Civic Intelligence

Foundation for Educational Excellence

990 • Fiscal year 2014 • EIN 36-3524007

Jul 01, 2013 to Jun 30, 2014 • Filed on Oct 07, 2014

PO Box 33761088

(815) 275-2292

Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Liabilities / Revenue

24th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Net Margin

62nd percentile

8.1%

Higher net margin than 62% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

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

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Asset Growth

66th percentile

9.0%

Faster asset growth than 66% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2013 to 2014

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Assets

Up

$790,110

Up $65,569 (+9.0%) from 2013

Net Assets

Up

$790,110

Up $65,569 (+9.0%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue

$49,171

No earlier filing loaded for comparison.

Expenses

Up

$45,202

Up $9,719 (+27%) from 2013

Net Income

$3,969

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2011: $650,053Liabilities 2011: $0Net Assets 2011: $650,0532011Assets 2012: $676,644Liabilities 2012: $0Net Assets 2012: $676,6442012Assets 2013: $724,541Liabilities 2013: $0Net Assets 2013: $724,5412013Assets 2014: $790,110Liabilities 2014: $0Net Assets 2014: $790,1102014Assets 2015: $793,713Liabilities 2015: $0Net Assets 2015: $793,7132015Assets 2016: $779,471Liabilities 2016: $0Net Assets 2016: $779,4712016Assets 2017: $847,530Liabilities 2017: $0Net Assets 2017: $847,5302017Assets 2018: $907,622Liabilities 2018: $0Net Assets 2018: $907,6222018Assets 2019: $926,469Liabilities 2019: $0Net Assets 2019: $926,4692019Assets 2020: $955,263Liabilities 2020: $0Net Assets 2020: $955,2632020Assets 2021: $1,233,264Liabilities 2021: $0Net Assets 2021: $1,233,2642021Assets 2022: $1,095,541Liabilities 2022: $0Net Assets 2022: $1,095,5412022Assets 2023: $1,170,615Liabilities 2023: $0Net Assets 2023: $1,170,6152023Assets 2024: $1,252,802Liabilities 2024: $0Net Assets 2024: $1,252,8022024Assets 2025: $1,335,389Liabilities 2025: $0Net Assets 2025: $1,335,3892025

Highlighted filing

2014

Assets$790,110
Liabilities$0
Net Assets$790,110

Operations Trend

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

$100K$50K$0-$50KExpenses 2011: $62,1952011Expenses 2012: $39,9832012Expenses 2013: $35,4832013Revenue 2014: $49,171Expenses 2014: $45,202Net Income 2014: $3,9692014Revenue 2015: $88,560Expenses 2015: $69,847Net Income 2015: $18,7132015Revenue 2016: $50,079Expenses 2016: $43,244Net Income 2016: $6,8352016Revenue 2017: $54,470Expenses 2017: $42,120Net Income 2017: $12,3502017Revenue 2018: $32,802Expenses 2018: $43,462Net Income 2018: -$10,6602018Revenue 2019: $28,495Expenses 2019: $42,137Net Income 2019: -$13,6422019Revenue 2020: $29,566Expenses 2020: $30,739Net Income 2020: -$1,1732020Revenue 2021: $61,732Expenses 2021: $16,419Net Income 2021: $45,3132021Revenue 2022: $90,476Expenses 2022: $57,486Net Income 2022: $32,9902022Revenue 2023: $57,683Expenses 2023: $50,271Net Income 2023: $7,4122023Revenue 2024: $59,512Expenses 2024: $67,806Net Income 2024: -$8,2942024Revenue 2025: $70,696Expenses 2025: $53,625Net Income 2025: $17,0712025

Highlighted filing

2014

Revenue$49,171
Expenses$45,202
Net Income$3,969
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Oct 7, 2014
Return Version
2013v3.0
Gross Receipts
$84,374
Mission and Program Overview

Mission

To provide a long term, self sustaining endowment fund to enhance existing programs and to support special programs, projects, training, activities and services which have not or cannot be funded through existing public school revenue sources.

EDUCATIONAL ENHANCEMENT

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$356,645$449,941▲ $93,296
Investments Other Securities$344,070$272,370▼ $71,700
Cash and Non-Interest-Bearing Accounts$15,601$51,966▲ $36,365
Savings and Temporary Cash Investments$8,225$8,183▼ $42
Other Notes and Loans Receivable, Net-$7,650-
Total Assets$724,541$790,110▲ $65,569
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$666,191$790,110▲ $123,919
Temporarily Rstr Net Assets$58,350$0▼ $58,350
Total Net Assets Fund Balance$724,541$790,110▲ $65,569
Total Liabilities and Net Assets / Fund Balance$724,541$790,110▲ $65,569

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$54,698--
Compensation and Service Providers

Board Members and Trustees

NameTitle
Sally HugginsPresident
Lynn EdwardsVice President
Brian LyonsDirector
Chuck MisuracaDirector
Corey StoutDirector
David TownsendDirector
Dennis DargelDirector
Jack JanssenDirector
Jason SmithDirector
Kathy NaillDirector
Nick RamseyDirector
Polly MorrisonDirector
Rhonda WaggonerDirector
Rod StevensDirector
Skip LedenDirector
Stefanie HasselDirector
Tina KoonceDirector
Todd FranceDirector
Dawn NailorSecretary
Peggy JohnsonTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$19,375
Program Service Revenue
$0
Investment Income
$24,007
Other Revenue
$5,789
All Other Contributions
$5,675
Change in Net Assets
$3,969
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$41,067
Other Expenses$4,135
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$39,067--$39,067
Grants to Domestic Individuals$2,000--$2,000
Fees for Services Accounting-$675-$675
Other Expenses$594$67-$661
Fees for Services Other-$143-$143
Fees for Service Investment Mgmnt Fees-$120-$120
Total Functional Expenses$44,197$1,005$0$45,202
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
---To Assist With Education Expense$39,067
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$40,992
Fundraising Direct Expenses$35,203
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Event 1$45,812$36,612$14,473$22,139
Event 2$8,880$4,380$3,748$632
Total Events$54,692$40,992$35,203$5,789
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
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 11

The board of directors meets monthly. The draft of the 990 is reviewed by the treasurer. A final copy is prepared and forwarded to the president for review and signature before submitting.

Form 990, Part VI, Section B, Line 12C

Each director, principal officer and member of a committee with governing board-delegated powers shall receive a copy of the conflict of interest policy. The conflict of interest policy is regularly reviewed at board meetings.

Form 990, Part VI, Section C, Line 19

Anyone making a request to inspect the governing documents, conflict of interest policy, and financial statements will be granted access to a file copy of the forms. The treasurer shall be responsible for maintaining the copy of each form and for making it available to all who make a request.

Filing and Contact Details

Filer

EIN
36-3524007
Phone
8152752292

Signing Officer

Name
Peggy Johnson
Title
Treasurer
Phone
8152752292
Signed
2014-10-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Sally Huggins
Formed
1986
Legal Domicile
Il
Voting Board Members
20
Independent Board Members
20
Employees
0
Volunteers
21

Preparer

Preparer
Jerry R Funk
Phone
8153997700
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IRS990/MoreThan5000KToOrgInd00
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IRS990/NetAssetsOrFundBalancesEOYAmt0790110
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt017121
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt017121
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt05789
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt05789
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt061600
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0PRINTING AND PUBLICATIO
IRS990/OtherExpensesGrp/Desc1POSTAGE AND SHIPPING
IRS990/OtherExpensesGrp/Desc2MISCELLANEOUS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt067
IRS990/OtherExpensesGrp/ProgramServicesAmt01743
IRS990/OtherExpensesGrp/ProgramServicesAmt1793
IRS990/OtherExpensesGrp/ProgramServicesAmt2594
IRS990/OtherExpensesGrp/TotalAmt01743
IRS990/OtherExpensesGrp/TotalAmt1793
IRS990/OtherExpensesGrp/TotalAmt2661
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt07650
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0SALLY HUGGINS
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt022300
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt031910
IRS990/PYInvestmentIncomeAmt09498
IRS990/PYOtherExpensesAmt03573
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt0-3685
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt035483
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt031798
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt03969
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt08225
IRS990/SavingsAndTempCashInvstGrp/EOYAmt08183
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt019375
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt022300
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt064549
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt040343
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt094597
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0241164
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt024007
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt09498
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt08243
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt09437
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt011099
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt062284
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt040992
IRS990ScheduleA/OtherIncome170Grp/TotalAmt040992
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.70020
IRS990ScheduleA/PublicSupportPY170Pct00.85120
IRS990ScheduleA/PublicSupportTotal170Amt0241164
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt019375
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt022300
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt064549
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt040343
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt094597
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0241164
IRS990ScheduleA/TotalSupportAmt0344440
IRS990/ScheduleBRequiredInd00
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt078837
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt179006
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt259829
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt354698
IRS990ScheduleD/OtherSecuritiesGrp/Desc0FIRST NATIONAL BANK CD
IRS990ScheduleD/OtherSecuritiesGrp/Desc1FIRST NATIONAL BANK CD
IRS990ScheduleD/OtherSecuritiesGrp/Desc2GERMAN AMERICAN STATE BANK CD
IRS990ScheduleD/OtherSecuritiesGrp/Desc3US BANK CD
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd2C
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd3C
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleD/TotalBookValueSecuritiesAmt0272370
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContributionsTotAmt013700
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent1Amt09200
IRS990ScheduleG/FundraisingEventInformationGrp/CharitableContriEvent2Amt04500
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt035203
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentEvent1Amt01598
IRS990ScheduleG/FundraisingEventInformationGrp/EntertainmentTotalEventsAmt01598
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageEvent1Amt015384
IRS990ScheduleG/FundraisingEventInformationGrp/FoodAndBeverageTotalEventsAmt015384
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt045812
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt08880
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt054692
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt036612
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt04380
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt040992
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent1Amt0MARCH MADNESS
IRS990ScheduleG/FundraisingEventInformationGrp/NameOfEvent2Amt0GOLF OUTING
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt05789
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt018221
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt014473
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt03748
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt039067
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0TO ASSIST WITH EDUCATION EXPENSE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine10WINNEBAGO DIST 323
IRS990ScheduleI/RecipientTable/USAddress/AddressLine10304 EAST MCNAIR RD
IRS990ScheduleI/RecipientTable/USAddress/City0WINNEBAGO
IRS990ScheduleI/RecipientTable/USAddress/State0IL
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode061088
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION RECEIVES GRANT REQUESTS FROM THE SCHOOL DISTRICT WITH SUPPORTING DOCUMENTATION.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0PART I, LINE 2:
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE BOARD OF DIRECTORS MEETS MONTHLY. THE DRAFT OF THE 990 IS REVIEWED BY THE TREASURER. A FINAL COPY IS PREPARED AND FORWARDED TO THE PRESIDENT FOR REVIEW AND SIGNATURE BEFORE SUBMITTING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EACH DIRECTOR, PRINCIPAL OFFICER AND MEMBER OF A COMMITTEE WITH GOVERNING BOARD-DELEGATED POWERS SHALL RECEIVE A COPY OF THE CONFLICT OF INTEREST POLICY. THE CONFLICT OF INTEREST POLICY IS REGULARLY REVIEWED AT BOARD MEETINGS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ANYONE MAKING A REQUEST TO INSPECT THE GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS WILL BE GRANTED ACCESS TO A FILE COPY OF THE FORMS. THE TREASURER SHALL BE RESPONSIBLE FOR MAINTAINING THE COPY OF EACH FORM AND FOR MAKING IT AVAILABLE TO ALL WHO MAKE A REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.34$0.00$1.34$0.07$0.05$0.02
2024Detailed filing. Detailed filing data is available for this year.$1.25$0.00$1.25$0.06$0.07$0.01
2023Detailed filing. Detailed filing data is available for this year.$1.17$0.00$1.17$0.06$0.05$0.01
2022Detailed filing. Detailed filing data is available for this year.$1.10$0.00$1.10$0.09$0.06$0.03
2021Detailed filing. Detailed filing data is available for this year.$1.23$0.00$1.23$0.06$0.02$0.05
2020Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$0.03$0.03$0.00
2019Detailed filing. Detailed filing data is available for this year.$0.93$0.00$0.93$0.03$0.04$0.01
2018Detailed filing. Detailed filing data is available for this year.$0.91$0.00$0.91$0.03$0.04$0.01
2017Detailed filing. Detailed filing data is available for this year.$0.85$0.00$0.85$0.05$0.04$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.78$0.00$0.78$0.05$0.04$0.01
2015Detailed filing. Detailed filing data is available for this year.$0.79$0.00$0.79$0.09$0.07$0.02
2014Detailed filing. Detailed filing data is available for this year.$0.79$0.00$0.79$0.05$0.05$0.00
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.72$0.00$0.72$0.04
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.68$0.00$0.68$0.04
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.65$0.00$0.65$0.06