Civic Intelligence

The Community Foundation for Carver County

990 • Fiscal year 2018 • EIN 32-0196064

Jul 01, 2017 to Jun 30, 2018 • Filed on Nov 13, 2018

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.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

54th percentile

0.12x

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

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

95th percentile

69%

Higher net margin than 95% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Asset Growth

82nd percentile

21%

Faster asset growth than 82% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

8th percentile

-36%

Faster revenue growth than 8% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets35th percentile

Assets

Up

$1,471,779

Up $252,856 (+21%) from 2017

Net Assets

Up

$1,429,443

Up $247,223 (+21%) from 2017

Liabilities

Up

$42,336

Up $5,633 (+15%) from 2017

Revenue And Expenses
Liabilities / Revenue54th percentileNet Margin95th percentile

Revenue

Down

$360,244

Down $203,241 (-36%) from 2017

Expenses

Up

$110,289

Up $20,088 (+22%) from 2017

Net Income

Down

$249,955

Down $223,329 (-47%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth82nd 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 2018: $1,471,779Liabilities 2018: $42,336Net Assets 2018: $1,429,4432018Assets 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

2018

Assets$1,471,779
Liabilities$42,336
Net Assets$1,429,443
Open 2018 Filing

Operations Trend

Revenue Growth8th 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 2018: $360,244Expenses 2018: $110,289Net Income 2018: $249,9552018Revenue 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

2018

Revenue$360,244
Expenses$110,289
Net Income$249,955
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Nov 13, 2018
Return Version
2017v2.3
Gross Receipts
$360,244
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$891,697$1,020,958▲ $129,261
Investments in Publicly Traded Securities$322,211$443,643▲ $121,432
Cash and Non-Interest-Bearing Accounts$5,015$7,178▲ $2,163
Total Assets$1,218,923$1,471,779▲ $252,856
Liabilities
Other Liabilities$36,703$36,192▼ $511
Accounts Payable and Accrued Expenses-$6,144-
Total Liabilities$36,703$42,336▲ $5,633
Net Assets / Fund Balance
Unrestricted Net Assets$882,220$1,023,751▲ $141,531
Permanently Rstr Net Assets$265,000$370,692▲ $105,692
Temporarily Rstr Net Assets$35,000$35,000→ $0
Total Net Assets Fund Balance$1,182,220$1,429,443▲ $247,223
Total Liabilities and Net Assets / Fund Balance$1,218,923$1,471,779▲ $252,856

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2017$445,003$5,366▲ $33,017$1,093$464,330
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
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
Robert RoepkeChair of Boa
James WeygandVice Chair
Laura HelmerVice Chair
Barb SwansonDirector
Gregg DaviesDirector
Racheal HollandDirector
Richard ScottDirector
Rick FordDirector
Roger StormsDirector
Shannon MindtDirector
Kristen RickabyTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$223,266
Program Service Revenue
$49,223
Investment Income
$87,755
Other Revenue
$0
All Other Contributions
$223,266
Change in Net Assets
$249,955
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$80,288
Grants and Similar Amounts Paid$30,001
Total Fundraising Expense$9,413
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$30,001--$30,001
Fees for Services Other$16,472$383$8,462$25,317
Fees for Service Investment Mgmnt Fees$9,605$9,605-$19,210
Office Expenses$16,770$309$290$17,369
Fees for Services Management-$12,937-$12,937
Fees for Services Accounting-$2,331-$2,331
Insurance$1,008--$1,008
Other Expenses$243-$661$243
Conferences and Meetings-$208-$208
All Other Expenses$4--$4
Total Functional Expenses$75,103$25,773$9,413$110,289
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Other Misc GrantsChanhassen, MN--$12,501
Emmanuel Lutheran ChurchHamburg, MN--$10,000
Waconia Lions ClubWaconia, MN--$7,500
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$36,192
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
2018-11-13
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
570 CHERRY DR, WACONIA, MN 55387
Preparer
Michael Peterson CPA
Phone
9524424408
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Contractor fees 16,472 179 8,462 other professional fees 0 204 0 total 16,472 383 8,462”

Raw XML AppendixShowing 400 of 450 raw XML fields

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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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0302273
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0196428
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IRS990ScheduleD/DonorAdvisedFundsGrantsAmt031749
IRS990ScheduleD/DonorAdvisedFundsHeldCnt08
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IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0EMMANUEL LUTHERAN CHURCH
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1OTHER MISC GRANTS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2WACONIA LIONS CLUB
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt018155 COUNTY ROAD 50
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1PO BOX 468
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt2PO BOX 21
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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/ExplanationTxt2CONTRACTOR FEES 16,472 179 8,462 OTHER PROFESSIONAL FEES 0 204 0 TOTAL 16,472 383 8,462
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART IX, LINE 11G
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Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,471,779
Liabilities
$42,336
Net assets
$1,429,443
Revenue
$360,244
Expenses
$110,289
Net income
$249,955
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
2018Detailed filing. Detailed filing data is available for this year.$1.47$0.04$1.43$0.36$0.11$0.25
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