Civic Intelligence

Keokuk Area Community Foundation

990 • Fiscal year 2017 • EIN 20-1838372

Jan 01, 2017 to Dec 31, 2017 • Filed on Aug 15, 2018

Organization Profile
PO Box 367Keokuk, IA 52632

(319) 524-7278

Siviq Scores

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

Liabilities / Assets

60th percentile

0.17x

Higher debt load relative to assets than 60% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

88th percentile

1.45x

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

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

89th percentile

42%

Higher net margin than 89% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

39th percentile

$24,000

Higher top officer pay than 39% of similar nonprofits.

Top officer pay equals 4.5% of source-year revenue.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

77th percentile

16%

Faster asset growth than 77% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

61st percentile

9.7%

Faster revenue growth than 61% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets60th percentile

Assets

Up

$4,608,858

Up $641,698 (+16%) from 2016

Net Assets

Up

$3,835,570

Up $544,078 (+17%) from 2016

Liabilities

Up

$773,288

Up $97,620 (+14%) from 2016

Revenue And Expenses
Liabilities / Revenue88th percentileNet Margin89th percentile

Revenue

Up

$534,014

Up $47,117 (+9.7%) from 2016

Expenses

Up

$308,683

Up $51,780 (+20%) from 2016

Net Income

Down

$225,331

Down $4,663 (-2.0%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth77th percentile

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 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

2017

Assets$4,608,858
Liabilities$773,288
Net Assets$3,835,570
Open 2017 Filing

Operations Trend

Revenue Growth61st percentile

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 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

2017

Revenue$534,014
Expenses$308,683
Net Income$225,331
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Aug 15, 2018
Return Version
2017v2.2
Gross Receipts
$534,014
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$3,515,645$4,426,794▲ $911,149
Cash and Non-Interest-Bearing Accounts-$27,734-
Savings and Temporary Cash Investments$317,118$16,947▼ $300,171
Total Assets$3,967,160$4,608,858▲ $641,698
Other Assets Total$134,397$137,383▲ $2,986
Liabilities
Other Liabilities$674,331$771,650▲ $97,319
Accounts Payable and Accrued Expenses$1,337$1,638▲ $301
Total Liabilities$675,668$773,288▲ $97,620
Net Assets / Fund Balance
Permanently Rstr Net Assets$1,226,471$2,071,011▲ $844,540
Unrestricted Net Assets$2,065,021$1,764,559▼ $300,462
Total Net Assets Fund Balance$3,291,492$3,835,570▲ $544,078
Total Liabilities and Net Assets / Fund Balance$3,967,160$4,608,858▲ $641,698

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$137,383--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$2,769,605$589,622▲ $391,387$85,327$3,617,570
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
Compensation and Service Providers
Top Officer Pay39th percentile

Employees

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

Board Members and Trustees

NameTitle
David MorganPresident
Kerry KlepferVice Chair
Amy ConleeDirector
Andrea RogersDirector
Debbie MarionDirector
Jack SmithDirector
James DennisDirector
Janet SmithDirector
Kathy GabelDirector
Leslie LindnerDirector
Lisa PribylDirector
Lori ConnDirector
Matt RuhlDirector
Michael KlauserDirector
Ryan BarnettDirector
Ted VondehaarDirector
Tim PeevlerDirector
Audrey AlexanderSecretary
Ivan HasselbuschTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$452,112
Program Service Revenue
$81,902
Investment Income
$0
Other Revenue
$0
All Other Contributions
$452,112
Change in Net Assets
$225,331
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$196,594
Salaries, Compensation, and Employee Benefits$59,566
Other Expenses$52,523
Total Fundraising Expense$26,118
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$196,594--$196,594
Other Salaries and Wages$19,367$20,750$15,216$55,333
Fees for Services Other$5,000$10,000-$15,000
Office Expenses$1,527$5,294$7,700$14,521
Fees for Services Accounting-$12,043-$12,043
Insurance-$6,110-$6,110
Payroll Taxes$705$1,764$1,764$4,233
Fees for Service Investment Mgmnt Fees$2,837--$2,837
Travel-$380$1,438$1,818
Other Expenses$194--$194
Total Functional Expenses$226,224$56,341$26,118$308,683
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Hoerner YmcaKeokuk, IA501c3Computer Updates & Building Repairs$22,356
Americas First Great Dam FdtnKeokuk, IA501c3Artifact Storage & Design Fees$12,700
Elliott Test Kitchen FoundationFort Madison, IA501c3Act Program$11,500
Grand Theatre Corporation FdtnKeokuk, IA501c3Main Floor Exit Door Replacement$10,500
Jackson Township Fire AssociationKeokuk, IA501c3New Nfpa Helmets$10,218
Keokuk Community School FoundationKeokuk, IA501c3Backpack Program Provid Lunch on Weekend$9,784
Young House Family ServicesBurlington, IA-Therapy & Substance Abuse Services$8,500
Keokuk Union Depot FoundationKeokuk, IA501c3Phase Iii Roof Restoration$7,800
City of Fort MadisonFort Madison, IAGovt AgencyPhase Ii Trail Project$7,500
Keokuk Public Library FoundationKeokuk, IA501c3Site Preparation for Library Park$6,000
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$771,650
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 directors.”

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
2018-08-15
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
Taxes Plus
Address
2406 Main St, Keokuk, IA 52632
Preparer
Haley Hageman
Phone
3195247278
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IRS990/Form990PartVIISectionAGrp/TitleTxt0EXEC DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR
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/TitleTxt16PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt17SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt18VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt19TREASURER
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IRS990/MembersOrStockholdersInd0false
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IRS990/MissionDesc0THE FOUNDATION RECEIVES CHARITABLE GIFTS FROM DONORS TO ESTABLISH PERMANENT ENDOWMENTS FOR SE IOWA, WESTERN ILLINOIS AND NORTHEAST MISSOURI.
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IRS990/OfficeExpensesGrp/FundraisingAmt07700
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IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
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IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/FundraisingAmt01764
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt01764
IRS990/PayrollTaxesGrp/ProgramServicesAmt0705
IRS990/PayrollTaxesGrp/TotalAmt04233
IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt01226471
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt02071011
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0ROGER RICKETTS
IRS990/ProfessionalFundraisingInd0false
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IRS990/ProgramServiceRevenueGrp/Desc1REALIZED GAINS
IRS990/ProgramServiceRevenueGrp/Desc2FUND ADMIN FEES
IRS990/ProgramServiceRevenueGrp/Desc3INSURANCE POLICY INCR
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IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt18860
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt26180
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IRS990/PYExcessBenefitTransInd0false
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IRS990/PYOtherExpensesAmt046474
IRS990/PYProgramServiceRevenueAmt097273
IRS990/PYRevenuesLessExpensesAmt0229994
IRS990/PYSalariesCompEmpBnftPaidAmt051672
IRS990/PYTotalExpensesAmt0256903
IRS990/PYTotalRevenueAmt0486897
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0225331
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
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IRS990/ReportLandBuildingEquipmentInd0false
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IRS990/ReportOtherLiabilitiesInd0true
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0596454
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0402836
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01226202
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IRS990ScheduleA/PublicOrganization170Ind0X
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IRS990ScheduleA/PublicSupportPY170Pct00.91070
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IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt02769605
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt0105744
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0175486
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt031440
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IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0113517
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt02353352
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt0111327
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-183995
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt024079
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt02473819
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0119863
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt02566597
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IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt090461
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IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt056461
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0174358
IRS990ScheduleD/DisclosedForCharitablePrpsInd0true

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,608,858
Liabilities
$773,288
Net assets
$3,835,570
Revenue
$534,014
Expenses
$308,683
Net income
$225,331
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
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