Civic Intelligence

The Community Foundation for Carver County

990 • Fiscal year 2017 • EIN 32-0196064

Jul 01, 2016 to Jun 30, 2017 • Filed on Oct 18, 2017

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

35th percentile

0.03x

Higher debt load relative to assets than 35% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

42nd percentile

0.07x

Higher debt load relative to revenue than 42% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

97th percentile

84%

Higher net margin than 97% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2017

Asset Growth

94th percentile

81%

Faster asset growth than 94% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

97th percentile

266%

Faster revenue growth than 97% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets35th percentile

Assets

Up

$1,218,923

Up $544,012 (+81%) from 2016

Net Assets

Up

$1,182,220

Up $545,961 (+86%) from 2016

Liabilities

Down

$36,703

Down $1,949 (-5.0%) from 2016

Revenue And Expenses
Liabilities / Revenue42nd percentileNet Margin97th percentile

Revenue

Up

$563,485

Up $409,558 (+266%) from 2016

Expenses

Up

$90,201

Up $3,098 (+3.6%) from 2016

Net Income

Up

$473,284

Up $406,460 (+608%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth94th 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

2017

Assets$1,218,923
Liabilities$36,703
Net Assets$1,182,220
Open 2017 Filing

Operations Trend

Revenue Growth97th 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

2017

Revenue$563,485
Expenses$90,201
Net Income$473,284
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Oct 18, 2017
Return Version
2016v3.0
Gross Receipts
$563,485
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$657,994$891,697▲ $233,703
Investments in Publicly Traded Securities-$322,211-
Cash and Non-Interest-Bearing Accounts$16,917$5,015▼ $11,902
Total Assets$674,911$1,218,923▲ $544,012
Liabilities
Other Liabilities$33,652$36,703▲ $3,051
Grants Payable$5,000--
Total Liabilities$38,652$36,703▼ $1,949
Net Assets / Fund Balance
Unrestricted Net Assets$336,259$882,220▲ $545,961
Permanently Rstr Net Assets$265,000$265,000→ $0
Temporarily Rstr Net Assets$35,000$35,000→ $0
Total Net Assets Fund Balance$636,259$1,182,220▲ $545,961
Total Liabilities and Net Assets / Fund Balance$674,911$1,218,923▲ $544,012

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$304,220$105,692▲ $47,990$1,942$445,003
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 PayScore unavailable

Board Members and Trustees

NameTitle
Robert RoepkeChair of Boa
Roger StormsVice Chair
Barb SwansonDirector
Gregg DaviesDirector
James WeygandDirector
Jonathan LarsonDirector
Racheal HollandDirector
Rick FordDirector
Shannon MindtDirector
John RoebkeAssistant Tr
Laura HelmerSecretary/tr
Revenue and Support

Revenue Composition

Contributions and Grants
$463,231
Program Service Revenue
$58,848
Investment Income
$41,406
Other Revenue
$0
All Other Contributions
$463,231
Change in Net Assets
$473,284
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$46,115
Other Expenses$44,086
Total Fundraising Expense$296
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$46,115--$46,115
Fees for Service Investment Mgmnt Fees$7,083$7,083-$14,166
Office Expenses$11,334$897$296$12,527
Fees for Services Management-$10,834-$10,834
Fees for Services Accounting-$4,661-$4,661
Insurance$1,001--$1,001
Other Expenses$58--$58
Conferences and Meetings-$30-$30
Total Functional Expenses$66,400$23,505$296$90,201
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Hamburg Baseball ClubHamburg, MN--$15,000
Carver County Veterans MemorialCold Spring, MN--$12,917
Carver County Fire & RescueCarver, MN--$8,198
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$36,703
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
2017-10-18
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robert Roepke
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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IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0CARVER COUNTY FIRE & RESCUE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1HAMBURG BASEBALL CLUB
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2CARVER COUNTY VETERANS MEMORIAL
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IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1PO BOX 95
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt217482 GRANITE WEST ROAD
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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
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Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,218,923
Liabilities
$36,703
Net assets
$1,182,220
Revenue
$563,485
Expenses
$90,201
Net income
$473,284
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
2017Detailed filing. Detailed filing data is available for this year.$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