18,481Net Assets 2016: $223,5522016Assets 2017: $240,461Liabilities 2017: $17,523Net Assets 2017: $222,9382017Assets 2018: $196,078Liabilities 2018: $3,386Net Assets 2018: $192,6922018Assets 2019: $190,884Liabilities 2019: $4,013Net Assets 2019: $186,8712019Assets 2020: $219,192Liabilities 2020: $2,543Net Assets 2020: $216,6492020Assets 2021: $229,506Liabilities 2021: $2,523Net Assets 2021: $226,9832021Assets 2022: $184,835Liabilities 2022: $2,474Net Assets 2022: $182,3612022Assets 2023: $190,667Liabilities 2023: $1,869Net Assets 2023: $188,7982023Assets 2024: $142,289Liabilities 2024: $3,160Net Assets 2024: $139,1292024

Highlighted filing

2018

Assets$196,078
Liabilities$3,386
Net Assets$192,692

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2010: $78,778Expenses 2010: $78,993Net Income 2010: -$2152010Revenue 2011: $125,733Expenses 2011: $100,198Net Income 2011: $25,5352011Revenue 2012: $122,120Expenses 2012: $127,846Net Income 2012: -$5,7262012Revenue 2013: $127,795Expenses 2013: $109,490Net Income 2013: $18,3052013Revenue 2014: $150,147Expenses 2014: $149,410Net Income 2014: $7372014Revenue 2015: $246,356Expenses 2015: $162,267Net Income 2015: $84,0892015Revenue 2016: $159,593Expenses 2016: $141,936Net Income 2016: $17,6572016Revenue 2017: $141,224Expenses 2017: $136,981Net Income 2017: $4,2432017Revenue 2018: $135,041Expenses 2018: $138,891Net Income 2018: -$3,8502018Revenue 2019: $140,530Expenses 2019: $147,402Net Income 2019: -$6,8722019Revenue 2020: $134,712Expenses 2020: $132,675Net Income 2020: $2,0372020Revenue 2021: $141,680Expenses 2021: $131,477Net Income 2021: $10,2032021Revenue 2022: $134,775Expenses 2022: $151,194Net Income 2022: -$16,4192022Revenue 2023: $174,004Expenses 2023: $169,028Net Income 2023: $4,9762023Revenue 2024: $215,685Expenses 2024: $265,185Net Income 2024: -$49,5002024

Highlighted filing

2018

Revenue$135,041
Expenses$138,891
Net Income-$3,850
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 8, 2019
Return Version
2018v3.1
Gross Receipts
$208,673
Mission and Program Overview

Mission

Home repair and housing assistance

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$222,938$192,692▼ $30,246
Land, Buildings, and Equipment, Net$201,219$126,038▼ $75,181
Cash and Non-Interest-Bearing Accounts$39,242$70,040▲ $30,798
Total Assets$240,461$196,078▼ $44,383
Liabilities
Mortgage Notes Payable Secured by Investment Property$15,792--
Accounts Payable and Accrued Expenses$1,731$3,386▲ $1,655
Total Liabilities$17,523$3,386▼ $14,137
Net Assets / Fund Balance
Total Net Assets Fund Balance$222,938$192,692▼ $30,246
Total Liabilities and Net Assets / Fund Balance$240,461$196,078▼ $44,383

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$83,368-$83,368
Equipment$42,670-$42,670
Land$0--
Compensation and Service Providers

Board Members and Trustees

NameTitle
Barb WirtjesHarlan, Ia
Daniel PoggenseeHarlan, Ia
Gary WirtjesHarlan, Ia
Jeff StokesHarlan, Ia
Marian Greer-stokesHarlan, Ia
Mike PoggenseeHarlan, Ia
Patty BoglerHarlan, Ia
Suzanne RasmussenHarlan, Ia
Revenue and Support

Revenue Composition

Contributions and Grants
$97,269
Program Service Revenue
$31,266
Investment Income
$4,268
Other Revenue
$2,238
All Other Contributions
$64,687
Change in Net Assets
$-3,850
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$79,218
Other Expenses$59,673
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Current Officers, Directors, Trustees, and Key Employees$73,288$0$0$73,288
All Other Expenses$40,290$0$0$40,290
Insurance$9,600$0$0$9,600
Payroll Taxes$5,930$0$0$5,930
Advertising$982$0$0$982
Interest$636$0$0$636
Fees for Services Legal$456$0$0$456
Other Expenses$250$0$0$250
Fees for Services Accounting$200$0$0$200
Office Expenses$100$0$0$100
Conferences and Meetings$90$0$0$90
Total Functional Expenses$138,891$0$0$138,891
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
None$30,082$30,082-$30,082
None----
Total Events$30,082$30,082-$30,082
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 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
Filing and Contact Details

Filer

Filer Name
Shelby County Community Outreach
EIN
20-0924355
Phone
7122357226
Address
1105 8th STREET PO BOX 69, HARLAN, IA 51537-0069

Signing Officer

Name
Mike Poggensee
Title
Presdent
Phone
7122357226
Signed
2019-05-08
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Mike Poggensee
Formed
2004
Legal Domicile
Ia
Voting Board Members
8
Independent Board Members
8
Employees
10
Volunteers
50

Preparer

Firm
Broeckelman & Associates PC
Address
2309 B Chatburn Ave, Harlan, IA 51537
Preparer
Broeckelman Associates Pc
Phone
7127553366
Supplemental Narrative

Additional Explanations

Pt VI, Line 8A

BOARD

Pt VI, Line 11B

BOARD

Pt VI, Line 8B

BOARD

Form 990, Part IX, Line 24E

Fundraising exp 8468. 8468. 0. 0.

Form 990, Part IX, Line 24E

GARBAGE 639. 639. 0. 0.

Form 990, Part IX, Line 24E

Grant exp 1437. 1437. 0. 0.

Form 990, Part IX, Line 24E

LAWN CARE 0. 0. 0. 0.

Form 990, Part IX, Line 24E

LOT RENT 0. 0. 0. 0.

Form 990, Part IX, Line 24E

Postage 2664. 2664. 0. 0.

Form 990, Part IX, Line 24E

Repairs 12163. 12163. 0. 0.

Form 990, Part IX, Line 24E

Supplies 2603. 2603. 0. 0.

Form 990, Part IX, Line 24E

TAXES 1437. 1437. 0. 0.

Form 990, Part IX, Line 24E

TOOLS 193. 193. 0. 0.

Form 990, Part IX, Line 24E

MISC EXP 0. 0. 0. 0.

Form 990, Part IX, Line 24E

Utilities 5713. 5713. 0. 0.

Form 990, Part IX, Line 24E

Vehicle exp 4973. 4973. 0. 0.

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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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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0103626
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0201448
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt099530
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0597716
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt058
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt053
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt030
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt051
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt060
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0252
IRS990ScheduleA/InvestmentIncomeCYPct00
IRS990ScheduleA/OtherIncome170Grp/TotalAmt00
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99960
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportPY170Pct00.99960
IRS990ScheduleA/PublicSupportTotal170Amt0597716
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt097269
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt095843
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0103626
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0201448
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt099530
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0597716
IRS990ScheduleA/TotalSupportAmt0597968
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt083368
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt083368
IRS990ScheduleD/EquipmentGrp/BookValueAmt042670
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt042670
IRS990ScheduleD/LandGrp/BookValueAmt00
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt00
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0126038
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0NONE
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0NONE
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt030082
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt030082
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt030082
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt030082
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt030082
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0BOARD
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BOARD
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2BOARD
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3FUNDRAISING EXP 8468. 8468. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4GARBAGE 639. 639. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5GRANT EXP 1437. 1437. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6LAWN CARE 0. 0. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7LOT RENT 0. 0. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8POSTAGE 2664. 2664. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9REPAIRS 12163. 12163. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10SUPPLIES 2603. 2603. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11TAXES 1437. 1437. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12TOOLS 193. 193. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13MISC EXP 0. 0. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14UTILITIES 5713. 5713. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt15VEHICLE EXP 4973. 4973. 0. 0.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 8a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Pt VI, Line 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Form 990, Part IX, Line 24e
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc15Form 990, Part IX, Line 24e
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0240461
IRS990/TotalAssetsEOYAmt0196078
IRS990/TotalAssetsGrp/BOYAmt0240461
IRS990/TotalAssetsGrp/EOYAmt0196078
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt097269
IRS990/TotalEmployeeCnt010
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0138891
IRS990/TotalFunctionalExpensesGrp/TotalAmt0138891
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt017523
IRS990/TotalLiabilitiesEOYAmt03386
IRS990/TotalLiabilitiesGrp/BOYAmt017523
IRS990/TotalLiabilitiesGrp/EOYAmt03386
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0222938
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0192692
IRS990/TotalOthProgramServiceRevGrp/ExclusionAmt00
IRS990/TotalOthProgramServiceRevGrp/TotalRevenueColumnAmt031266
IRS990/TotalOthProgramServiceRevGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalProgramServiceExpensesAmt0138891
IRS990/TotalProgramServiceRevenueAmt031266
IRS990/TotalRevenueGrp/ExclusionAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt037772
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0135041
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt050
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0240461
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0196078
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/USAddress/AddressLine1Txt0LOCAL
IRS990/USAddress/CityNm0HARLAN
IRS990/USAddress/StateAbbreviationCd0IA
IRS990/USAddress/ZIPCd051537

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.42$0.03$1.39$2.16$2.65$0.50
2023Summary only. Only limited summary data is available for this year.$1.91$0.02$1.89$1.74$1.69$0.05
2022Summary only. Only limited summary data is available for this year.$1.85$0.02$1.82$1.35$1.51$0.16
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.30$0.03$2.27$1.42$1.31$0.10
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.19$0.03$2.17$1.35$1.33$0.02
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.91$0.04$1.87$1.41$1.47$0.07
2018Detailed filing. Detailed filing data is available for this year.$1.96$0.03$1.93$1.35$1.39$0.04
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.40$0.18$2.23$1.41$1.37$0.04
2016Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.42$0.18$2.24$1.60$1.42$0.18
2015Detailed filing. Detailed filing data is available for this year.$2.26$0.19$2.07$2.46$1.62$0.84
2014Detailed filing. Detailed filing data is available for this year.$0.72$0.72$1.50$1.49$0.01
2013Detailed filing. Detailed filing data is available for this year.$0.71$0.71$1.28$1.09$0.18
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.53$0.53$1.22$1.28$0.06
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.59$0.59$1.26$1.00$0.26
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.40$0.07$0.33$0.79$0.79$0.00