Civic Intelligence

The Community Foundation for Carver County

990 • Fiscal year 2015 • EIN 32-0196064

Jul 01, 2014 to Jun 30, 2015 • Filed on Nov 17, 2015

Organization ProfileWWW.CARVERCOUNTYFOUNDATION.ORG
PO Box 468Chanhassen, MN 55317

(952) 250-5138

Siviq Scores

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

Liabilities / Assets

51st percentile

0.05x

Higher debt load relative to assets than 51% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Liabilities / Revenue

62nd percentile

0.09x

Higher debt load relative to revenue than 62% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Net Margin

98th percentile

89%

Higher net margin than 98% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

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.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2015

Asset Growth

93rd percentile

83%

Faster asset growth than 93% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2014 to 2015

Revenue Growth

89th percentile

57%

Faster revenue growth than 89% of similar nonprofits.

2015 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets51st percentile

Assets

Up

$620,752

Up $282,088 (+83%) from 2014

Net Assets

Up

$591,494

Up $293,413 (+98%) from 2014

Liabilities

Down

$29,258

Down $11,325 (-28%) from 2014

Revenue And Expenses
Liabilities / Revenue62nd percentileNet Margin98th percentile

Revenue

Up

$324,950

Up $118,328 (+57%) from 2014

Expenses

Up

$35,038

Up $9,050 (+35%) from 2014

Net Income

Up

$289,912

Up $109,278 (+60%) from 2014

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

2015

Assets$620,752
Liabilities$29,258
Net Assets$591,494
Open 2015 Filing

Operations Trend

Revenue Growth89th 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

2015

Revenue$324,950
Expenses$35,038
Net Income$289,912
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Nov 17, 2015
Return Version
2014v5.0
Gross Receipts
$324,950
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$337,808$616,613▲ $278,805
Cash and Non-Interest-Bearing Accounts$856$4,139▲ $3,283
Total Assets$338,664$620,752▲ $282,088
Liabilities
Other Liabilities$40,583$29,258▼ $11,325
Total Liabilities$40,583$29,258▼ $11,325
Net Assets / Fund Balance
Unrestricted Net Assets$248,081$291,494▲ $43,413
Permanently Rstr Net Assets$15,000$265,000▲ $250,000
Temporarily Rstr Net Assets$35,000$35,000→ $0
Total Net Assets Fund Balance$298,081$591,494▲ $293,413
Total Liabilities and Net Assets / Fund Balance$338,664$620,752▲ $282,088

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2014$65,955$250,000▲ $4,413$4,015$312,845
2013$57,449$5,000▲ $7,468-$65,955
2012$53,253-▲ $5,821-$57,449
Compensation and Service Providers
Top Officer Pay49th percentile

Board Members and Trustees

NameTitle
Robert RoepkeChair of Boa
James WeygandVice Chair
Barb SwansonDirector
David EllingDirector
Gregg DaviesDirector
Jonathan LarsonDirector
Rick FordDirector
Roger StormsDirector
Shannon MindtDirector
Laura HelmerSecretary
John RoebkeTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$302,273
Program Service Revenue
$10,763
Investment Income
$11,914
Other Revenue
$0
All Other Contributions
$302,273
Change in Net Assets
$289,912
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$23,038
Grants and Similar Amounts Paid$12,000
Total Fundraising Expense$2,120
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$12,000--$12,000
Fees for Services Management-$5,916-$5,916
Fees for Service Investment Mgmnt Fees$2,738$2,739-$5,477
Office Expenses$288$225$2,120$2,633
Fees for Services Accounting-$2,409-$2,409
Conferences and Meetings$1,317--$1,317
Insurance$982--$982
All Other Expenses$235--$235
Other Expenses$125--$125
Total Functional Expenses$21,629$11,289$2,120$35,038
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Auburn HomesWaconia, MN--$10,000
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
Due to Other Entities$29,258
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

Filer Name
The Community Foundation
EIN
32-0196064
Phone
9522505138
Address
PO BOX 468, CHANHASSEN, MN 55317

Signing Officer

Name
Robert Roepke
Title
Chair of Board
Phone
9522505138
Signed
2015-11-17
Discuss with paid preparer
Yes

Organization Details

Voting Board Members
11
Independent Board Members
11
Employees
0
Volunteers
11

Preparer

Firm
Peterson Company Ltd
Address
580 CHERRY DR, WACONIA, MN 55387
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/CYEndwmtFundGrp/ContributionsAmt0250000
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0312845
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt04413
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt04015
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt01233
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt057449
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt05000
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt065955
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt02729
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt07468
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt01625
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt053253
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt057449
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt05821
IRS990ScheduleD/DisclosedForCharitablePrpsInd0true
IRS990ScheduleD/DisclosedOrgLegCtrlInd0true
IRS990ScheduleD/DonorAdvisedFundsContriAmt010000
IRS990ScheduleD/DonorAdvisedFundsHeldCnt05
IRS990ScheduleD/DonorAdvisedFundsVlEOYAmt0225571
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt029258
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO OTHER ENTITIES
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct00.85000
IRS990ScheduleD/TotalLiabilityAmt029258
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt010000
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0AUBURN HOMES
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0494 CHERRY DR
IRS990ScheduleI/RecipientTable/USAddress/CityNm0WACONIA
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0MN
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd055387
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
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IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt035000
IRS990/TempOrPermanentEndowmentsInd0true
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0338664
IRS990/TotalAssetsEOYAmt0620752
IRS990/TotalAssetsGrp/BOYAmt0338664
IRS990/TotalAssetsGrp/EOYAmt0620752
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0302273
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt02120
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt011289
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt021629
IRS990/TotalFunctionalExpensesGrp/TotalAmt035038
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt040583
IRS990/TotalLiabilitiesEOYAmt029258
IRS990/TotalLiabilitiesGrp/BOYAmt040583
IRS990/TotalLiabilitiesGrp/EOYAmt029258
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0298081
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0591494
IRS990/TotalProgramServiceExpensesAmt021629
IRS990/TotalProgramServiceRevenueAmt010763
IRS990/TotalRevenueGrp/ExclusionAmt011914
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt010763
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0324950
IRS990/TotalVolunteersCnt011
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0338664
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0620752
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0248081
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0291494
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt011
IRS990/VotingMembersIndependentCnt011
IRS990/WebsiteAddressTxt0WWW.CARVERCOUNTYFOUNDATION.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02016-03-07 17:11:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT ROEPKE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CHAIR OF BOARD
ReturnHeader/BusinessOfficerGrp/PhoneNum09522505138
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-11-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE COMMUNITY FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0FOR CARVER COUNTY
ReturnHeader/Filer/BusinessNameControlTxt0COMM
ReturnHeader/Filer/EIN0320196064
ReturnHeader/Filer/PhoneNum09522505138
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 468
ReturnHeader/Filer/USAddress/CityNm0CHANHASSEN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MN
ReturnHeader/Filer/USAddress/ZIPCd055317
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0274174412
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0PETERSON COMPANY LTD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0580 CHERRY DR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WACONIA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd055387
ReturnHeader/PreparerPersonGrp/PhoneNum09524424408
ReturnHeader/PreparerPersonGrp/PreparationDt02015-11-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL PETERSON CPA
ReturnHeader/ReturnTs02015-12-03T11:30:32-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$620,752
Liabilities
$29,258
Net assets
$591,494
Revenue
$324,950
Expenses
$35,038
Net income
$289,912
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2015 filings • 501(c)3 • $500k-$1M nonprofits