Civic Intelligence

The Community Foundation for Carver County

990 • Fiscal year 2014 • EIN 32-0196064

Jul 01, 2013 to Jun 30, 2014 • Filed on Dec 31, 2014

Organization ProfileWWW.CARVERCOUNTYFOUNDATION.ORG
PO Box 46855317

(952) 250-5138

Siviq Scores

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

Liabilities / Assets

78th percentile

0.12x

Higher debt load relative to assets than 78% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

86th percentile

0.20x

Higher debt load relative to revenue than 86% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

98th percentile

87%

Higher net margin than 98% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

93rd percentile

139%

Faster asset growth than 93% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

98th percentile

485%

Faster revenue growth than 98% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets78th percentile

Assets

Up

$338,664

Up $196,713 (+139%) from 2013

Net Assets

Up

$298,081

Up $199,658 (+203%) from 2013

Liabilities

Down

$40,583

Down $2,945 (-6.8%) from 2013

Revenue And Expenses
Liabilities / Revenue86th percentileNet Margin98th percentile

Revenue

Up

$206,622

Up $171,318 (+485%) from 2013

Expenses

Up

$25,988

Up $6,730 (+35%) from 2013

Net Income

Up

$180,634

Up $164,588 (+1026%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth93rd percentile

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

$1.5M$1.0M$500K$0Assets 2013: $141,951Liabilities 2013: $43,528Net Assets 2013: $98,4232013Assets 2014: $338,664Liabilities 2014: $40,583Net Assets 2014: $298,0812014Assets 2015: $620,752Liabilities 2015: $29,258Net Assets 2015: $591,4942015Assets 2016: $674,911Liabilities 2016: $38,652Net Assets 2016: $636,2592016Assets 2017: $1,218,923Liabilities 2017: $36,703Net Assets 2017: $1,182,2202017Assets 2019: $498,411Liabilities 2019: $35,337Net Assets 2019: $463,0742019Assets 2020: $77,982Liabilities 2020: $0Net Assets 2020: $77,9822020Assets 2021: $0Liabilities 2021: $0Net Assets 2021: $02021

Highlighted filing

2014

Assets$338,664
Liabilities$40,583
Net Assets$298,081
Open 2014 Filing

Operations Trend

Revenue Growth98th percentile

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

$2.0M$1.0M$0-$1.0MRevenue 2013: $35,304Expenses 2013: $19,258Net Income 2013: $16,0462013Revenue 2014: $206,622Expenses 2014: $25,988Net Income 2014: $180,6342014Revenue 2015: $324,950Expenses 2015: $35,038Net Income 2015: $289,9122015Revenue 2016: $153,927Expenses 2016: $87,103Net Income 2016: $66,8242016Revenue 2017: $563,485Expenses 2017: $90,201Net Income 2017: $473,2842017Revenue 2019: $209,636Expenses 2019: $1,131,527Net Income 2019: -$921,8912019Revenue 2020: $98,020Expenses 2020: $483,112Net Income 2020: -$385,0922020Revenue 2021: -$96Expenses 2021: $77,886Net Income 2021: -$77,9822021

Highlighted filing

2014

Revenue$206,622
Expenses$25,988
Net Income$180,634
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Dec 31, 2014
Return Version
2013v4.0
Gross Receipts
$206,622
Mission and Program Overview

Mission

To serve as a catalyst and support for charitable investments that contribute to developing vibrant and healthy communitites.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$141,709$337,808▲ $196,099
Cash and Non-Interest-Bearing Accounts$242$856▲ $614
Total Assets$141,951$338,664▲ $196,713
Liabilities
Other Liabilities$43,528$40,583▼ $2,945
Total Liabilities$43,528$40,583▼ $2,945
Net Assets / Fund Balance
Unrestricted Net Assets$63,423$248,081▲ $184,658
Temporarily Rstr Net Assets-$35,000-
Permanently Rstr Net Assets$35,000$15,000▼ $20,000
Total Net Assets Fund Balance$98,423$298,081▲ $199,658
Total Liabilities and Net Assets / Fund Balance$141,951$338,664▲ $196,713

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2013$57,449$5,000▲ $7,468-$65,955
2012$53,253-▲ $5,821-$57,449
Compensation and Service Providers
Top Officer Pay74th percentile

Board Members and Trustees

NameTitle
Robert RoepkeChair of Boa
James WeygandVice Chair
Barb SwansonDirector
David EllingDirector
Jonathan LarsonDirector
Kristin IversonDirector
Pat HegsethDirector
Rick FordDirector
Roger StormsDirector
Timothy LoobyDirector
Laura HelmerSecretary
John RoebkeTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$196,428
Program Service Revenue
$6,089
Investment Income
$4,105
Other Revenue
$0
All Other Contributions
$196,428
Change in Net Assets
$180,634
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$25,988
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Service Investment Mgmnt Fees$2,205$2,205-$4,410
Fees for Services Accounting-$3,118-$3,118
Fees for Services Management-$3,042-$3,042
Office Expenses$944$768-$1,712
Insurance$794--$794
Conferences and Meetings$616--$616
Other Expenses$300--$300
All Other Expenses$210--$210
Total Functional Expenses$16,855$9,133$0$25,988
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
Due to Other Entities$40,583
Governance and Compliance

Governance Checklist

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

“The organization's process to review form 990 is to have the treasurer perform a complete detailed review. They write up comments from their findings and review to present to the board and officers along with a complete copy for the final form 990. Once changes, questions, and comments have been satisfactorily accepted by the board, the president/chair signs the return. This is in a meeting or an electronic presentation and response.”

Form 990, Page 6, Part VI, Line 19

“All documents are available upon request during normal business hours”

Filing and Contact Details

Filer

EIN
32-0196064
Phone
9522505138

Signing Officer

Name
Robert Roepke
Title
Chair of Board
Phone
9522505138
Signed
2014-12-31
Discuss with paid preparer
Yes

Organization Details

Voting Board Members
12
Independent Board Members
12
Employees
0
Volunteers
12

Preparer

Preparer
Michael Peterson CPA
Phone
9524424408
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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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IRS990ScheduleD/DisclosedForCharitablePrpsInd0true
IRS990ScheduleD/DisclosedOrgLegCtrlInd0true
IRS990ScheduleD/DonorAdvisedFundsContriAmt0115000
IRS990ScheduleD/DonorAdvisedFundsGrantsAmt01000
IRS990ScheduleD/DonorAdvisedFundsHeldCnt02
IRS990ScheduleD/DonorAdvisedFundsVlEOYAmt0129418
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt040583
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO OTHER ENTITIES
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.28830
IRS990ScheduleD/TotalLiabilityAmt040583
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION'S PROCESS TO REVIEW FORM 990 IS TO HAVE THE TREASURER PERFORM A COMPLETE DETAILED REVIEW. THEY WRITE UP COMMENTS FROM THEIR FINDINGS AND REVIEW TO PRESENT TO THE BOARD AND OFFICERS ALONG WITH A COMPLETE COPY FOR THE FINAL FORM 990. ONCE CHANGES, QUESTIONS, AND COMMENTS HAVE BEEN SATISFACTORILY ACCEPTED BY THE BOARD, THE PRESIDENT/CHAIR SIGNS THE RETURN. THIS IS IN A MEETING OR AN ELECTRONIC PRESENTATION AND RESPONSE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ALL DOCUMENTS ARE AVAILABLE UPON REQUEST DURING NORMAL BUSINESS HOURS
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0MN
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt035000
IRS990/TempOrPermanentEndowmentsInd0true
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0141951
IRS990/TotalAssetsEOYAmt0338664
IRS990/TotalAssetsGrp/BOYAmt0141951
IRS990/TotalAssetsGrp/EOYAmt0338664
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IRS990/TotalContributionsAmt0196428
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt09133
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt016855
IRS990/TotalFunctionalExpensesGrp/TotalAmt025988
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt043528
IRS990/TotalLiabilitiesEOYAmt040583
IRS990/TotalLiabilitiesGrp/BOYAmt043528
IRS990/TotalLiabilitiesGrp/EOYAmt040583
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt098423
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0298081
IRS990/TotalProgramServiceExpensesAmt016855
IRS990/TotalProgramServiceRevenueAmt06089
IRS990/TotalRevenueGrp/ExclusionAmt04105
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt06089
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0206622
IRS990/TotalVolunteersCnt012
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0141951
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0338664
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt063423
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0248081
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt012
IRS990/VotingMembersIndependentCnt012
IRS990/WebsiteAddressTxt0WWW.CARVERCOUNTYFOUNDATION.ORG
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT ROEPKE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIR OF BOARD
ReturnHeader/BusinessOfficerGrp/PhoneNum09522505138
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-12-31
ReturnHeader/Filer/BusinessName/BusinessNameLine10THE COMMUNITY FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine20FOR CARVER COUNTY
ReturnHeader/Filer/BusinessNameControlTxt0COMM
ReturnHeader/Filer/EIN0320196064
ReturnHeader/Filer/PhoneNum09522505138
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 468
ReturnHeader/Filer/USAddress/City0CHANHASSEN
ReturnHeader/Filer/USAddress/State0MN
ReturnHeader/Filer/USAddress/ZIPCode055317
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0274174412
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10PETERSON COMPANY LTD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10580 S CHERRY DR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0WACONIA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0553874578
ReturnHeader/PreparerPersonGrp/PhoneNum09524424408
ReturnHeader/PreparerPersonGrp/PreparationDt02015-01-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL PETERSON CPA
ReturnHeader/ReturnTs02015-01-07T14:44:17-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2014 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$338,664
Liabilities
$40,583
Net assets
$298,081
Revenue
$206,622
Expenses
$25,988
Net income
$180,634
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00$0.00$0.08$0.08
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.08$0.00$0.08$0.10$0.48$0.39
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.50$0.04$0.46$0.21$1.13$0.92
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.22$0.04$1.18$0.56$0.09$0.47
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.67$0.04$0.64$0.15$0.09$0.07
2015Detailed filing. Detailed filing data is available for this year.$0.62$0.03$0.59$0.32$0.04$0.29
2014Detailed filing. Detailed filing data is available for this year.$0.34$0.04$0.30$0.21$0.03$0.18
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.14$0.04$0.10$0.04$0.02$0.02