Civic Intelligence

Keokuk Area Community Foundation

990 • Fiscal year 2021 • EIN 20-1838372

Jan 01, 2021 to Dec 31, 2021 • Filed on Jul 28, 2022

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

40th percentile

0.10x

Higher debt load relative to assets than 40% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Liabilities / Revenue

80th percentile

0.96x

Higher debt load relative to revenue than 80% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Net Margin

89th percentile

58%

Higher net margin than 89% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Top Officer Pay

17th percentile

$53,000

Higher top officer pay than 17% of similar nonprofits.

Top officer pay equals 2.5% of source-year revenue.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Asset Growth

52nd percentile

11%

Faster asset growth than 52% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2020 to 2021

Revenue Growth

3rd percentile

-62%

Faster revenue growth than 3% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets40th percentile

Assets

Up

$19,945,628

Up $1,964,392 (+11%) from 2020

Net Assets

Up

$17,894,803

Up $1,776,633 (+11%) from 2020

Liabilities

Up

$2,050,825

Up $187,759 (+10%) from 2020

Revenue And Expenses
Liabilities / Revenue80th percentileNet Margin89th percentile

Revenue

Down

$2,140,208

Down $3,420,776 (-62%) from 2020

Expenses

Up

$892,056

Up $26,536 (+3.1%) from 2020

Net Income

Down

$1,248,152

Down $3,447,312 (-73%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth52nd 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

2021

Assets$19,945,628
Liabilities$2,050,825
Net Assets$17,894,803
Open 2021 Filing

Operations Trend

Revenue Growth3rd 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

2021

Revenue$2,140,208
Expenses$892,056
Net Income$1,248,152
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Jul 28, 2022
Return Version
2021v4.2
Gross Receipts
$2,140,208
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$17,695,670$19,552,866▲ $1,857,196
Savings and Temporary Cash Investments$285,566$284,840▼ $726
Pledges and Grants Receivable-$107,922-
Total Assets$17,981,236$19,945,628▲ $1,964,392
Liabilities
Other Liabilities$1,848,103$2,035,270▲ $187,167
Accounts Payable and Accrued Expenses$14,963$15,555▲ $592
Total Liabilities$1,863,066$2,050,825▲ $187,759
Net Assets / Fund Balance
Net Assets With Donor Restrictions$15,409,896$17,126,673▲ $1,716,777
Net Assets Without Donor Restrictions$708,274$768,130▲ $59,856
Total Net Assets Fund Balance$16,118,170$17,894,803▲ $1,776,633
Total Liabilities and Net Assets / Fund Balance$17,981,236$19,945,628▲ $1,964,392

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2021$15,885,936$743,947▲ $1,616,124$122,872$17,538,957
2020$6,296,056$4,847,747▲ $2,879,178$163,603$15,885,901
2019$4,402,606$1,568,301▲ $743,380$114,590$6,296,057
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
Compensation and Service Providers
Top Officer Pay17th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Philip RickettsAdministrator-$38,000$15,000$53,000
Roger RickettsExec DirectorPT$26,000-$26,000

Board Members and Trustees

NameTitle
James DennisChair of the Board
Ivan HasselbuschVice Chair of the Board
Cheri KempDirector
Derek OlsenDirector
Doug MatlickDirector
Ellen NormanDirector
Jan FilkensDirector
Kathy KlauserDirector
Kimberly SchantzDirector
Leah JonesDirector
Margaret CardellaDirector
Marty FoxDirector
Mary Sue ChatfieldDirector
Ryan BarnettDirector
George EichackerDirector Emeritus
Jack SmithDirector Emeritus
Kerry KlepferDirector Emeritus
Richard LoftonDirector Emeritus
Lori ConnSecretary
Tony ConnTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,021,938
Program Service Revenue
$4,571
Investment Income
$1,113,699
Other Revenue
$0
All Other Contributions
$1,009,838
Change in Net Assets
$1,248,152
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$588,979
Other Expenses$207,398
Salaries, Compensation, and Employee Benefits$95,679
Total Fundraising Expense$30,306
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$588,979--$588,979
Fees for Service Investment Mgmnt Fees$89,273--$89,273
Other Salaries and Wages$31,385$35,957$21,855$89,197
Fees for Services Other$12,923$27,547-$40,470
Fees for Services Accounting-$38,950-$38,950
Office Expenses$3,735$17,242$5,181$26,158
Insurance-$8,559-$8,559
Payroll Taxes$1,296$3,760$1,426$6,482
Advertising$357$221$1,624$2,202
Fees for Services Lobbying-$1,457-$1,457
Travel-$109$220$329
Total Functional Expenses$727,948$133,802$30,306$892,056
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Holy Trinity Catholic SchoolsWest Point, IA501c3General Support$81,056
Southeastern Community College FdtnWest Burlington, IA501c3Scholarships$66,745
Hoerner YmcaKeokuk, IA501c3General Support Capital Campaign$15,200
Holy Family ParishFort Madison, IA501c3Afterschool Program for Test Preparation$15,000
Church of All SaintsKeokuk, IA501c3General Support$7,387
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
Yes
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Agency Funds Held for Others$2,035,270
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 35% controlled entity
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
Yes
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Officer directors etc family relationship Part VI line 2

“Both key employees to the organization, the executive director, roger ricketts, and the administrator, philip ricketts, are father and son.”

Form 990 governing body review Part VI line 11

“The tax preparer reviewed the 990 return with the executive director and vice chair. 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 executive committee 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 executive committee.”

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
2022-07-28
Discuss with paid preparer
Yes

Organization Details

Formed
2004
Legal Domicile
Ia
Voting Board Members
20
Independent Board Members
20
Employees
3

Preparer

Firm
Taxes Plus
Address
2406 Main St, Keokuk, IA 52632
Preparer
Haley Hageman
Phone
3195247278
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IRS990/Form990PartVIISectionAGrp/TitleTxt0ADMINISTRATOR
IRS990/Form990PartVIISectionAGrp/TitleTxt1EXEC DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt2DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt3DIRECTOR EMERITUS
IRS990/Form990PartVIISectionAGrp/TitleTxt4DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt5DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR EMERITUS
IRS990/Form990PartVIISectionAGrp/TitleTxt7DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt8DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt9DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt10DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt11DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR EMERITUS
IRS990/Form990PartVIISectionAGrp/TitleTxt14DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR EMERITUS
IRS990/Form990PartVIISectionAGrp/TitleTxt18SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt19TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt20CHAIR OF THE BOARD
IRS990/Form990PartVIISectionAGrp/TitleTxt21VICE CHAIR OF THE BOARD
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Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$19,945,628
Liabilities
$2,050,825
Net assets
$17,894,803
Revenue
$2,140,208
Expenses
$892,056
Net income
$1,248,152
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