Civic Intelligence

Union County Foundation Inc.

990 • Fiscal year 2011 • EIN 35-1769294

Jan 01, 2011 to Dec 31, 2011 • Filed on Nov 12, 2012

Organization ProfileWWW.UCFOUNDATIONINC.ORG
404 Eaton Street47353
Siviq Scores

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

Liabilities / Assets

14th percentile

0.01x

Higher debt load relative to assets than 14% of similar nonprofits.

2011 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2011

Asset Growth

31st percentile

-2.7%

Faster asset growth than 31% of similar nonprofits.

2011 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets14th percentile

Assets

Down

$5,042,579

Down $142,256 (-2.7%) from 2010

Net Assets

Down

$4,996,197

Down $127,009 (-2.5%) from 2010

Liabilities

Down

$46,382

Down $15,247 (-25%) from 2010

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$345,992

Down $3,746 (-1.1%) from 2010

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth31st percentile

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$15M$10M$5.0M$0Assets 2010: $5,184,835Liabilities 2010: $61,629Net Assets 2010: $5,123,2062010Assets 2011: $5,042,579Liabilities 2011: $46,382Net Assets 2011: $4,996,1972011Assets 2012: $5,378,463Liabilities 2012: $35,145Net Assets 2012: $5,343,3182012Assets 2013: $6,259,730Liabilities 2013: $23,534Net Assets 2013: $6,236,1962013Assets 2014: $7,253,531Liabilities 2014: $237,810Net Assets 2014: $7,015,7212014Assets 2015: $7,289,523Liabilities 2015: $48,636Net Assets 2015: $7,240,8872015Assets 2016: $7,735,699Liabilities 2016: $60,492Net Assets 2016: $7,675,2072016Assets 2017: $8,582,082Liabilities 2017: $63,069Net Assets 2017: $8,519,0132017Assets 2018: $8,479,115Liabilities 2018: $482,366Net Assets 2018: $7,996,7492018Assets 2019: $9,584,714Liabilities 2019: $314,978Net Assets 2019: $9,269,7362019Assets 2020: $10,371,303Liabilities 2020: $160,302Net Assets 2020: $10,211,0012020Assets 2021: $11,670,446Liabilities 2021: $37,187Net Assets 2021: $11,633,2592021Assets 2022: $10,205,517Liabilities 2022: $19,030Net Assets 2022: $10,186,4872022Assets 2023: $11,084,351Liabilities 2023: $60,684Net Assets 2023: $11,023,6672023Assets 2024: $13,044,207Liabilities 2024: $24,441Net Assets 2024: $13,019,7662024

Highlighted filing

2011

Assets$5,042,579
Liabilities$46,382
Net Assets$4,996,197
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$3.0M$2.0M$1.0M$0Expenses 2010: $349,7382010Expenses 2011: $345,9922011Expenses 2012: $315,4232012Revenue 2013: $679,997Expenses 2013: $322,387Net Income 2013: $357,6102013Revenue 2014: $1,290,504Expenses 2014: $426,515Net Income 2014: $863,9892014Revenue 2015: $1,109,876Expenses 2015: $509,554Net Income 2015: $600,3222015Revenue 2016: $764,143Expenses 2016: $580,690Net Income 2016: $183,4532016Revenue 2017: $873,244Expenses 2017: $547,711Net Income 2017: $325,5332017Revenue 2018: $960,370Expenses 2018: $529,256Net Income 2018: $431,1142018Revenue 2019: $1,039,928Expenses 2019: $776,096Net Income 2019: $263,8322019Revenue 2020: $935,977Expenses 2020: $527,330Net Income 2020: $408,6472020Revenue 2021: $1,244,252Expenses 2021: $606,879Net Income 2021: $637,3732021Revenue 2022: $913,355Expenses 2022: $669,226Net Income 2022: $244,1292022Revenue 2023: $1,215,197Expenses 2023: $1,147,508Net Income 2023: $67,6892023Revenue 2024: $2,382,484Expenses 2024: $935,202Net Income 2024: $1,447,2822024

Highlighted filing

2011

Revenue-
Expenses$345,992
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
Nov 12, 2012
Return Version
2011v1.2
Gross Receipts
$1,767,896
Mission and Program Overview

Mission

To assist donors in building and preserving perpetual charitable funds; to meet the changing needs of our community and to enrich the quality of life for the residents of union county.

Filing and Contact Details

Filer

EIN
35-1769294
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IRS990ScheduleD/Equipment/BookValue01697
IRS990ScheduleD/Equipment/Depreciation051612
IRS990ScheduleD/Equipment/OtherCostOrOtherBasis053309
IRS990ScheduleD/ExcessOrDeficitForYear040060
IRS990ScheduleD/ExcessOrDeficitPerFS0-127009
IRS990ScheduleD/ExpensesNotRptdOnFinStmt0133
IRS990ScheduleD/ExpensesSubtotal0345859
IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation0The foundation has adopted investments and spending policies for endowment assets that attempt to preserve the real purchasing power of the assets and provide a growing stream of income to be made available for spending, keeping pace with inflation, in order to sustain the operations and grant making capacity of the foundation. The foundations spending and investment policies work together to achieve this objective. The investment policy establishes a return objective continued below...
IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation1...through diversification of asset classes. The current long-term return objective is to return a minimum of 6.5, net of investment fees, plus the rate of inflation. Actual returns in any given year vary from this amount.
IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation2Net Agency Fund Transactions -205.
IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation3Net Agency Fund Transactions 338.
IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation4Net Agency Fund Transactions 133.

Document Assets

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Filings

Displayed year

2011 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$5,042,579
Liabilities
$46,382
Net assets
$4,996,197
Revenue
-
Expenses
$345,992
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.0$0.02$13.0$2.38$0.94$1.45
2023Detailed filing. Detailed filing data is available for this year.$11.1$0.06$11.0$1.22$1.15$0.07
2022Detailed filing. Detailed filing data is available for this year.$10.2$0.02$10.2$0.91$0.67$0.24
2021Detailed filing. Detailed filing data is available for this year.$11.7$0.04$11.6$1.24$0.61$0.64
2020Detailed filing. Detailed filing data is available for this year.$10.4$0.16$10.2$0.94$0.53$0.41
2019Detailed filing. Detailed filing data is available for this year.$9.58$0.31$9.27$1.04$0.78$0.26
2018Detailed filing. Detailed filing data is available for this year.$8.48$0.48$8.00$0.96$0.53$0.43
2017Detailed filing. Detailed filing data is available for this year.$8.58$0.06$8.52$0.87$0.55$0.33
2016Detailed filing. Detailed filing data is available for this year.$7.74$0.06$7.68$0.76$0.58$0.18
2015Detailed filing. Detailed filing data is available for this year.$7.29$0.05$7.24$1.11$0.51$0.60
2014Detailed filing. Detailed filing data is available for this year.$7.25$0.24$7.02$1.29$0.43$0.86
2013Detailed filing. Detailed filing data is available for this year.$6.26$0.02$6.24$0.68$0.32$0.36
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.38$0.04$5.34$0.32
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.04$0.05$5.00$0.35
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.18$0.06$5.12$0.35