Civic Intelligence

Keokuk Area Community Foundation

990 • Fiscal year 2016 • EIN 20-1838372

Jan 01, 2016 to Dec 31, 2016 • Filed on May 11, 2017

Organization Profile
PO Box 367Keokuk, IA 52632

(319) 524-3100

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$3,967,160

Flat from 2016

Net Assets

Flat

$3,291,492

Flat from 2016

Liabilities

Flat

$675,668

Flat from 2016

Revenue And Expenses

Revenue

Flat

$486,897

Flat from 2016

Expenses

Flat

$256,903

Flat from 2016

Net Income

Flat

$229,994

Flat from 2016

Historical Trend

Balance Sheet Trend

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

$40M$30M$20M$10M$0Assets 2010: $68,134Liabilities 2010: $710Net Assets 2010: $67,4242010Assets 2011: $65,180Liabilities 2011: $1,546Net Assets 2011: $63,6342011Assets 2012: $2,059,581Liabilities 2012: $687,756Net Assets 2012: $1,371,8252012Assets 2013: $3,286,918Liabilities 2013: $726,172Net Assets 2013: $2,560,7462013Assets 2014: $3,508,423Liabilities 2014: $710,647Net Assets 2014: $2,797,7762014Assets 2015: $3,631,885Liabilities 2015: $659,399Net Assets 2015: $2,972,4862015Assets 2016: $3,967,160Liabilities 2016: $675,668Net Assets 2016: $3,291,4922016Assets 2016: $3,967,160Liabilities 2016: $675,668Net Assets 2016: $3,291,4922016Assets 2017: $4,608,858Liabilities 2017: $773,288Net Assets 2017: $3,835,5702017Assets 2018: $5,205,006Liabilities 2018: $762,641Net Assets 2018: $4,442,3652018Assets 2019: $10,721,008Liabilities 2019: $1,701,767Net Assets 2019: $9,019,2412019Assets 2020: $17,981,236Liabilities 2020: $1,863,066Net Assets 2020: $16,118,1702020Assets 2021: $19,945,628Liabilities 2021: $2,050,825Net Assets 2021: $17,894,8032021Assets 2022: $16,641,970Liabilities 2022: $1,863,249Net Assets 2022: $14,778,7212022Assets 2023: $20,610,055Liabilities 2023: $4,522,178Net Assets 2023: $16,087,8772023Assets 2024: $32,917,853Liabilities 2024: $6,309,916Net Assets 2024: $26,607,9372024

Highlighted filing

2016

Assets$3,967,160
Liabilities$675,668
Net Assets$3,291,492
Open 2016 Filing

Operations Trend

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

$15M$10M$5.0M$0-$5.0MRevenue 2010: $102,215Expenses 2010: $89,426Net Income 2010: $12,7892010Revenue 2011: $90,943Expenses 2011: $93,826Net Income 2011: -$2,8832011Expenses 2012: $134,7462012Revenue 2013: $1,434,560Expenses 2013: $245,639Net Income 2013: $1,188,9212013Revenue 2014: $506,352Expenses 2014: $269,322Net Income 2014: $237,0302014Revenue 2015: $686,745Expenses 2015: $285,626Net Income 2015: $401,1192015Revenue 2016: $486,897Expenses 2016: $256,903Net Income 2016: $229,9942016Revenue 2016: $486,897Expenses 2016: $256,903Net Income 2016: $229,9942016Revenue 2017: $534,014Expenses 2017: $308,683Net Income 2017: $225,3312017Revenue 2018: $1,313,514Expenses 2018: $332,028Net Income 2018: $981,4862018Revenue 2019: $4,384,658Expenses 2019: $393,444Net Income 2019: $3,991,2142019Revenue 2020: $5,560,984Expenses 2020: $865,520Net Income 2020: $4,695,4642020Revenue 2021: $2,140,208Expenses 2021: $892,056Net Income 2021: $1,248,1522021Revenue 2022: $1,965,773Expenses 2022: $1,106,928Net Income 2022: $858,8452022Revenue 2023: $1,876,895Expenses 2023: $1,208,444Net Income 2023: $668,4512023Revenue 2024: $11,442,025Expenses 2024: $1,860,811Net Income 2024: $9,581,2142024

Highlighted filing

2016

Revenue$486,897
Expenses$256,903
Net Income$229,994
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 11, 2017
Return Version
2016v3.0
Gross Receipts
$486,897
Mission and Program Overview

Mission

The foundation receives charitable gifts from donors to establish permanent endowments for se iowa, western illinois and northeast missouri.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$3,404,728$3,515,645▲ $110,917
Savings and Temporary Cash Investments$63,265$317,118▲ $253,853
Land, Buildings, and Equipment, Net$29,495--
Total Assets$3,631,885$3,967,160▲ $335,275
Other Assets Total$134,397$134,397→ $0
Liabilities
Other Liabilities$658,062$674,331▲ $16,269
Accounts Payable and Accrued Expenses$1,337$1,337→ $0
Total Liabilities$659,399$675,668▲ $16,269
Net Assets / Fund Balance
Unrestricted Net Assets$1,650,798$2,065,021▲ $414,223
Permanently Rstr Net Assets$1,321,688$1,226,471▼ $95,217
Total Net Assets Fund Balance$2,972,486$3,291,492▲ $319,006
Total Liabilities and Net Assets / Fund Balance$3,631,885$3,967,160▲ $335,275

Asset Categories

AssetBook ValueDepreciationBasis
Equipment-$742$742
Other Assets Org$134,397--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$2,353,352$371,184▲ $175,486-$2,769,605
2015$2,566,597$113,517▼ $183,995-$2,353,352
2014$2,473,819$119,863▲ $90,461-$2,566,597
2013$1,343,446$1,026,741▲ $174,358-$2,473,819
2012$1,105,216$183,021▲ $139,545-$1,343,446
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseTotal
Roger RickettsExec DirectorPT$24,000$24,000

Board Members and Trustees

NameTitle
David MorganExecutive Comm Board Chair
Amy ConleeDirector
Andrea RogersDirector
Audrey AlexanderDirector
Debbie MarionDirector
Ivan HasselbuschDirector
Jack SmithDirector
James DennisDirector
Janet SmithDirector
Kathy GabelDirector
Kerry KlepferDirector
Leslie LindnerDirector
Lisa PribylDirector
Lori ConnDirector
Matt KuhlDirector
Michael KlauserDirector
Ryan BarnettDirector
Tim PeevlerDirector
George EichakerDirector Emeritus
Richard LoftonDirector Emeritus
Revenue and Support

Revenue Composition

Contributions and Grants
$389,624
Program Service Revenue
$97,273
Investment Income
$0
Other Revenue
$0
All Other Contributions
$389,624
Change in Net Assets
$229,994
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$158,757
Salaries, Compensation, and Employee Benefits$51,672
Other Expenses$46,474
Total Fundraising Expense$16,735
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$158,757--$158,757
Other Salaries and Wages$16,000$16,000$16,000$48,000
Fees for Services Other$24,568--$24,568
Office Expenses-$6,809-$6,809
Insurance$4,323--$4,323
Fees for Services Accounting-$3,950-$3,950
Payroll Taxes$2,202$735$735$3,672
Occupancy$2,310--$2,310
Conferences and Meetings$1,365--$1,365
Advertising$645--$645
Other Expenses$469--$469
Depreciation Depletion$214--$214
Information Technology$96--$96
Total Functional Expenses$212,674$27,494$16,735$256,903
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Domestic Violence Intervention ProgKeokuk, IA-Historical Preservaton-
Lake Cooper FoundationKeokuk, IA-Youth Services-
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Agency Funds Held for Others$674,331
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
Yes
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
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
Yes
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 governing body review Part VI line 11

“The tax preparer reviewed the 990 return with the executive director. A copy of the return is then given to all directors to review before filing.”

Conflict of interest policy compliance Part VI line 12C

“The corporation does monitor the enforcement of the conflict of interest policy at its board meetings. All officers and directors are required to report any conflict of interest.”

CEO executive director top management comp Part VI line 15A

“The board of directors review and approve the salary for the executive director annually.”

Other officer or key employee compensation Part VI line 15B

“Wages are set and approved by the board of diretors.”

Governing documents etc available to public Part VI line 19

“All documents are available for inspection upon request to the executive director.”

Filing and Contact Details

Filer

Filer Name
Keokuk Area Community Foundation
EIN
20-1838372
Address
PO BOX 367, KEOKUK, IA 52632

Signing Officer

Name
Roger Ricketts
Title
Exec Director
Phone
3197951407
Signed
2017-05-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Roger Ricketts
Formed
2004
Legal Domicile
Ia
Voting Board Members
24
Independent Board Members
24
Employees
2

Preparer

Firm
Korte Tax & Accounting Inc
Address
101 N 12th Street, Keokuk, IA 52632
Preparer
Carol A Korte
Phone
3195243100
Supplemental Narrative

Additional Explanations

Amended return information

“We are amending this return to record changes to schedule a and schedule b only. A large contribution was listed that was reported and received in the prior year 2015.”

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IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR EMERITUS
IRS990/Form990PartVIISectionAGrp/TitleTxt3EXECUTIVE COMM BOARD CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt19DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt20DIRECTOR
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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,967,160
Liabilities
$675,668
Net assets
$3,291,492
Revenue
$486,897
Expenses
$256,903
Net income
$229,994
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$32.9$6.31$26.6$11.4$1.86$9.58
2023Detailed filing. Detailed filing data is available for this year.$20.6$4.52$16.1$1.88$1.21$0.67
2022Detailed filing. Detailed filing data is available for this year.$16.6$1.86$14.8$1.97$1.11$0.86
2021Detailed filing. Detailed filing data is available for this year.$19.9$2.05$17.9$2.14$0.89$1.25
2020Detailed filing. Detailed filing data is available for this year.$18.0$1.86$16.1$5.56$0.87$4.70
2019Detailed filing. Detailed filing data is available for this year.$10.7$1.70$9.02$4.38$0.39$3.99
2018Detailed filing. Detailed filing data is available for this year.$5.21$0.76$4.44$1.31$0.33$0.98
2017Detailed filing. Detailed filing data is available for this year.$4.61$0.77$3.84$0.53$0.31$0.23
2016Detailed filing. Detailed filing data is available for this year.$3.97$0.68$3.29$0.49$0.26$0.23
2016Detailed filing. Detailed filing data is available for this year.$3.97$0.68$3.29$0.49$0.26$0.23
2015Detailed filing. Detailed filing data is available for this year.$3.63$0.66$2.97$0.69$0.29$0.40
2014Detailed filing. Detailed filing data is available for this year.$3.51$0.71$2.80$0.51$0.27$0.24
2013Detailed filing. Detailed filing data is available for this year.$3.29$0.73$2.56$1.43$0.25$1.19
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.06$0.69$1.37$0.13
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.07$0.00$0.06$0.09$0.09$0.00
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.07$0.00$0.07$0.10$0.09$0.01