Civic Intelligence

Greater Edwardsville Area Community Found

990 • Fiscal year 2019 • EIN 36-7146151

Jan 01, 2019 to Dec 31, 2019 • Filed on Aug 25, 2020

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

15th percentile

0.00x

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

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

15th percentile

0.00x

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

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Net Margin

41st percentile

0.4%

Higher net margin than 41% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

36th percentile

$0

Higher top officer pay than 36% of similar nonprofits.

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

2019 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2019

Asset Growth

87th percentile

33%

Faster asset growth than 87% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

4th percentile

-54%

Faster revenue growth than 4% of similar nonprofits.

2019 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2018 to 2019

Assets

Up

$2,654,232

Up $651,369 (+33%) from 2018

Net Assets

Up

$2,654,232

Up $651,369 (+33%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue

Down

$462,808

Down $549,262 (-54%) from 2018

Expenses

Down

$461,005

Down $2,806,316 (-86%) from 2018

Net Income

Up

$1,803

Up $2,257,054 (+100%) from 2018

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

2019

Assets$2,654,232
Liabilities$0
Net Assets$2,654,232

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

2019

Revenue$462,808
Expenses$461,005
Net Income$1,803
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Aug 25, 2020
Return Version
2019v5.1
Gross Receipts
$462,808
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$2,002,863$2,654,232▲ $651,369
Total Assets$2,002,863$2,654,232▲ $651,369
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets With Donor Restrictions$1,966,591$2,609,085▲ $642,494
Net Assets Without Donor Restrictions$36,272$45,147▲ $8,875
Total Net Assets Fund Balance$2,002,863$2,654,232▲ $651,369
Total Liabilities and Net Assets / Fund Balance$2,002,863$2,654,232▲ $651,369

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2019$50,986$5,000▲ $13,411$736$67,545
2018$57,849-▼ $5,355$497$50,986
2017$50,716-▲ $8,072$123$57,849
2016$48,883-▲ $2,370$122$50,716
2015$49,422-▼ $149$65$48,884
Compensation and Service Providers

Board Members and Trustees

NameTitle
Matt WarrenChairman
Caryn MeffordVice Chairman
Gail WashenkoDirector
Kristen PfundDirector
Mark ShashekDirector
Paul LauberDirector
Phil LadingDirector
Rich WalkerDirector
Steven DawsonDirector
Sue WebbDirector
Walt WilliamsDirector
Laura SchoeneckerSecretary
Elizabeth HeilTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$367,559
Program Service Revenue
$21,990
Investment Income
$73,259
Other Revenue
$0
All Other Contributions
$367,559
Change in Net Assets
$1,803

Audited Revenue Reconciliation

Revenue per Audited Statements
$462,808
Revenue Not Reported on Form 990
$649,565
Total Revenue per Audited Statements
$1,112,373
Total Revenue per Form 990
$462,808
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$371,807
Other Expenses$73,072
Salaries, Compensation, and Employee Benefits$16,126
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$217,397--$217,397
Grants to Domestic Individuals$154,410--$154,410
Other Salaries and Wages-$14,400-$14,400
Fees for Services Management-$12,004-$12,004
Fees for Services Other$8,488--$8,488
Fees for Services Accounting$4,550--$4,550
Payroll Taxes-$1,726-$1,726
Insurance-$1,610-$1,610
Other Expenses$33,542$1,128-$1,128
Office Expenses-$1,025-$1,025
Total Functional Expenses$418,387$42,618$0$461,005

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$461,005
Total Expenses per Audited Statements$461,005
Total Expenses per Form 990$461,005
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Eden United Church of ChristEdwardsville, IL-General Use-
Glen Carbon Centennial LibraryGlen Carbon, IL-Education Grant-
Leadership Council SouthwesternEdwardsville, IL-Development Grant-
Siue FoundationEdwardsville, IL-Development Grant-
St Andrews EpiscopalEdwardsville, IL-Annual Pledge-
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
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 35% controlled entity
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 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
Pam Farrar
Title
Executive Direc
Signed
2020-08-25
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Elizabeth Heil
Formed
1997
Legal Domicile
Il
Voting Board Members
13
Independent Board Members
13
Employees
1

Preparer

Firm
Franklin & Vaughn LLC
Address
1 Sunset Hills Prof Center, Edwardsville, IL 62025
Preparer
Mark E Vaughn
Phone
6183070315
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IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1ELECTRICAL ENGINEERS ENDOWMENT

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