Civic Intelligence

Special Needs Foundation of Des Moines County

990PF • Fiscal year 2013 • EIN 42-1090677

Jul 01, 2012 to Jun 30, 2013 • Filed on Jan 24, 2014

Organization Profile
829 Harrison Avenue52601
Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$3,078,186

Flat from 2013

Net Assets

$3,077,533

No earlier filing loaded for comparison.

Liabilities

Flat

$653

Flat from 2013

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

Flat

$180,608

Flat from 2013

Net Income

-

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.

$4.0M$3.0M$2.0M$1.0M$0Assets 2010: $2,859,097Liabilities 2010: $0Net Assets 2010: $2,859,0972010Assets 2011: $3,136,158Liabilities 2011: $0Net Assets 2011: $3,161,3252011Assets 2012: $3,030,250Liabilities 2012: $0Net Assets 2012: $3,030,2502012Assets 2013: $3,078,186Liabilities 2013: $653Net Assets 2013: $3,077,5332013Assets 2013: $3,078,186Liabilities 2013: $6532013Assets 2014: $3,307,324Liabilities 2014: $0Net Assets 2014: $3,307,3242014Assets 2015: $3,209,315Liabilities 2015: $0Net Assets 2015: $3,209,3152015Assets 2016: $2,943,502Liabilities 2016: $0Net Assets 2016: $2,943,5022016Assets 2017: $3,228,367Liabilities 2017: $0Net Assets 2017: $3,228,3672017Assets 2018: $3,272,572Liabilities 2018: $2,414Net Assets 2018: $3,270,1582018Assets 2019: $3,155,130Liabilities 2019: $4,762Net Assets 2019: $3,150,3682019Assets 2020: $2,987,907Liabilities 2020: $2,402Net Assets 2020: $2,985,5052020Assets 2021: $3,688,497Liabilities 2021: $1,606Net Assets 2021: $3,686,8912021Assets 2022: $3,212,241Liabilities 2022: $2,821Net Assets 2022: $3,209,4202022Assets 2023: $3,282,537Liabilities 2023: $2,460Net Assets 2023: $3,280,0772023Assets 2024: $3,603,214Liabilities 2024: $2,255Net Assets 2024: $3,600,9592024Assets 2025: $3,844,951Liabilities 2025: $1,958Net Assets 2025: $3,842,9932025

Highlighted filing

2013

Assets$3,078,186
Liabilities$653
Net Assets$3,077,533
Open 2013 Filing

Operations Trend

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

$400K$200K$0-$200KExpenses 2010: $196,5972010Expenses 2011: $164,7532011Expenses 2012: $179,8632012Expenses 2013: $180,6082013Revenue 2013: $170,870Expenses 2013: $180,608Net Income 2013: -$9,7382013Revenue 2014: $384,277Expenses 2014: $200,311Net Income 2014: $183,9662014Revenue 2015: $283,087Expenses 2015: $184,493Net Income 2015: $98,5942015Revenue 2016: $77,241Expenses 2016: $202,829Net Income 2016: -$125,5882016Revenue 2017: $218,838Expenses 2017: $201,061Net Income 2017: $17,7772017Revenue 2018: $280,249Expenses 2018: $205,811Net Income 2018: $74,4382018Revenue 2019: $210,350Expenses 2019: $196,186Net Income 2019: $14,1642019Revenue 2020: $85,224Expenses 2020: $188,084Net Income 2020: -$102,8602020Revenue 2021: $153,602Expenses 2021: $181,729Net Income 2021: -$28,1272021Revenue 2022: $340,401Expenses 2022: $202,293Net Income 2022: $138,1082022Revenue 2023: $215,822Expenses 2023: $197,895Net Income 2023: $17,9272023Revenue 2024: $184,781Expenses 2024: $218,106Net Income 2024: -$33,3252024Revenue 2025: $118,349Expenses 2025: $251,280Net Income 2025: -$132,9312025

Highlighted filing

2013

Revenue-
Expenses$180,608
Net Income-
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2012 to Jun 30, 2013
Signed
Jan 24, 2014
Return Version
2012v2.3
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
US BANKTrusteePT$19,953-$19,953
BARB FENTONVolunteer-$0--
BRAD ELLERBROEKVolunteer-$0--
BRIAN HELLINGPresident-$0--
KAREN OLSONVolunteer-$0--
DEB HAMPTONVolunteer-$0--
EVELYN SWEARINGENVolunteer-$0--
JUDY RIFFELVolunteer-$0--
JAN WOLBERS2nd Vice Pre-$0--
JEAN SALISBURYVolunteer-$0--
JOHN WALZVolunteer-$0--
MARK ROSENBURGVolunteer-$0--
PAT CUMMINGSVolunteer-$0--
PAULA RENARD1st Vice Pre-$0--
R BURTON PRUGH JRVolunteer-$0--
ROBERT LEMONTreasurer-$0--
SPENCER HONSEYVolunteer-$0--
SUE KRISTENSENVolunteer-$0--
WILLIAM FRYVolunteer-$0--
ROBIN CUSHMANSecretary-$0--
RUTH METZGERVolunteer-$0--
SAM WARNERVolunteer-$0--
SHERRY ZELLERVolunteer-$0--
DENNIS STEWARTVolunteer-$0--
JOYCE CROSSVolunteer-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantCAMPS AND PROGRAMSREHABILITATIONUNRELATEDBURLINGTON, IA, US$44,424
Paid GrantSOUTHEASTERN COMMUNITY COSCHOLARSHIPSUNRELATEDWEST BURLINGTON, IA, US$10,480
Paid GrantUNIVERSITY OF IOWASCHOLARSHIPSUNRELATEDIOWA CITY, IA, US$8,250
Paid GrantIOWA WESLEYANSCHOLARSHIPSUNRELATEDMT PLEASANT, IA, US$4,500
Paid GrantST AMBROSESCHOLARSHIPSUNREALTEDDAVENPORT, IA, US$3,750
Paid GrantCOE COLLEGESCHOLARSHIPSUNRELATEDCEDAR RAPIDS, IA, US$3,000
Paid GrantIOWA STATE UNIVERSITYSCHOLARSHIPSUNRELATEDAMES, IA, US$2,250
Paid GrantSPECIAL OLYMPICSREHABILIATIONUNRELATEDBURLINGTON, IA, US$1,530
Paid GrantCENTRAL COLLEGESCHOLARSHIPSUNRELATEDPELLA, IA, US$1,500
Paid GrantCREIGHTON UNIVERSITYSCHOLARSHIPSUNRELATEDOMAHA, NE, US$1,500
Paid GrantVALDOSTASCHOLARSHIPSUNRELATEDVALDOSTA, GA, US$1,500
Paid GrantOKLAHOMA CHRISTIAN UNIVERSCHOLARSHIPSUNRELATEDEDMOND, OK, US$1,500
Paid GrantNORTHWEST MISSOURI STATESCHOLARSHIPSUNRELATEDMARYVILLE, MO, US$1,500
Paid GrantUPPER IOWA UNIVERSITYSCHOLARSHIPSUNRELATEDFAYETTE, IA, US$1,500
Paid GrantKIRKWOOD COMMUNITY COLLEGESCHOLARSHIPSUNRELATEDCEDAR RAPIDS, IA, US$1,500
Paid GrantTRUMAN STATE UNIVERSITYSCHOLARSHIPSUNRELATEDKIRKSVILLE, MO, US$1,500
Paid GrantDRAKE UNIVERSITYSCHOLARSHIPSUNRELATEDDES MOINES, IA, US$750
Paid GrantINDIAN HILLSSCHOLARSHIPSUNRELATEDOTTUMWA, IA, US$750
Paid GrantHOPE HAVENREHABILITATIONUNRELATEDBURLINGTON, IA, US$500
Paid GrantIVY TECHSCHOLARSHIPSUNRELATEDLAFAYETTE, IN, US$-1,500
Filing and Contact Details

Filer

EIN
42-1090677
Raw XML AppendixShowing 400 of 1,088 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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CompensationExplanation/Compensation/PersonName0BARB FENTON
CompensationExplanation/Compensation/PersonName1BRAD ELLERBROEK
CompensationExplanation/Compensation/PersonName2BRIAN HELLING
CompensationExplanation/Compensation/PersonName3KAREN OLSON
CompensationExplanation/Compensation/PersonName4DEB HAMPTON
CompensationExplanation/Compensation/PersonName5EVELYN SWEARINGEN
CompensationExplanation/Compensation/PersonName6JUDY RIFFEL
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CompensationExplanation/Compensation/PersonName8JEAN SALISBURY
CompensationExplanation/Compensation/PersonName9JOHN WALZ
CompensationExplanation/Compensation/PersonName10MARK ROSENBURG
CompensationExplanation/Compensation/PersonName11PAT CUMMINGS
CompensationExplanation/Compensation/PersonName12PAULA RENARD
CompensationExplanation/Compensation/PersonName13R BURTON PRUGH JR
CompensationExplanation/Compensation/PersonName14ROBERT LEMON
CompensationExplanation/Compensation/PersonName15SPENCER HONSEY
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CompensationExplanation/Compensation/PersonName17WILLIAM FRY
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CompensationExplanation/Compensation/PersonName19RUTH METZGER
CompensationExplanation/Compensation/PersonName20SAM WARNER
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CompensationExplanation/Compensation/PersonName22DENNIS STEWART
CompensationExplanation/Compensation/PersonName23JOYCE CROSS
CompensationExplanation/Compensation/PersonName24US BANK
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired5PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired6PURCHASE
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired8PURCHASE
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired17PURCHASE
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired19PURCHASE
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired30PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired31PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name0IV BALANCE RISK COMM STR Y
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name1IV BALANCE RISK COMM STR Y
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name2IV BALANCE RISK COMM STR Y
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name3NUVEEN CORE PLUS BOND I
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name4NUVEEN CORE PLUS BOND I
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name5NUVEEN CORE PLUS BOND I
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name13NUVEEN INFLATION PRO SEC CL I
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name14NUVEEN INFLATION PRO SEC CL I
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name15T ROWE PRICE INTL BOND FUND
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name16AMERICAN CENT EQUITY INCOME CL INST
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name17AMERICAN EUROPACIFIC GRTH F2
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name22NUVEEN MID CAP GRWTH OPP FD CL I
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name23NUVEEN MID CAP GRWTH OPP FD CL I
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name24NUVEEN MID CAP GRWTH OPP FD CL I
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name25NUVEEN REAL ESTATE SECS I
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name27NUVEEN REAL ESTATE SECS I
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name29NUVEEN REAL ESTATE SECS I
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name30PRICE T ROWE GROWTH STK FD INC 40
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InvestmentsOtherSchedule2/InvestmentsOther/BookValue02822358
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem0FIXED AND EQUITY MUTUAL FUNDS
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV02822358
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV0FMV
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IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode014
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IRS990PF/AnalysisIncomeProducingActy/IntOnSavingsAndTempCashInvst/ExclusionAmount02564
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IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses0-9738
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice01140903
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncm02564
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IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAssetsRevAndExpnss088351
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome038905
IRS990PF/AnalysisOfRevenueAndExpenses/NotRequiredToAttachScheduleB0X
IRS990PF/AnalysisOfRevenueAndExpenses/OccupancyDsbrsChrtblPrps02573
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IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsNetInvstIncm03073
IRS990PF/AnalysisOfRevenueAndExpenses/OthEmplSlrsWgsRevAndExpnss030734
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblPrps012519
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnss016607

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Filings

Displayed year

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

Open filing
Assets
$3,078,186
Liabilities
$653
Net assets
$3,077,533
Revenue
-
Expenses
$180,608
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.84$0.00$3.84$0.12$0.25$0.13
2024Detailed filing. Detailed filing data is available for this year.$3.60$0.00$3.60$0.18$0.22$0.03
2023Detailed filing. Detailed filing data is available for this year.$3.28$0.00$3.28$0.22$0.20$0.02
2022Detailed filing. Detailed filing data is available for this year.$3.21$0.00$3.21$0.34$0.20$0.14
2021Detailed filing. Detailed filing data is available for this year.$3.69$0.00$3.69$0.15$0.18$0.03
2020Detailed filing. Detailed filing data is available for this year.$2.99$0.00$2.99$0.09$0.19$0.10
2019Detailed filing. Detailed filing data is available for this year.$3.16$0.00$3.15$0.21$0.20$0.01
2018Detailed filing. Detailed filing data is available for this year.$3.27$0.00$3.27$0.28$0.21$0.07
2017Detailed filing. Detailed filing data is available for this year.$3.23$0.00$3.23$0.22$0.20$0.02
2016Detailed filing. Detailed filing data is available for this year.$2.94$0.00$2.94$0.08$0.20$0.13
2015Detailed filing. Detailed filing data is available for this year.$3.21$0.00$3.21$0.28$0.18$0.10
2014Detailed filing. Detailed filing data is available for this year.$3.31$0.00$3.31$0.38$0.20$0.18
2013Detailed filing. Detailed filing data is available for this year.$3.08$0.00$3.08$0.18
2013Summary only. Only limited summary data is available for this year.$3.08$0.00$0.17$0.18$0.01
2012Detailed filing. Detailed filing data is available for this year.$3.03$0.00$3.03$0.18
2011Detailed filing. Detailed filing data is available for this year.$3.14$0.00$3.16$0.16
2010Detailed filing. Detailed filing data is available for this year.$2.86$0.00$2.86$0.20