Civic Intelligence

The Community Foundation for Carver County

990 • Fiscal year 2016 • EIN 32-0196064

Jul 01, 2015 to Jun 30, 2016 • Filed on Dec 02, 2016

Organization ProfileWWW.CARVERCOUNTYFOUNDATION.COM
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

54th percentile

0.06x

Higher debt load relative to assets than 54% of similar nonprofits.

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

Liabilities / Revenue

77th percentile

0.25x

Higher debt load relative to revenue than 77% of similar nonprofits.

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

Net Margin

90th percentile

43%

Higher net margin than 90% 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

67th percentile

8.7%

Faster asset growth than 67% of similar nonprofits.

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

Revenue Growth

5th percentile

-53%

Faster revenue growth than 5% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets54th percentile

Assets

Up

$674,911

Up $54,159 (+8.7%) from 2015

Net Assets

Up

$636,259

Up $44,765 (+7.6%) from 2015

Liabilities

Up

$38,652

Up $9,394 (+32%) from 2015

Revenue And Expenses
Liabilities / Revenue77th percentileNet Margin90th percentile

Revenue

Down

$153,927

Down $171,023 (-53%) from 2015

Expenses

Up

$87,103

Up $52,065 (+149%) from 2015

Net Income

Down

$66,824

Down $223,088 (-77%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth67th 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

2016

Assets$674,911
Liabilities$38,652
Net Assets$636,259
Open 2016 Filing

Operations Trend

Revenue Growth5th 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

2016

Revenue$153,927
Expenses$87,103
Net Income$66,824
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Dec 2, 2016
Return Version
2015v2.1
Gross Receipts
$153,927
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$616,613$657,994▲ $41,381
Cash and Non-Interest-Bearing Accounts$4,139$16,917▲ $12,778
Total Assets$620,752$674,911▲ $54,159
Liabilities
Other Liabilities$29,258$33,652▲ $4,394
Grants Payable-$5,000-
Total Liabilities$29,258$38,652▲ $9,394
Net Assets / Fund Balance
Unrestricted Net Assets$291,494$336,259▲ $44,765
Permanently Rstr Net Assets$265,000$265,000→ $0
Temporarily Rstr Net Assets$35,000$35,000→ $0
Total Net Assets Fund Balance$591,494$636,259▲ $44,765
Total Liabilities and Net Assets / Fund Balance$620,752$674,911▲ $54,159

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$312,845-▲ $902$-314$304,220
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
Roger StormsChair of Boa
James WeygandVice Chair
Barb SwansonDirector
Gregg DaviesDirector
Jonathan LarsonDirector
Racheal HollandDirector
Rick FordDirector
Shannon MindtDirector
John RoebkeAssistant Tr
Robert RoepkeOfficer
Laura HelmerSecretary/tr
Revenue and Support

Revenue Composition

Contributions and Grants
$100,563
Program Service Revenue
$26,488
Investment Income
$26,876
Other Revenue
$0
All Other Contributions
$100,563
Change in Net Assets
$66,824
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$53,100
Other Expenses$34,003
Total Fundraising Expense$8,245
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$53,100--$53,100
Office Expenses$1,668$412$8,245$10,325
Fees for Service Investment Mgmnt Fees$5,158$5,158-$10,316
Fees for Services Management-$7,345-$7,345
Fees for Services Accounting-$4,641-$4,641
Insurance$994--$994
Other Expenses$50--$50
Total Functional Expenses$61,302$17,556$8,245$87,103
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
City of Norwood Young AmericaNya, MN--$40,000
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$33,652
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
Roger Storms
Title
Chair of Board
Phone
9522505138
Signed
2016-12-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Roger Storms
Voting Board Members
11
Independent Board Members
11
Employees
0
Volunteers
11

Preparer

Firm
Peterson Company Ltd
Address
580 CHERRY DR, WACONIA, MN 55387-4578
Preparer
Michael Peterson CPA
Phone
9524424408
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ALL DOCUMENTS ARE AVAILABLE UPON REQUEST DURING NORMAL BUSINESS HOURS
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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
$674,911
Liabilities
$38,652
Net assets
$636,259
Revenue
$153,927
Expenses
$87,103
Net income
$66,824
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
2016Detailed filing. Detailed filing data is available for this year.$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