Civic Intelligence

National American University Foundation

990 • Fiscal year 2016 • EIN 23-7010355

Jan 01, 2016 to Dec 31, 2016 • Filed on Mar 30, 2017

Organization ProfileN/A
PO Box 3732Rapid City, SD 57709

(605) 721-5200

Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

26th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Net Margin

8th percentile

-44%

Higher net margin than 8% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

49th percentile

$0

Higher top officer pay than 49% of similar nonprofits.

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

2016 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2016

Asset Growth

21st percentile

-7.0%

Faster asset growth than 21% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

96th percentile

173%

Faster revenue growth than 96% of similar nonprofits.

2016 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets26th percentile

Assets

Down

$945,127

Down $71,106 (-7.0%) from 2015

Net Assets

Down

$945,127

Down $71,106 (-7.0%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue26th percentileNet Margin8th percentile

Revenue

Up

$166,842

Up $105,674 (+173%) from 2015

Expenses

Up

$240,481

Up $29,501 (+14%) from 2015

Net Income

Up

-$73,639

Up $76,173 (+51%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth21st percentile

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

$1.5M$1.0M$500K$0Assets 2010: $1,143,866Liabilities 2010: $0Net Assets 2010: $1,143,8662010Assets 2011: $1,015,305Liabilities 2011: $0Net Assets 2011: $1,015,3052011Assets 2012: $950,928Liabilities 2012: $0Net Assets 2012: $950,9282012Assets 2013: $878,741Liabilities 2013: $0Net Assets 2013: $878,7412013Assets 2014: $1,166,045Liabilities 2014: $0Net Assets 2014: $1,166,0452014Assets 2015: $1,016,233Liabilities 2015: $0Net Assets 2015: $1,016,2332015Assets 2016: $945,127Liabilities 2016: $0Net Assets 2016: $945,1272016Assets 2017: $904,981Liabilities 2017: $0Net Assets 2017: $904,9812017Assets 2018: $739,704Liabilities 2018: $0Net Assets 2018: $739,7042018Assets 2019: $615,320Liabilities 2019: $300,000Net Assets 2019: $315,3202019Assets 2020: $361,788Liabilities 2020: $58,941Net Assets 2020: $302,8472020Assets 2021: $336,509Liabilities 2021: $58,316Net Assets 2021: $278,1932021Assets 2022: $231,706Liabilities 2022: $13,866Net Assets 2022: $217,8402022Assets 2023: $230,474Liabilities 2023: $13,866Net Assets 2023: $216,6082023Assets 2024: $216,835Liabilities 2024: $0Net Assets 2024: $216,8352024

Highlighted filing

2016

Assets$945,127
Liabilities$0
Net Assets$945,127
Open 2016 Filing

Operations Trend

Revenue Growth96th percentile

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

$500K$0-$500KExpenses 2010: $110,9212010Expenses 2011: $134,8622011Expenses 2012: $69,4132012Revenue 2013: $61,640Expenses 2013: $133,827Net Income 2013: -$72,1872013Revenue 2014: $373,848Expenses 2014: $86,544Net Income 2014: $287,3042014Revenue 2015: $61,168Expenses 2015: $210,980Net Income 2015: -$149,8122015Revenue 2016: $166,842Expenses 2016: $240,481Net Income 2016: -$73,6392016Revenue 2017: $152,364Expenses 2017: $237,034Net Income 2017: -$84,6702017Revenue 2018: $91,313Expenses 2018: $229,493Net Income 2018: -$138,1802018Revenue 2019: $21,330Expenses 2019: $495,961Net Income 2019: -$474,6312019Revenue 2020: $8,502Expenses 2020: $39,999Net Income 2020: -$31,4972020Revenue 2021: $8,546Expenses 2021: $52,309Net Income 2021: -$43,7632021Revenue 2022: -$2,309Expenses 2022: $28,955Net Income 2022: -$31,2642022Revenue 2023: $16,173Expenses 2023: $31,479Net Income 2023: -$15,3062023Revenue 2024: $8,540Expenses 2024: $42,157Net Income 2024: -$33,6172024

Highlighted filing

2016

Revenue$166,842
Expenses$240,481
Net Income-$73,639
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Mar 30, 2017
Return Version
2016v3.0
Gross Receipts
$166,842
Mission and Program Overview

Mission

To provide scholarships or other financial assistance for higher education and to encourage future career success.

To provide scholarships or other financial assistance for higher education.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments Other Securities$719,211$371,009▼ $348,202
Intangible Assets$259,458$194,593▼ $64,865
Cash and Non-Interest-Bearing Accounts$21,821$47,908▲ $26,087
Pledges and Grants Receivable$15,000$14,500▼ $500
Accounts Receivable$743$932▲ $189
Total Assets$1,016,233$945,127▼ $71,106
Other Assets Total-$316,185-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$982,278$880,498▼ $101,780
Temporarily Rstr Net Assets$33,955$64,629▲ $30,674
Total Net Assets Fund Balance$1,016,233$945,127▼ $71,106
Total Liabilities and Net Assets / Fund Balance$1,016,233$945,127▼ $71,106

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$316,185--
Other Securities$371,009--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016-$50,000▲ $1,027-$50,998
Compensation and Service Providers
Top Officer Pay49th percentile

Board Members and Trustees

NameTitle
James W OlsonPresident
Guy TillettDirector
John RouecheDirector
Linda RabeDirector
Margaretta MathisDirector
Richard MosierDirector
Susan LivingstonSecretary
Leroy KetelTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$160,091
Program Service Revenue
$0
Investment Income
$6,751
Other Revenue
$0
All Other Contributions
$160,091
Change in Net Assets
$-73,639
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$148,750
Other Expenses$91,731
Total Fundraising Expense$12,455
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$148,750--$148,750
Depreciation Depletion$64,865--$64,865
Office Expenses-$305$12,455$12,760
Fees for Services Other-$8,419-$8,419
Fees for Services Accounting-$3,730-$3,730
Conferences and Meetings-$1,922-$1,922
Information Technology-$35-$35
Total Functional Expenses$213,615$14,411$12,455$240,481
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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, Page 6, Part VI, Line 11B

“The form 990 is prepared by a licensed cpa. The board of directors reviews the form 990 prior to filing with the irs.”

Form 990, Page 6, Part VI, Line 12C

“Any director, principal officer, or committee member with a direct or indirect financial interest must disclose such as a potential conflict of interest. The board of directors will vote to determine if the situation results in an actual conflict of interest. In such cases, the individual is required to leave the meeting when any matters pertaining to the conflict are voted on.”

Form 990, Page 6, Part VI, Line 15A

“If the foundation had a compensated top official, a formal compensation process, to include review and approval by an independent board based on comparability data, would be utilized and documented appropriately.”

Form 990, Page 6, Part VI, Line 15B

“If the foundation had any compensated officers or key employees, a formal compensation process, to include review and approval by an independent board based on comparability data, would be utilized and documented appropriately.”

Form 990, Page 6, Part VI, Line 19

“Governing documents are made available to the public as requested.”

Filing and Contact Details

Filer

Filer Name
National American University
EIN
23-7010355
Phone
6057215200
Address
PO BOX 3732, RAPID CITY, SD 57709

Signing Officer

Name
Leroy Ketel
Title
Treasurer
Phone
6053944800
Signed
2017-03-30

Organization Details

Principal Officer
James W Olson
Formed
1967
Legal Domicile
Sd
Voting Board Members
7
Independent Board Members
7
Employees
0

Preparer

Firm
Ketel Thorstenson Llp
Address
PO BOX 3140, RAPID CITY, SD 57709-3140
Preparer
Jean Smith CPA
Phone
6053425630
Supplemental Narrative

Financial Statement Notes

Schedule D, Page 2, Part V, Line 4

“Earnings from endowment funds will be used to supplement the foundation's scholarship activity.”

Raw XML Appendix355 raw XML fields

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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IRS990/ProgSrvcAccomActy2Grp/Desc0THE DONATION OF COURSEWARE AND RELATED MATERIALS BY GEORGE A. BAKER III NOW RESIDES IN THE GEORGE A. BAKER III CENTER AT NAU'S ROUECHE GRADUATE CENTER. THE BOOKS, ARTICLES, INSTRUMENTS, AND OTHER INTELLECTUAL PROPERTY ARE BEING MADE AVAILABLE TO THE FACULTY AND STAFF FOR USE IN THEIR DOCTORAL STUDIES.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ANY DIRECTOR, PRINCIPAL OFFICER, OR COMMITTEE MEMBER WITH A DIRECT OR INDIRECT FINANCIAL INTEREST MUST DISCLOSE SUCH AS A POTENTIAL CONFLICT OF INTEREST. THE BOARD OF DIRECTORS WILL VOTE TO DETERMINE IF THE SITUATION RESULTS IN AN ACTUAL CONFLICT OF INTEREST. IN SUCH CASES, THE INDIVIDUAL IS REQUIRED TO LEAVE THE MEETING WHEN ANY MATTERS PERTAINING TO THE CONFLICT ARE VOTED ON.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3IF THE FOUNDATION HAD ANY COMPENSATED OFFICERS OR KEY EMPLOYEES, A FORMAL COMPENSATION PROCESS, TO INCLUDE REVIEW AND APPROVAL BY AN INDEPENDENT BOARD BASED ON COMPARABILITY DATA, WOULD BE UTILIZED AND DOCUMENTED APPROPRIATELY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4GOVERNING DOCUMENTS ARE MADE AVAILABLE TO THE PUBLIC AS REQUESTED.
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ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$945,127
Liabilities
$0
Net assets
$945,127
Revenue
$166,842
Expenses
$240,481
Net income
-$73,639
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.22$0.00$0.22$0.01$0.04$0.03
2023Detailed filing. Detailed filing data is available for this year.$0.23$0.01$0.22$0.02$0.03$0.02
2022Detailed filing. Detailed filing data is available for this year.$0.23$0.01$0.22$0.00$0.03$0.03
2021Detailed filing. Detailed filing data is available for this year.$0.34$0.06$0.28$0.01$0.05$0.04
2020Detailed filing. Detailed filing data is available for this year.$0.36$0.06$0.30$0.01$0.04$0.03
2019Detailed filing. Detailed filing data is available for this year.$0.62$0.30$0.32$0.02$0.50$0.47
2018Detailed filing. Detailed filing data is available for this year.$0.74$0.00$0.74$0.09$0.23$0.14
2017Detailed filing. Detailed filing data is available for this year.$0.90$0.00$0.90$0.15$0.24$0.08
2016Detailed filing. Detailed filing data is available for this year.$0.95$0.00$0.95$0.17$0.24$0.07
2015Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.06$0.21$0.15
2014Detailed filing. Detailed filing data is available for this year.$1.17$0.00$1.17$0.37$0.09$0.29
2013Detailed filing. Detailed filing data is available for this year.$0.88$0.00$0.88$0.06$0.13$0.07
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.95$0.00$0.95$0.07
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.02$0.00$1.02$0.13
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.14$0.00$1.14$0.11