Civic Intelligence

Ihpba Kenneth Warren Foundation Inc

990 • Fiscal year 2017 • EIN 26-0147496

Jan 01, 2017 to Dec 31, 2017 • Filed on May 10, 2018

201 Main Street No 1000LA Crosse, WI 54601

(215) 707-0996

Siviq Scores

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

Liabilities / Assets

63rd percentile

0.10x

Higher debt load relative to assets than 63% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

85th percentile

0.54x

Higher debt load relative to revenue than 85% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Net Margin

87th percentile

37%

Higher net margin than 87% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

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.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2017

Asset Growth

86th percentile

40%

Faster asset growth than 86% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2017

Revenue Growth

88th percentile

65%

Faster revenue growth than 88% of similar nonprofits.

2017 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2015 to 2017

Assets

Up

$652,693

Up $320,681 (+97%) from 2015

Net Assets

Up

$586,108

Up $254,096 (+77%) from 2015

Liabilities

Up

$66,585

Up $66,585 from 2015

Revenue

Up

$124,320

Up $78,428 (+171%) from 2015

Expenses

Up

$78,322

Up $45,871 (+141%) from 2015

Net Income

Up

$45,998

Up $32,557 (+242%) from 2015

Historical Trend

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2010: $146,236Liabilities 2010: $0Net Assets 2010: $146,2362010Assets 2011: $183,411Liabilities 2011: $0Net Assets 2011: $183,4112011Assets 2012: $208,255Liabilities 2012: $5,000Net Assets 2012: $203,2552012Assets 2013: $279,282Liabilities 2013: $0Net Assets 2013: $279,2822013Assets 2014: $322,679Liabilities 2014: $0Net Assets 2014: $322,6792014Assets 2015: $332,012Liabilities 2015: $0Net Assets 2015: $332,0122015Assets 2017: $652,693Liabilities 2017: $66,585Net Assets 2017: $586,1082017Assets 2018: $660,161Liabilities 2018: $11,414Net Assets 2018: $648,7472018Assets 2019: $737,070Liabilities 2019: $13,774Net Assets 2019: $723,2962019Assets 2020: $1,235,031Liabilities 2020: $107,551Net Assets 2020: $1,127,4802020Assets 2021: $1,717,478Liabilities 2021: $47,946Net Assets 2021: $1,669,5322021Assets 2022: $1,678,061Liabilities 2022: $12,935Net Assets 2022: $1,665,1262022Assets 2023: $1,836,432Liabilities 2023: $56,644Net Assets 2023: $1,779,7882023Assets 2024: $1,955,327Liabilities 2024: $70,688Net Assets 2024: $1,884,6392024

Highlighted filing

2017

Assets$652,693
Liabilities$66,585
Net Assets$586,108

Operations Trend

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

$600K$400K$200K$0-$200KExpenses 2010: $22,3012010Expenses 2011: $23,0272011Expenses 2012: $23,8262012Revenue 2013: $82,883Expenses 2013: $23,830Net Income 2013: $59,0532013Revenue 2014: $84,776Expenses 2014: $28,060Net Income 2014: $56,7162014Revenue 2015: $45,892Expenses 2015: $32,451Net Income 2015: $13,4412015Revenue 2017: $124,320Expenses 2017: $78,322Net Income 2017: $45,9982017Revenue 2018: $191,221Expenses 2018: $91,416Net Income 2018: $99,8052018Revenue 2019: $92,167Expenses 2019: $108,179Net Income 2019: -$16,0122019Revenue 2020: $429,875Expenses 2020: $116,254Net Income 2020: $313,6212020Revenue 2021: $475,542Expenses 2021: $16,181Net Income 2021: $459,3612021Revenue 2022: $272,203Expenses 2022: $206,549Net Income 2022: $65,6542022Revenue 2023: $194,348Expenses 2023: $190,240Net Income 2023: $4,1082023Revenue 2024: $281,319Expenses 2024: $307,951Net Income 2024: -$26,6322024

Highlighted filing

2017

Revenue$124,320
Expenses$78,322
Net Income$45,998
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 10, 2018
Return Version
2017v2.2
Gross Receipts
$124,320
Mission and Program Overview

Mission

To provide fellowships in support of clinical and laboratory research and foster international hepato-pancreato-biliary research.

To promote excellence in the care of hepato-pancreato-biliary diseases through education, research, clinical practice, collaboration and outreach, via national and global institutional partnerships.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$295,304$469,042▲ $173,738
Cash and Non-Interest-Bearing Accounts$65,021$94,615▲ $29,594
Total Assets$488,903$652,693▲ $163,790
Other Assets Total$128,578$89,036▼ $39,542
Liabilities
Accounts Payable and Accrued Expenses$0$44,085▲ $44,085
Deferred Revenue$0$22,500▲ $22,500
Total Liabilities$0$66,585▲ $66,585
Net Assets / Fund Balance
Unrestricted Net Assets$488,903$586,108▲ $97,205
Total Net Assets Fund Balance$488,903$586,108▲ $97,205
Total Liabilities and Net Assets / Fund Balance$488,903$652,693▲ $163,790

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$12,000--
Compensation and Service Providers

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$112,802
Program Service Revenue
$0
Investment Income
$11,518
Other Revenue
$0
All Other Contributions
$29,121
Change in Net Assets
$45,998
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$40,822
Grants and Similar Amounts Paid$37,500
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$37,500--$37,500
Fees for Service Investment Mgmnt Fees-$3,555-$3,555
Office Expenses-$2,530-$2,530
Fees for Services Accounting-$2,265-$2,265
Other Expenses$1,000--$1,000
Total Functional Expenses$69,972$8,350$0$78,322
International Activity

International Summary

Offices
0
Employees
0
Spending
$25,000

International Compliance

Foreign grant records maintained
Yes
Activity in boycott countries
No
Foreign corporation ownership
No
Foreign partnership interest
No
Interest in foreign trust
No
Passive foreign investment company interest
No
Transfers to foreign corporations
No

International Activities

RegionActivityServicesOfficesEmployeesSpending
Europe (including Iceland & Greenland)FellowshipsFELLOWSHIP AWARDS WERE MADE TO SUPPORT THE RECIPIENT'S OWN SALARY IN THE CONDUCTION OF CLINICAL OR LABORATORY RESEARCH.00$25,000
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
No
Other officer compensation reviewed
No
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, Part VI, Section B, Line 11B

The tax return is provided to officers for review prior to its being filed with the internal revenue service.

Form 990, Part VI, Section C, Line 19

Governing documents and policies are made available upon request at the organizations offices during normal business hours.

Filing and Contact Details

Filer

Filer Name
IHPBA FOUNDATION INC CO O'FLAHERTY
EIN
26-0147496
Phone
2157070996
Address
201 MAIN STREET NO 1000, LA CROSSE, WI 54601

Signing Officer

Name
Henry Pitt
Title
Treasurer
Phone
4073425975
Signed
2018-05-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Henry a Pitt
Formed
2006
Legal Domicile
Mn
Voting Board Members
11
Independent Board Members
11
Employees
0
Volunteers
0

Preparer

Firm
Rsm US Llp
Address
310 BROADWAY AVENUE S SUITE 300, ROCHESTER, MN 55904
Preparer
Daniel W Edwards
Phone
5072886476
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IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd00
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd00
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd01
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0392036877
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd07
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt069681
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0INTERNATIONAL HEPATO-PANCREATO-BILIARY ASSOCIATION INC
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt069681
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt077036
IRS990ScheduleD/OtherAssetsOrgGrp/BookValueAmt112000
IRS990ScheduleD/OtherAssetsOrgGrp/Desc0DUE FROM IHPBA DONATIONS
IRS990ScheduleD/OtherAssetsOrgGrp/Desc1DONATIONS PENDING 2017
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueOtherAssetsAmt089036
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/EmployeeCnt00
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/OfficesCnt00
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTotalExpendituresAmt025000
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/RegionTxt0EUROPE (INCLUDING ICELAND & GREENLAND)
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/SpecificServicesProvidedTxt0FELLOWSHIP AWARDS WERE MADE TO SUPPORT THE RECIPIENT'S OWN SALARY IN THE CONDUCTION OF CLINICAL OR LABORATORY RESEARCH.
IRS990ScheduleF/AccountActivitiesOutsideUSGrp/TypeOfActivitiesConductedTxt0FELLOWSHIPS
IRS990ScheduleF/BoycottCountriesInd00
IRS990ScheduleF/ContinuationSpentAmt00
IRS990ScheduleF/ContinuationTotalEmployeeCnt00
IRS990ScheduleF/ContinuationTotalOfficeCnt00
IRS990ScheduleF/ForeignCorpOwnershipInd00
IRS990ScheduleF/ForeignIndividualsGrantsGrp/CashGrantAmt025000
IRS990ScheduleF/ForeignIndividualsGrantsGrp/MannerOfCashDisbursementTxt0DIRECT TO RECIPIENT
IRS990ScheduleF/ForeignIndividualsGrantsGrp/RecipientCnt02
IRS990ScheduleF/ForeignIndividualsGrantsGrp/RegionTxt0EUROPE (INCLUDING ICELAND & GREENLAND)
IRS990ScheduleF/ForeignIndividualsGrantsGrp/TypeOfAssistanceTxt0FELLOWSHIP
IRS990ScheduleF/ForeignIndividualsGrantsGrp/ValuationMethodUsedDesc0FMV
IRS990ScheduleF/ForeignPartnershipInd00
IRS990ScheduleF/GrantRecordsMaintainedInd01
IRS990ScheduleF/InterestInForeignTrustInd00
IRS990ScheduleF/PassiveForeignInvestmestCoInd00
IRS990ScheduleF/SubtotalEmployeesCnt00
IRS990ScheduleF/SubtotalOfficesCnt00
IRS990ScheduleF/SubtotalSpentAmt025000
IRS990ScheduleF/SupplementalInformationDetail/ExplanationTxt0APPLICANTS MAY APPLY FOR FELLOWSHIPS THROUGH THE ORGANIZATION'S WEBSITE. OFFICERS REVIEW THE APPLICATIONS AND AWARD THE FELLOWSHIPS. IHPBA FOUNDATION FELLOWS HAVE COME FROM OUTSIDE THE UNITED STATES. FELLOWSHIP PAYMENTS WERE MADE PAYABLE DIRECTLY TO THE INDIVIDUAL RECIPIENTS FOR THEIR CLINICAL OR LABORATORY RESEARCH.
IRS990ScheduleF/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990ScheduleF/TotalEmployeeCnt00
IRS990ScheduleF/TotalOfficeCnt00
IRS990ScheduleF/TotalSpentAmt025000
IRS990ScheduleF/TransferToForeignCorpInd00
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt012500
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0FELLOWSHIP
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt01
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/ValuationMethodUsedDesc0FMV
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0APPLICANTS MAY APPLY FOR FELLOWSHIPS THROUGH THE ORGANIZATION'S WEBSITE. OFFICERS REVIEW THE APPLICATIONS AND AWARD THE FELLOWSHIPS. IHPBA FOUNDATION FELLOWS HAVE COME FROM OUTSIDE THE UNITED STATES. FELLOWSHIP PAYMENTS WERE MADE PAYABLE DIRECTLY TO THE MEDICAL INSTITUTIONS WHERE THE CLINICAL OR LABORATORY RESEARCH WAS UNDERTAKEN.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE TAX RETURN IS PROVIDED TO OFFICERS FOR REVIEW PRIOR TO ITS BEING FILED WITH THE INTERNAL REVENUE SERVICE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1GOVERNING DOCUMENTS AND POLICIES ARE MADE AVAILABLE UPON REQUEST AT THE ORGANIZATIONS OFFICES DURING NORMAL BUSINESS HOURS.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleR/AssetExchangeInd00
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd00
IRS990ScheduleR/AssetSaleToOtherOrgInd00
IRS990ScheduleR/DivRelatedOrganizationInd00
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd01
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd00
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0INTERNATIONAL HEPATO-PANCREATO-BILIARY ASSOCIATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0392036877
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0MN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0EDUCATION AND INTERCHANGE OF MEDICAL KNOWLEDGE OF LIVER, PANCREAS & BILE D
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0LINE 4
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt021 FIRST STREET SW SUITE 300
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0ROCHESTER
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0MN
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd055902
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd00
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd00
IRS990ScheduleR/PaidEmployeesSharingInd00
IRS990ScheduleR/PerformOfServicesByOtherOrgInd00
IRS990ScheduleR/PerformOfServicesForOthOrgInd00
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd00
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd00
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd00
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd00
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd00
IRS990ScheduleR/SharingOfFacilitiesInd00
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt010000
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt169681
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt22000
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt32000
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0CASH
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt1CASH
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt2CASH
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt3CASH
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0AMERICAS HEPATO-PANCREATO-BILIARY ASSOCIATION
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt1INTERNATIONAL HEPATO-PANCREATO-BILIARY ASSOCIATION
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt2EUROPEAN-AFRICAN HEPATO-PANCREATO-BILIARY ASSOCIATION
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt3ASIAN-PACIFIC HEPATO-PANCREATO-BILIARY ASSOCIATION
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0C
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt1C
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt2C
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt3C
IRS990ScheduleR/TransferFromOtherOrgInd00
IRS990ScheduleR/TransferToOtherOrgInd00
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd00
IRS990/TerminateOperationsInd00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.96$0.07$1.88$0.28$0.31$0.03
2023Detailed filing. Detailed filing data is available for this year.$1.84$0.06$1.78$0.19$0.19$0.00
2022Detailed filing. Detailed filing data is available for this year.$1.68$0.01$1.67$0.27$0.21$0.07
2021Detailed filing. Detailed filing data is available for this year.$1.72$0.05$1.67$0.48$0.02$0.46
2020Detailed filing. Detailed filing data is available for this year.$1.24$0.11$1.13$0.43$0.12$0.31
2019Detailed filing. Detailed filing data is available for this year.$0.74$0.01$0.72$0.09$0.11$0.02
2018Detailed filing. Detailed filing data is available for this year.$0.66$0.01$0.65$0.19$0.09$0.10
2017Detailed filing. Detailed filing data is available for this year.$0.65$0.07$0.59$0.12$0.08$0.05
2015Detailed filing. Detailed filing data is available for this year.$0.33$0.00$0.33$0.05$0.03$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.32$0.00$0.32$0.08$0.03$0.06
2013Detailed filing. Detailed filing data is available for this year.$0.28$0.00$0.28$0.08$0.02$0.06
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.21$0.01$0.20$0.02
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.18$0.00$0.18$0.02
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.15$0.00$0.15$0.02