Civic Intelligence

The Community Foundation for Carver County

990 • Fiscal year 2019 • EIN 32-0196064

Jul 01, 2018 to Jun 30, 2019 • Filed on Nov 10, 2019

Organization ProfileWWW.COMMUNITYGIVING.ORG/CFCC
PO Box 468Chanhassen, MN 55317

(320) 253-4380

Siviq Scores

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

Liabilities / Assets

76th percentile

0.07x

Higher debt load relative to assets than 76% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Liabilities / Revenue

86th percentile

0.17x

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Net Margin

2nd percentile

-440%

Higher net margin than 2% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2019 filings • 501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

6th percentile

-66%

Faster asset growth than 6% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

12th percentile

-42%

Faster revenue growth than 12% of similar nonprofits.

2019 filings • 501(c)3 • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets76th percentile

Assets

Down

$498,411

Down $720,512 (-59%) from 2017

Net Assets

Down

$463,074

Down $719,146 (-61%) from 2017

Liabilities

Down

$35,337

Down $1,366 (-3.7%) from 2017

Revenue And Expenses
Liabilities / Revenue86th percentileNet Margin2nd percentile

Revenue

Down

$209,636

Down $353,849 (-63%) from 2017

Expenses

Up

$1,131,527

Up $1,041,326 (+1154%) from 2017

Net Income

Down

-$921,891

Down $1,395,175 (-295%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth6th 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

2019

Assets$498,411
Liabilities$35,337
Net Assets$463,074
Open 2019 Filing

Operations Trend

Revenue Growth12th 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

2019

Revenue$209,636
Expenses$1,131,527
Net Income-$921,891
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2018 to Jun 30, 2019
Signed
Nov 10, 2019
Return Version
2018v3.1
Gross Receipts
$209,636
Mission and Program Overview

Mission

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

Support charitable investments that contribute to developing vibrant and healthy communitites.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$443,643$470,829▲ $27,186
Cash and Non-Interest-Bearing Accounts$7,178$26,491▲ $19,313
Savings and Temporary Cash Investments$1,020,958$1,091▼ $1,019,867
Total Assets$1,471,779$498,411▼ $973,368
Liabilities
Other Liabilities$36,192$35,337▼ $855
Accounts Payable and Accrued Expenses$6,144--
Total Liabilities$42,336$35,337▼ $6,999
Net Assets / Fund Balance
Permanently Rstr Net Assets$370,692$375,362▲ $4,670
Unrestricted Net Assets$1,023,751$52,712▼ $971,039
Temporarily Rstr Net Assets$35,000$35,000→ $0
Total Net Assets Fund Balance$1,429,443$463,074▼ $966,369
Total Liabilities and Net Assets / Fund Balance$1,471,779$498,411▼ $973,368

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$464,330-▲ $14,915$1,670-
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
Compensation and Service Providers
Top Officer Pay77th percentile

Board Members and Trustees

NameTitle
Robert RoepkeChair of Board
James WeygandVice Chair
Laura HelmerVice Chair
Barbara SwansonDirector
Gregg DaviesDirector
Kristen RickabyDirector
Racheal HollandDirector
Richard ScottDirector
Rick FordDirector
Roger StormsDirector
Shannon MindtDirector
Kathie LenzenTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$87,153
Program Service Revenue
$22,507
Investment Income
$99,976
Other Revenue
$0
All Other Contributions
$87,153
Change in Net Assets
$-921,891
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$839,500
Other Expenses$292,027
Total Fundraising Expense$393
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$839,000--$839,000
Fees for Services Other$165,224$16,042-$181,266
Fees for Service Investment Mgmnt Fees$8,070$9,369-$17,439
Fees for Services Management-$9,677-$9,677
Fees for Services Accounting-$2,177-$2,177
Insurance-$1,406-$1,406
Grants to Domestic Individuals$500--$500
Office Expenses-$192$293$485
All Other Expenses-$312-$312
Other Expenses$77,936$228$100$228
Conferences and Meetings-$159-$159
Total Functional Expenses$1,090,730$40,404$393$1,131,527
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Community GivingSt Cloud, MN-To Transfer Assets to Community Giving.$839,000
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$35,337
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
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, Part VI, Section B, 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, Part VI, Section C, 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
3202534380
Address
PO BOX 468, CHANHASSEN, MN 55317

Signing Officer

Name
Robert Roepke
Title
Chair of Board
Phone
3202534380
Signed
2019-11-10
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Robert Roepke
Formed
2007
Legal Domicile
Mn
Voting Board Members
12
Independent Board Members
12
Employees
0
Volunteers
12

Preparer

Firm
Peterson Company Ltd
Address
570 CHERRY DRIVE, WACONIA, MN 55387
Preparer
Michael Peterson
Phone
9524424408
Supplemental Narrative

Additional Explanations

Form 990, Part IX, Line 11G

“Contractor fees: program service expenses 165,224. Management and general expenses 16,042. Fundraising expenses 0. Total expenses 181,266.”

Raw XML AppendixShowing 400 of 471 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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IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd01
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0122483
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01020958
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01091
IRS990ScheduleA/CommunityTrustInd0X
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0ADMIN FEES - 2018 AMOUNT: $ 12,010. INVESTMENT FEES - 2018 AMOUNT: $ 7,197. SPECIAL EVENT INCOME - 2018 AMOUNT: $ 3,300.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0SCHEDULE A, PART II, LINE 10, EXPLANATION OF OTHER INCOME:
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt087153
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt0223266
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt0463231
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0100563
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt0302273
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01176486
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0100814
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt022728
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt021182
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt010610
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt04908
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0160242
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt022507
IRS990ScheduleA/OtherIncome170Grp/TotalAmt022507
IRS990ScheduleA/PublicSupportCY170Pct00.86560
IRS990ScheduleA/PublicSupportPY170Pct00.95470
IRS990ScheduleA/PublicSupportTotal170Amt01176486
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt087153
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt0223266
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0463231
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt0100563
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0302273
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01176486
IRS990ScheduleA/TotalSupportAmt01359235
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt09406
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0464330
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt0468169
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt014915
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt01670
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt09462
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0445003
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt05366
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0464330
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt08501
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt033017
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt01093
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt08207
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0304220
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0105692
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0445003
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/GrantsOrScholarshipsAmt02750
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt047990
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt01942
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt06091
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0312845
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0304220
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/GrantsOrScholarshipsAmt03750
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0902
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt0-314
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt03508
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt065955
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0250000
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0312845
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt04413
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt04015
IRS990ScheduleD/DisclosedForCharitablePrpsInd01
IRS990ScheduleD/DisclosedOrgLegCtrlInd01
IRS990ScheduleD/DonorAdvisedFundsContriAmt07130
IRS990ScheduleD/DonorAdvisedFundsHeldCnt01
IRS990ScheduleD/DonorAdvisedFundsVlEOYAmt0367025
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt035337
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0DUE TO OTHER ENTITIES
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalLiabilityAmt035337
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt0839000
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0TO TRANSFER ASSETS TO COMMUNITY GIVING.
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0COMMUNITY GIVING
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0101 7TH AVE S 100
IRS990ScheduleI/RecipientTable/USAddress/CityNm0ST CLOUD
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0MN
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd056301
IRS990ScheduleI/Total501c3OrgCnt01
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
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: PROGRAM SERVICE EXPENSES 165,224. MANAGEMENT AND GENERAL EXPENSES 16,042. FUNDRAISING EXPENSES 0. TOTAL EXPENSES 181,266.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART IX, LINE 11G
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/StatesWhereCopyOfReturnIsFldCd0MN
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt035000
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt035000
IRS990/TempOrPermanentEndowmentsInd01
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01471779
IRS990/TotalAssetsEOYAmt0498411
IRS990/TotalAssetsGrp/BOYAmt01471779
IRS990/TotalAssetsGrp/EOYAmt0498411
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt087153
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt0393

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$498,411
Liabilities
$35,337
Net assets
$463,074
Revenue
$209,636
Expenses
$1,131,527
Net income
-$921,891
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
2019Detailed filing. Detailed filing data is available for this year.$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