Civic Intelligence

Wiese Foundation

990 • Fiscal year 2013 • EIN 42-1090327

Jan 01, 2013 to Dec 31, 2013 • Filed on May 13, 2014

Organization ProfileN/A
PO Box 43550220

(515) 465-3591

Siviq Scores

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

Liabilities / Assets

6th percentile

0.00x

Higher debt load relative to assets than 6% of similar nonprofits.

2013 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2013

Liabilities / Revenue

7th percentile

0.00x

Higher debt load relative to revenue than 7% of similar nonprofits.

2013 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2013

Net Margin

88th percentile

43%

Higher net margin than 88% of similar nonprofits.

2013 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2013

Top Officer Pay

22nd percentile

$4,000

Higher top officer pay than 22% of similar nonprofits.

Top officer pay equals 0.8% of source-year revenue.

2013 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2013

Asset Growth

50th percentile

2.9%

Faster asset growth than 50% of similar nonprofits.

2013 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2012 to 2013

Revenue Growth

78th percentile

25%

Faster revenue growth than 78% of similar nonprofits.

2013 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2011 to 2013

Balance Sheet
Liabilities / Assets6th percentile

Assets

Up

$7,352,368

Up $207,950 (+2.9%) from 2012

Net Assets

Up

$7,352,367

Up $207,949 (+2.9%) from 2012

Liabilities

Up

$1

Up $1 from 2012

Revenue And Expenses
Liabilities / Revenue7th percentileNet Margin88th percentile

Revenue

$480,140

No earlier filing loaded for comparison.

Expenses

Up

$272,191

Up $50,879 (+23%) from 2012

Net Income

$207,949

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth50th percentile

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

$10M$5.0M$0Assets 2011: $6,979,623Liabilities 2011: $0Net Assets 2011: $6,979,6232011Assets 2012: $7,144,418Liabilities 2012: $0Net Assets 2012: $7,144,4182012Assets 2013: $7,352,368Liabilities 2013: $1Net Assets 2013: $7,352,3672013Assets 2014: $7,468,885Liabilities 2014: $0Net Assets 2014: $7,468,8852014Assets 2015: $7,625,970Liabilities 2015: $1Net Assets 2015: $7,625,9692015Assets 2016: $7,892,072Liabilities 2016: $0Net Assets 2016: $7,892,0722016Assets 2017: $8,078,741Liabilities 2017: $0Net Assets 2017: $8,078,7412017Assets 2019: $7,888,357Liabilities 2019: $1Net Assets 2019: $7,888,3562019Assets 2020: $7,920,895Liabilities 2020: $0Net Assets 2020: $7,920,8952020Assets 2021: $8,143,736Liabilities 2021: $0Net Assets 2021: $8,143,7362021Assets 2022: $8,146,184Liabilities 2022: $0Net Assets 2022: $8,146,1842022Assets 2023: $8,214,983Liabilities 2023: $0Net Assets 2023: $8,214,9832023Assets 2024: $8,513,282Liabilities 2024: $0Net Assets 2024: $8,513,2822024

Highlighted filing

2013

Assets$7,352,368
Liabilities$1
Net Assets$7,352,367
Open 2013 Filing

Operations Trend

Revenue Growth78th percentile

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

$800K$600K$400K$200K$0-$200KRevenue 2011: $308,811Expenses 2011: $310,369Net Income 2011: -$1,5582011Expenses 2012: $221,3122012Revenue 2013: $480,140Expenses 2013: $272,191Net Income 2013: $207,9492013Revenue 2014: $451,263Expenses 2014: $334,746Net Income 2014: $116,5172014Revenue 2015: $483,147Expenses 2015: $326,063Net Income 2015: $157,0842015Revenue 2016: $507,326Expenses 2016: $241,223Net Income 2016: $266,1032016Revenue 2017: $501,151Expenses 2017: $314,482Net Income 2017: $186,6692017Revenue 2019: $339,324Expenses 2019: $313,857Net Income 2019: $25,4672019Revenue 2020: $329,557Expenses 2020: $297,018Net Income 2020: $32,5392020Revenue 2021: $770,699Expenses 2021: $547,858Net Income 2021: $222,8412021Revenue 2022: $372,840Expenses 2022: $370,392Net Income 2022: $2,4482022Revenue 2023: $439,183Expenses 2023: $370,384Net Income 2023: $68,7992023Revenue 2024: $645,371Expenses 2024: $347,072Net Income 2024: $298,2992024

Highlighted filing

2013

Revenue$480,140
Expenses$272,191
Net Income$207,949
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
May 13, 2014
Return Version
2013v3.1
Gross Receipts
$2,658,866
Mission and Program Overview

Mission

Support of six nonprofit beneficiaries

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$6,180,476$6,390,965▲ $210,489
Land, Buildings, and Equipment, Net$954,342$954,342→ $0
Cash and Non-Interest-Bearing Accounts$9,600$7,061▼ $2,539
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$7,144,418$7,352,368▲ $207,950
Other Assets Total-$0-
Liabilities
Other Liabilities-$1-
Total Liabilities$0$1▲ $1
Net Assets / Fund Balance
Unrestricted Net Assets$7,144,418$7,352,367▲ $207,949
Total Net Assets Fund Balance$7,144,418$7,352,367▲ $207,949
Total Liabilities and Net Assets / Fund Balance$7,144,418$7,352,368▲ $207,950

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings-$4,420-
Land$954,342--
Compensation and Service Providers
Top Officer Pay22nd percentile

Employees

NameTitleFull / Part TimeBaseTotal
Michael LickteigSec, Asst TreasPT$4,000$4,000

Board Members and Trustees

NameTitle
William ClarkPresident
Richard JonesVice President
Barry BengtsonTrustee
Donna EmmertTrustee
Dr Randy MccaulleyTrustee
Jon S PetersTrustee
Kendall RathjeTrustee
Kirk Van KirkTrustee
Mark PowellTrustee
Dwayne HochhalterTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$345,892
Other Revenue
$134,248
Change in Net Assets
$207,949
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$250,000
Other Expenses$18,191
Salaries, Compensation, and Employee Benefits$4,000
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$250,000--$250,000
Fees for Services Other-$15,294-$15,294
Current Officers, Directors, Trustees, and Key Employees-$4,000-$4,000
Insurance-$1,590-$1,590
Other Expenses-$125-$125
All Other Expenses-$96-$96
Total Functional Expenses$250,000$22,191$0$272,191
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
42-1402559--Assist With Deficit Budget$75,000
42-1234767--Lower Expenses for City$50,000
42-1207683--Non-profit Charities in Perry, Ia$50,000
20-5489982--Assistance With Various Expenses$25,000
42-6005119--Maintenance of Public Library$25,000
42-6005119--Lower Cost of Maint. for City$25,000
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Rounding$1
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
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, Part VI, Line 11B: Form 990 Review Process

“Director michael lickteig is a cpa and reviews the return for accuracy before it is filed.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“No documents available to the public.”

Filing and Contact Details

Filer

EIN
42-1090327
Phone
5154653591

Signing Officer

Name
Michael Lickteig
Title
Sec, Asst Treas
Signed
2014-05-13
Discuss with paid preparer
Yes

Organization Details

Formed
1995
Legal Domicile
Ia
Voting Board Members
11
Independent Board Members
11
Employees
0

Preparer

Preparer
William H Boorn CPA
Phone
5154653591
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 4D: Other Program Services Description

“Other program services 4: perry public library (non-profit) other program services 5: dallas county hospital foundation (non profit) other program services 6: perry economic development - lower the expense of the city of perry for the citizens of perry, ia”

Raw XML AppendixShowing 400 of 517 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/OtherExpensesGrp/Desc3SAFETY DEPOSIT BOX RENTAL
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0753
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1170
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2163
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt3125
IRS990/OtherExpensesGrp/TotalAmt0753
IRS990/OtherExpensesGrp/TotalAmt1170
IRS990/OtherExpensesGrp/TotalAmt2163
IRS990/OtherExpensesGrp/TotalAmt3125
IRS990/OtherLiabilitiesGrp/EOYAmt01
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0ST. MARTINS EPISCOPAL CHURCH - ASSIST CHURCH WITH BENEVOLENCE FOR NON-PROFIT CHARITIES IN PERRY, IA
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt050000
IRS990/ProgSrvcAccomActy2Grp/GrantAmt050000
IRS990/ProgSrvcAccomActy3Grp/Desc0PERRY ECONOMIC DEVELOPMENT - LOWER THE EXPENSE OF THE CITY OF PERRY FOR THE CITIZENS OF PERRY, IA
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt050000
IRS990/ProgSrvcAccomActy3Grp/GrantAmt050000
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0204404
IRS990/PYInvestmentIncomeAmt0243935
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt012908
IRS990/PYOtherRevenueAmt0142172
IRS990/PYRevenuesLessExpensesAmt0164795
IRS990/PYSalariesCompEmpBnftPaidAmt04000
IRS990/PYTotalExpensesAmt0221312
IRS990/PYTotalRevenueAmt0386107
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0207949
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/RealAmt0134248
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/Contribution35ControlledInd0false
IRS990ScheduleA/ContributionControllerInd0false
IRS990ScheduleA/ContributionFamilyInd0false
IRS990ScheduleA/SupportedOrganizationsTotalCnt06
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0205489982
IRS990ScheduleA/SupportedOrgInformationGrp/EIN1426005119
IRS990ScheduleA/SupportedOrgInformationGrp/EIN2421402559
IRS990ScheduleA/SupportedOrgInformationGrp/EIN3426005119
IRS990ScheduleA/SupportedOrgInformationGrp/EIN4421234767
IRS990ScheduleA/SupportedOrgInformationGrp/EIN5421207683
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0false
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd1false
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd2false
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd3false
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd4false
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd5false
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc0HOSPITAL
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc1GOVERNMENT UNIT
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc2HOSPITAL SERV
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc3GOVERNMENT UNIT
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc4EX ORGANIZATION
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc5CHURCH
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt025000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt125000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt275000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt325000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt450000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt550000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine10DALLAS CO HOSPITAL FUND
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine11PERRY PUBLIC LIBRARY
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine12THE LUTHERAN HOME
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine13WIESE PARK
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine14PERRY ECON DEVELOPMENT
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine15ST MARTINS EPIS CHURCH
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrgNotifiedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrgNotifiedInd1true
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrgNotifiedInd2true
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrgNotifiedInd3true
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrgNotifiedInd4true
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrgNotifiedInd5true
IRS990ScheduleA/SupportedOrgInformationGrp/USOrganizedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/USOrganizedInd1true
IRS990ScheduleA/SupportedOrgInformationGrp/USOrganizedInd2true
IRS990ScheduleA/SupportedOrgInformationGrp/USOrganizedInd3true
IRS990ScheduleA/SupportedOrgInformationGrp/USOrganizedInd4true
IRS990ScheduleA/SupportedOrgInformationGrp/USOrganizedInd5true
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt0250000
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/LandGrp/BookValueAmt0954342
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt0954342
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt04420
IRS990ScheduleD/OtherLandBuildingsGrp/InvestmentCostOrOtherBasisAmt04420
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Rounding
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0954342
IRS990ScheduleD/TotalLiabilityAmt01
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt025000
IRS990ScheduleI/RecipientTable/CashGrantAmt175000
IRS990ScheduleI/RecipientTable/CashGrantAmt250000
IRS990ScheduleI/RecipientTable/CashGrantAmt325000
IRS990ScheduleI/RecipientTable/CashGrantAmt450000
IRS990ScheduleI/RecipientTable/CashGrantAmt525000
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt10
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt20
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt30
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt40
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt50
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0ASSISTANCE WITH VARIOUS EXPENSES
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1ASSIST WITH DEFICIT BUDGET
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2LOWER EXPENSES FOR CITY
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3MAINTENANCE OF PUBLIC LIBRARY
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt4NON-PROFIT CHARITIES IN PERRY, IA
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt5LOWER COST OF MAINT. FOR CITY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine10DALLAS COUNTY HOSPITAL FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine11LUTHERAN HOME FOR AGED
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine12PERRY ECONOMIC DEVELOP
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine13PERRY PUBLIC LIBRARY

Document Assets

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Filings

Displayed year

2013 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,352,368
Liabilities
$1
Net assets
$7,352,367
Revenue
$480,140
Expenses
$272,191
Net income
$207,949
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$8.51$0.00$8.51$0.65$0.35$0.30
2023Detailed filing. Detailed filing data is available for this year.$8.21$0.00$8.21$0.44$0.37$0.07
2022Detailed filing. Detailed filing data is available for this year.$8.15$0.00$8.15$0.37$0.37$0.00
2021Detailed filing. Detailed filing data is available for this year.$8.14$0.00$8.14$0.77$0.55$0.22
2020Detailed filing. Detailed filing data is available for this year.$7.92$0.00$7.92$0.33$0.30$0.03
2019Detailed filing. Detailed filing data is available for this year.$7.89$0.00$7.89$0.34$0.31$0.03
2017Detailed filing. Detailed filing data is available for this year.$8.08$0.00$8.08$0.50$0.31$0.19
2016Detailed filing. Detailed filing data is available for this year.$7.89$0.00$7.89$0.51$0.24$0.27
2015Detailed filing. Detailed filing data is available for this year.$7.63$0.00$7.63$0.48$0.33$0.16
2014Detailed filing. Detailed filing data is available for this year.$7.47$0.00$7.47$0.45$0.33$0.12
2013Detailed filing. Detailed filing data is available for this year.$7.35$0.00$7.35$0.48$0.27$0.21
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.14$0.00$7.14$0.22
2011Summary only. Only limited summary data is available for this year.$6.98$0.00$6.98$0.31$0.31$0.00