Civic Intelligence

Special Needs Foundation of Des Moines County

990PF • Fiscal year 2016 • EIN 42-1090677

Jul 01, 2015 to Jun 30, 2016 • Filed on Dec 22, 2016

829 Harrison AvenueBurlington, IA 52601

(319) 752-8222

Siviq Scores

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

Liabilities / Assets

25th percentile

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

25th percentile

0.00x

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

2016 filings • $1M-$5M nonprofits • Source year 2016

Net Margin

5th percentile

-163%

Higher net margin than 5% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

48th percentile

$19,500

Higher top officer pay than 48% of similar nonprofits.

Top officer pay equals 25.2% of source-year revenue.

2016 filings • $1M-$5M nonprofits • Source year 2016

Asset Growth

14th percentile

-8.3%

Faster asset growth than 14% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

4th percentile

-73%

Faster revenue growth than 4% of similar nonprofits.

2016 filings • $1M-$5M nonprofits • Annualized from 2015 to 2016

Assets

Down

$2,943,502

Down $265,813 (-8.3%) from 2015

Net Assets

Down

$2,943,502

Down $265,813 (-8.3%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue

Down

$77,241

Down $205,846 (-73%) from 2015

Expenses

Up

$202,829

Up $18,336 (+9.9%) from 2015

Net Income

Down

-$125,588

Down $224,182 (-227%) from 2015

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: $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

2016

Assets$2,943,502
Liabilities$0
Net Assets$2,943,502

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: $179,8632012Revenue 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

2016

Revenue$77,241
Expenses$202,829
Net Income-$125,588
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Dec 22, 2016
Return Version
2015v2.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
US BANKTrustee-$19,500-$19,500
BARB FENTONVolunteer-$0--
BRAD ELLERBROEKVolunteer-$0--
BRIAN HELLINGVolunteer-$0--
KAREN OLSONSecretary-$0--
EVELYN SWEARINGENVolunteer-$0--
JUDY RIFFELVolunteer-$0--
JAN WOLBERS1st Vice Pre-$0--
JOHN WALZVolunteer-$0--
MARK ROSENBURGVolunteer-$0--
PAT CUMMINGSVolunteer-$0--
PAULA RENARDVolunteer-$0--
R BURTON PRUGH JRVolunteer-$0--
SPENCER HONSEYVolunteer-$0--
SUE KRISTENSENVolunteer-$0--
WILLIAM FRYVolunteer-$0--
ROBIN CUSHMANVolunteer-$0--
RUTH METZGERVolunteer-$0--
SAM WARNER2nd Vice Pre-$0--
SHERRY ZELLERVolunteer-$0--
DENNIS STEWARTPresident-$0--
JOYCE CROSSVolunteer-$0--
BETH ASHVolunteer-$0--
KEVIN CARRTreasurer-$0--
JOANIE POWERVolunteer-$0--
Filing and Contact Details

Filer

Filer Name
Special Needs Foundation of
EIN
42-1090677
Phone
3197528222
Address
829 HARRISON AVENUE, BURLINGTON, IA 52601

Signing Officer

Name
Kevin Carr
Title
Treasurer
Phone
3197528222
Signed
2016-12-22

Preparer

Firm
CPA Associates Pc
Address
PO BOX 547, BURLINGTON, IA 52601
Preparer
Sarah H Beckman
Phone
3197526348
Raw XML AppendixShowing 400 of 1,425 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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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc10AMERICAN CENT EQUTIY INCOME CL INST
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc11AMERICAN CENT EQUTIY INCOME CL INST
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc12AMERICAN CENT EQUTIY INCOME CL INST
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc13AMERICAN EUROPACIFIC GRTH F2
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc14AMERICAN EUROPACIFIC GRTH F2
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc15AMERICAN EUROPACIFIC GRTH F3
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc16ARCHER DANIELS MIDLAND CO
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc17ARCHER DANIELS MIDLAND CO
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc18ARCHER DANIELS MIDLAND CO
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc19CISCO SYSTEMS INC
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc20CNOOC LTD A D R
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc21CORNING INC.
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc22CORNING INC.
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc23GLENMEDE SC EQUITY PORT ADV
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc24HARTFORD FINANCIAL SERVICES GRP INC.
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc25JACOBS ENGR GROUP INC
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc26JACOBS ENGR GROUP INC
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc27LAUDUS INTERNATIONAL MARKET MASTERS
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc28LAUDUS INTERNATIONAL MARKET MASTERS
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc29LAUDUS INTERNATIONAL MARKET MASTERS
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc30MCKESSON CORPORATION
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc31NEUBERGER BERMAN GENESIS INSTL FD
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc32OAKMARK GLOBAL FUND CL I
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc33OPPENHEIMER DEVELOPING MARKETS
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc34OPPENHEIMER DEVELOPING MARKETS
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc35PARNASSUS CORE EQUITY INCOME INST
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc36PARNASSUS CORE EQUITY INCOME INST
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc37PARNASSUS CORE EQUITY INCOME INST
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc38PARNASSUS CORE EQUITY INCOME INST
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc39PARNASSUS CORE EQUITY INCOME INST
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc40ROBECO BOSTON PARTNERS L S RANCH
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc41ROCKWELL AUTOMATION INC.
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc42ROCKWELL AUTOMATION INC.
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc43T ROWE PRICE MID CAP GROWTH FD 64
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc44T ROWE PRICE MID CAP GROWTH FD 64
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc45T ROWE PRICE MID CAP VALUE FD INC
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc46T ROWE PRICE MID CAP VALUE FD INC
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc47T ROWE PRICE MID CAP VALUE FD INC
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc48T ROWE PRICE MID CAP VALUE FD INC
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc49T ROWE PRICE GROWTH STOCK
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc50T ROWE PRICE GROWTH STOCK
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc51T ROWE PRICE GROWTH STOCK
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc52UNUM GROUP
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc53UNUM GROUP
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc54VALE SA SP A D R
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc55VANGUARD EQUITY INCOME ADM
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc56VANGUARD EQUITY INCOME ADM
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc57VANGUARD EQUITY INCOME ADM
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc58VANGUARD EQUITY INCOME ADM
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc59VANGUARD EQUITY INCOME ADM
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc60VANGUARD EQUITY INCOME ADM
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc61VANGUARD INTERNATIONA GROWTH FUND
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc62VANGUARD INTERNATIONA GROWTH FUND
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc63VERIZON COMMUNICATIONS INC
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc64FEDERATED INST HI YLD BD FD
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc65NUVEEN CORE PLUS BOND I
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc66NUVEEN CORE PLUS BOND I
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc67NUVEEN HIGH INCOME BOND FD CL I
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc68NUVEEN PREFERRED SECURITIES
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc69NUVEEN PREFERRED SECURITIES
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc70NUVEEN SHORT TERM BOND FUND CL I
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc71NUVEEN SHORT TERM BOND FUND CL I
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc72NUVEEN SHORT TERM BOND FUND CL I
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc73OPPENHEIMER SENIOR FLOATING RATE I
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc74OPPENHEIMER SENIOR FLOATING RATE I
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc75TCW EMERGING MARKETS INCOME FUND
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc76NUVEEN REAL ESTATE SECS I
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc77NUVEEN REAL ESTATE SECS I
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc78PRINCIPAL GI R E SEC INX
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc79VOYA INTERNATIONAL REAL ESTATE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc80GOLDMAN SACHS COMM STRAT INS
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc81JOHN HANCOCK II GI
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc82JOHN HANCOCK II GI
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc83JOHN HANCOCK II GI
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt130000
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt2742500
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt338000
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt347500

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Filings

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
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
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • $1M-$5M nonprofits