Civic Intelligence

Greater Edwardsville Area Community Found

990 • Fiscal year 2015 • EIN 36-7146151

Jan 01, 2015 to Dec 31, 2015 • Filed on May 07, 2016

PO Box 102Edwardsville, IL 62025

(618) 656-0057

Siviq Scores

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

Liabilities / Assets

13th percentile

0.00x

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

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Liabilities / Revenue

13th percentile

0.00x

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

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Net Margin

89th percentile

39%

Higher net margin than 89% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

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.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2015

Asset Growth

69th percentile

7.6%

Faster asset growth than 69% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Revenue Growth

92nd percentile

82%

Faster revenue growth than 92% of similar nonprofits.

2015 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2014 to 2015

Assets

Up

$2,034,562

Up $142,968 (+7.6%) from 2014

Net Assets

Up

$2,034,562

Up $142,968 (+7.6%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue

Up

$618,626

Up $278,215 (+82%) from 2014

Expenses

Up

$377,954

Up $95,618 (+34%) from 2014

Net Income

Up

$240,672

Up $182,597 (+314%) from 2014

Historical Trend

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2014: $1,891,594Liabilities 2014: $0Net Assets 2014: $1,891,5942014Assets 2015: $2,034,562Liabilities 2015: $0Net Assets 2015: $2,034,5622015Assets 2016: $3,740,782Liabilities 2016: $0Net Assets 2016: $3,740,7822016Assets 2017: $4,469,190Liabilities 2017: $0Net Assets 2017: $4,469,1902017Assets 2018: $2,002,863Liabilities 2018: $0Net Assets 2018: $2,002,8632018Assets 2019: $2,654,232Liabilities 2019: $0Net Assets 2019: $2,654,2322019Assets 2020: $2,341,289Liabilities 2020: $0Net Assets 2020: $2,341,2892020Assets 2021: $3,170,274Liabilities 2021: $0Net Assets 2021: $3,170,2742021Assets 2022: $3,449,557Liabilities 2022: $0Net Assets 2022: $3,449,5572022Assets 2023: $3,329,650Liabilities 2023: $0Net Assets 2023: $3,329,6502023Assets 2024: $5,963,196Liabilities 2024: $0Net Assets 2024: $5,963,1962024

Highlighted filing

2015

Assets$2,034,562
Liabilities$0
Net Assets$2,034,562

Operations Trend

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

$4.0M$2.0M$0-$2.0M-$4.0MRevenue 2014: $340,411Expenses 2014: $282,336Net Income 2014: $58,0752014Revenue 2015: $618,626Expenses 2015: $377,954Net Income 2015: $240,6722015Revenue 2016: $1,417,903Expenses 2016: $435,624Net Income 2016: $982,2792016Revenue 2017: $975,495Expenses 2017: $370,815Net Income 2017: $604,6802017Revenue 2018: $1,012,070Expenses 2018: $3,267,321Net Income 2018: -$2,255,2512018Revenue 2019: $462,808Expenses 2019: $461,005Net Income 2019: $1,8032019Revenue 2020: $1,007,904Expenses 2020: $1,386,855Net Income 2020: -$378,9512020Revenue 2021: $1,046,745Expenses 2021: $442,933Net Income 2021: $603,8122021Revenue 2022: $2,614,571Expenses 2022: $1,838,384Net Income 2022: $776,1872022Revenue 2023: $714,426Expenses 2023: $873,893Net Income 2023: -$159,4672023Revenue 2024: $3,022,094Expenses 2024: $603,243Net Income 2024: $2,418,8512024

Highlighted filing

2015

Revenue$618,626
Expenses$377,954
Net Income$240,672
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
May 7, 2016
Return Version
2015v2.1
Gross Receipts
$1,809,615
Mission and Program Overview

Mission

To provide scholarships, donations to other charities, and projects to enhance the community

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$1,242,607$1,385,575▲ $142,968
Investments Program Related$648,987$648,987→ $0
Total Assets$1,891,594$2,034,562▲ $142,968
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Temporarily Rstr Net Assets$1,799,838$1,963,342▲ $163,504
Permanently Rstr Net Assets$49,423$48,883▼ $540
Unrestricted Net Assets$42,333$22,337▼ $19,996
Total Net Assets Fund Balance$1,891,594$2,034,562▲ $142,968
Total Liabilities and Net Assets / Fund Balance$1,891,594$2,034,562▲ $142,968

Asset Categories

AssetBook ValueDepreciationBasis
Investment Program Related Org$648,987--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$49,422-▼ $149$65$48,884
2014$49,327-▲ $412$83$49,422
2013$43,073$5,000▲ $1,508$29$49,327
2012$42,437-▲ $877$32$43,073
2011$43,034-▼ $243$117$42,437
Compensation and Service Providers

Board Members and Trustees

NameTitle
Peter FornofChairman
Amber Boyles PellockDirector
Barb HuttonDirector
Carol MestemacherDirector
Caryn MeffordDirector
Donna BardonDirector
Ellen EdmondsDirector
Jane MckinneyDirector
Laura SchoeneckerDirector
Mark AllariaDirector
Mark ShashekDirector
Matt WarrenDirector
Paul LauberDirector
Paul MillardDirector
Phil LadingDirector
Suzanne WeissDirector
Patty NavinExecutive Director
Chad AbernathySecretary
Scott WeberTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$471,913
Program Service Revenue
$34,825
Investment Income
$111,888
Other Revenue
$0
All Other Contributions
$471,913
Change in Net Assets
$240,672

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded5$148,794Fair Market Value (FMV) at Date of Donat
Total Noncash Contributions5$148,794-

Audited Revenue Reconciliation

Revenue per Audited Statements
$618,626
Revenue Not Reported on Form 990
$-97,704
Total Revenue per Audited Statements
$520,922
Total Revenue per Form 990
$618,626
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$287,814
Other Expenses$90,140
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$216,364--$216,364
Grants to Domestic Individuals$71,450--$71,450
Advertising-$28,505-$28,505
Other Expenses$22,801$4,530-$4,530
Fees for Services Accounting-$4,200-$4,200
Fees for Services Management-$3,600-$3,600
Office Expenses-$2,152-$2,152
Total Functional Expenses$332,101$45,853$0$377,954

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$377,954
Total Expenses per Audited Statements$377,954
Total Expenses per Form 990$377,954
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Eden United Church of ChristEdwardsville, IL-General Use$38,168
Glen Carbon Centennial LibraryGlen Carbon, IL-Education Grant$18,270
Siue FoundationEdwardsville, IL-Development Grant$15,000
St Andrews EpiscopalEdwardsville, IL-Annual Pledge$5,500
Leadership Council SouthwesternEdwardsville, IL-Development Grant$5,000
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
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 governing body review Part VI line 11

The 990 was reviewed by the foundation treasurer prior to filing.

Conflict of interest policy compliance Part VI line 12C

Trustees sign an annual statement verifying that they are independent of those benefited by the foundation.

Governing documents etc available to public Part VI line 19

The foundations form 990 is available for review upon request.

Filing and Contact Details

Filer

Filer Name
Edwardsville Community Foundation
EIN
36-7146151
Address
PO BOX 102, EDWARDSVILLE, IL 62025

Signing Officer

Name
Patty Navin
Title
President
Signed
2016-05-07
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Patty Navin
Formed
1997
Legal Domicile
Il
Voting Board Members
19
Independent Board Members
19
Employees
0

Preparer

Firm
Franklin & Vaughn LLC
Address
1 Sunset Hills Prof Ctr Ste D, Edwardsville, IL 62025
Preparer
Mark E Vaughn CPA
Phone
6186143194
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