Civic Intelligence

Keokuk Area Community Foundation

990 • Fiscal year 2018 • EIN 20-1838372

Jan 01, 2018 to Dec 31, 2018 • Filed on Aug 30, 2019

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

49th percentile

0.15x

Higher debt load relative to assets than 49% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Liabilities / Revenue

75th percentile

0.58x

Higher debt load relative to revenue than 75% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Net Margin

95th percentile

75%

Higher net margin than 95% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Top Officer Pay

22nd percentile

$26,000

Higher top officer pay than 22% of similar nonprofits.

Top officer pay equals 2.0% of source-year revenue.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2018

Asset Growth

77th percentile

13%

Faster asset growth than 77% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2017 to 2018

Revenue Growth

96th percentile

146%

Faster revenue growth than 96% of similar nonprofits.

2018 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets49th percentile

Assets

Up

$5,205,006

Up $596,148 (+13%) from 2017

Net Assets

Up

$4,442,365

Up $606,795 (+16%) from 2017

Liabilities

Down

$762,641

Down $10,647 (-1.4%) from 2017

Revenue And Expenses
Liabilities / Revenue75th percentileNet Margin95th percentile

Revenue

Up

$1,313,514

Up $779,500 (+146%) from 2017

Expenses

Up

$332,028

Up $23,345 (+7.6%) from 2017

Net Income

Up

$981,486

Up $756,155 (+336%) from 2017

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

2018

Assets$5,205,006
Liabilities$762,641
Net Assets$4,442,365
Open 2018 Filing

Operations Trend

Revenue Growth96th 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

2018

Revenue$1,313,514
Expenses$332,028
Net Income$981,486
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Aug 30, 2019
Return Version
2018v3.1
Gross Receipts
$1,313,514
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$4,426,794$5,126,445▲ $699,651
Savings and Temporary Cash Investments$16,947$55,162▲ $38,215
Cash and Non-Interest-Bearing Accounts$27,734$23,399▼ $4,335
Total Assets$4,608,858$5,205,006▲ $596,148
Other Assets Total$137,383--
Liabilities
Other Liabilities$771,650$760,996▼ $10,654
Accounts Payable and Accrued Expenses$1,638$1,645▲ $7
Total Liabilities$773,288$762,641▼ $10,647
Net Assets / Fund Balance
Permanently Rstr Net Assets$2,071,011$2,655,539▲ $584,528
Unrestricted Net Assets$1,764,559$1,786,826▲ $22,267
Total Net Assets Fund Balance$3,835,570$4,442,365▲ $606,795
Total Liabilities and Net Assets / Fund Balance$4,608,858$5,205,006▲ $596,148

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$3,617,571$1,105,424▼ $229,174$135,681$4,178,206
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
Compensation and Service Providers
Top Officer Pay22nd percentile

Employees

NameTitleFull / Part TimeBaseTotal
Roger RickettsExec DirectorPT$26,000$26,000

Board Members and Trustees

NameTitle
Kerry KlepferChair of the Board
Matt RuhlVice Chair
Amy ConleeDirector
Andrea RogersDirector
Debbie MarionDirector
Doug MatlickDirector
Janet SmithDirector
Kathy GabelDirector
Leslie LindnerDirector
Lisa PribylDirector
Lori ConnDirector
Marty FoxDirector
Mary Sue ChatfieldDirector
Ryan BarnettDirector
Ted VondehaarDirector
Tony ConnDirector
Ivan HasselbuschTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,163,006
Program Service Revenue
$150,508
Investment Income
$0
Other Revenue
$0
All Other Contributions
$1,163,006
Change in Net Assets
$981,486
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$201,843
Salaries, Compensation, and Employee Benefits$65,631
Other Expenses$64,554
Total Fundraising Expense$25,834
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$201,843--$201,843
Other Salaries and Wages$20,083$23,535$17,349$60,967
Fees for Services Other$6,667$14,333-$21,000
Office Expenses$2,620$2,088$5,998$10,706
Fees for Services Accounting-$10,250-$10,250
Insurance-$6,613-$6,613
Payroll Taxes$1,536$1,800$1,328$4,664
Fees for Service Investment Mgmnt Fees$3,439--$3,439
Fees for Services Legal-$1,588-$1,588
Travel-$395$1,159$1,554
Other Expenses$119--$119
Total Functional Expenses$245,592$60,602$25,834$332,028
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Keokuk Public Library FoundationKeokuk, IA501c3Site Preparation for Library Park$12,500
Alcohol & Drug Dependency ServicesKeokuk, IA501c3Support Group for School Age Children$7,500
Americas First Great Dam FdtnKeokuk, IA501c3Materials for Virtual Reality Tour$7,500
Grand Theatre Corporation FdtnKeokuk, IA501c3Main Floor Exit Door Replacement$7,500
Test Kitchen FoundationFort Madison, IA501c3Afterschool Program for Test Preparation$7,500
Jackson Township Fire AssociationKeokuk, IA501c3Flir Thermal Camera for Drone$6,575
U of I Rape Victim Advocacy ProgramIowa City, IA501c3Conduct Sexual Violence Programs$6,500
Friends of Shinek State ForestKeosauqua, IA501c3Add Wet Weather Trail$5,500
Goodwill of the HeartlandKeokuk, IA501c3Career Services Center$5,000
Hoerner YmcaKeokuk, IA501c3Construct Teen Center$5,000
Lake Cooper FoundationKeokuk, IA501c3Repair & Update Exterior of Building$5,000
Port of Fort MadisonFort Madison, IA501c3Port Beautification New Trees & Trails$5,000
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$760,996
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
2019-08-30
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Roger Ricketts
Formed
2004
Legal Domicile
Ia
Voting Board Members
17
Independent Board Members
17
Employees
2

Preparer

Firm
Taxes Plus
Address
2406 Main St, Keokuk, IA 52632
Preparer
Haley Hageman
Phone
3195247278
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IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
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IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15CHAIR OF THE BOARD
IRS990/Form990PartVIISectionAGrp/TitleTxt16VICE CHAIR
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IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0AGENCY FUNDS HELD FOR OTHERS

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$5,205,006
Liabilities
$762,641
Net assets
$4,442,365
Revenue
$1,313,514
Expenses
$332,028
Net income
$981,486
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