Civic Intelligence

Clear Lake Public Library Foundation

990EZ • Fiscal year 2016 • EIN 42-1206004

Jul 01, 2015 to Jun 30, 2016 • Filed on Dec 15, 2016

200 North 4th StreetClear Lake, IA 50428

(641) 357-6133

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2016

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2016

Net Margin

80th percentile

24%

Higher net margin than 80% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

54th percentile

3.9%

Faster asset growth than 54% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

69th percentile

16%

Faster revenue growth than 69% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Annualized from 2015 to 2016

Assets

Up

$259,270

Up $9,773 (+3.9%) from 2015

Net Assets

$259,270

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue

Up

$25,080

Up $3,417 (+16%) from 2015

Expenses

Down

$19,046

Down $12,424 (-39%) from 2015

Net Income

Up

$6,034

Up $15,841 (+162%) from 2015

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2012: $206,501Liabilities 2012: $02012Assets 2013: $264,340Liabilities 2013: $02013Assets 2014: $262,045Liabilities 2014: $02014Assets 2015: $249,497Liabilities 2015: $02015Assets 2016: $259,270Net Assets 2016: $259,2702016Assets 2017: $271,228Net Assets 2017: $271,2282017Assets 2018: $268,606Net Assets 2018: $268,6062018Assets 2019: $274,330Net Assets 2019: $274,3302019Assets 2020: $272,828Net Assets 2020: $272,8282020Assets 2021: $334,358Net Assets 2021: $334,3582021Assets 2022: $296,553Net Assets 2022: $296,5532022Assets 2023: $348,036Liabilities 2023: $02023Assets 2024: $414,505Net Assets 2024: $414,5052024

Highlighted filing

2016

Assets$259,270
Liabilities-
Net Assets$259,270

Operations Trend

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

$80K$60K$40K$20K$0-$20KRevenue 2012: $12,704Expenses 2012: $19,323Net Income 2012: -$6,6192012Revenue 2013: $67,807Expenses 2013: $21,627Net Income 2013: $46,1802013Revenue 2014: $32,062Expenses 2014: $42,152Net Income 2014: -$10,0902014Revenue 2015: $21,663Expenses 2015: $31,470Net Income 2015: -$9,8072015Revenue 2016: $25,080Expenses 2016: $19,046Net Income 2016: $6,0342016Revenue 2017: $28,059Expenses 2017: $16,497Net Income 2017: $11,5622017Revenue 2018: $51,087Expenses 2018: $22,699Net Income 2018: $28,3882018Revenue 2019: $20,908Expenses 2019: $23,157Net Income 2019: -$2,2492019Revenue 2020: $18,474Expenses 2020: $27,061Net Income 2020: -$8,5872020Revenue 2021: $17,378Expenses 2021: $4,425Net Income 2021: $12,9532021Revenue 2022: $15,700Expenses 2022: $16,407Net Income 2022: -$7072022Revenue 2023: $51,279Expenses 2023: $19,233Net Income 2023: $32,0462023Revenue 2024: $44,523Expenses 2024: $13,022Net Income 2024: $31,5012024

Highlighted filing

2016

Revenue$25,080
Expenses$19,046
Net Income$6,034
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Dec 15, 2016
Return Version
2015v2.0
Gross Receipts
$35,334
Mission and Program Overview

Mission

The Foundation solicits gifts of money and property in order that the Clear Lake Public Library may continue to grow with the community and meet the changing informational and cultural needs of library uses. Gifts to the Foundation enhance basic library services that are funded through public tax dollars.

The Foundation solicites gifts of money and property in order that the Clear Lake Public Library may continue to grow with the community and meet the changing informational and cultural needs of library uses. Gifts to the Foundation enhance basic library services that are funded through public tax dollars.

Program Services

DescriptionGrantsExpenses
Funding of large print book and audio collections, acquisition of computers and related equipment, provides Library Express on-line educational testing resources, and commissioned library murals.$9,233-
Sponsors Iowa Storytelling Festival.$4,231-
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
Scott JohnsonPresident-$0--
Tom ArndorferBoard Member-$0--
Jill PannkukSec - Treasurer-$0--
Tamara OrteBoard Member-$0--
Mike FinneganVice President-$0--
Mike GrandonBoard Member-$0--
Dr Jake SorensenBoard Member-$0--
Filing and Contact Details

Filer

Filer Name
Clear Lake Public Library Foundation
EIN
42-1206004
Phone
6413576133
Address
200 North 4th Street, Clear Lake, IA 50428

Signing Officer

Name
Jill Pannkuk
Title
Sec - Treasurer
Signed
2016-12-15
Discuss with paid preparer
Yes

Preparer

Firm
Potter & Brant Plc
Address
PO BOX 7, CLEAR LAKE, IA 50428-0007
Preparer
James R Potter
Phone
6413575291
Supplemental Narrative

Additional Explanations

Other Revenue.1

FEE REIMBURSEMENT $1063

Other Expenses.1002

Office Expenses $1950

Other Expenses.1

Books $6297

Other Expenses.2

Storytelling Expenses $4231

Other Expenses.3

Subscriptions $2936

Other Expenses.4

Supplies & Library Equipment $640

Other Expenses.5

Misc. expense $282

Other Expenses.6

Rentals $200

Other Assets.1

Certificates of Deposit - Beginning $40000 Certificates of Deposit - Ending $40000

Other Assets.2

Investments - Beginning $194400 Investments - Ending $191276

Raw XML Appendix190 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0Jill Pannkuk
IRS990EZ/BooksInCareOfDetail/PhoneNum06413576133
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0200 North 4th Street
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0Clear Lake
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd050428
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt015097
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt027994
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt012337
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt010254
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt06034
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt02510
IRS990EZ/FiledScheduleAInd0true
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0249497
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0259270
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt02689
IRS990EZ/GrossReceiptsAmt035334
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIIInd0X
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InfoInScheduleOPartVInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt07816
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0249497
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0259270
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0249497
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0259270
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt51.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt61.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0Scott Johnson
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1Tom Arndorfer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2Jill Pannkuk
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3Tamara Orte
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4Mike Finnegan
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5Mike Grandon
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6Dr Jake Sorensen
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Board Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Sec - Treasurer
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3Board Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4Vice President
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5Board Member
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6Board Member
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherAssetsTotalDetail/BOYAmt0234400
IRS990EZ/OtherAssetsTotalDetail/EOYAmt0231276
IRS990EZ/OtherChangesInNetAssetsAmt03739
IRS990EZ/OtherExpensesTotalAmt016536
IRS990EZ/OtherRevenueTotalAmt01063
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0The Foundation solicites gifts of money and property in order that the Clear Lake Public Library may continue to grow with the community and meet the changing informational and cultural needs of library uses. Gifts to the Foundation enhance basic library services that are funded through public tax dollars.
IRS990EZ/ProgramServiceRevenueAmt01175
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Sponsors Iowa Storytelling Festival.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Funding of large print book and audio collections, acquisition of computers and related equipment, provides Library Express on-line educational testing resources, and commissioned library murals.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt04231
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt19233
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/RelatedOrgSect527OrgInd0false
IRS990EZ/SaleOfAssetsGrossAmt012943
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt019046
IRS990EZ/TotalProgramServiceExpensesAmt013464
IRS990EZ/TotalRevenueAmt025080
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationOtherDesc0Foundation
IRS990EZ/TypeOfOrganizationOtherInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt012337
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt010735
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt013505
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt059343
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt08791
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt0104711
IRS990ScheduleA/GovtFurnSrvcFcltsVl170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt07816
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt06728
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt06417
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt05522
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt05654
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt032137
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt01175
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt02515
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt01630
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt01500
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt01380
IRS990ScheduleA/OtherIncome170Grp/TotalAmt08200
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.72190
IRS990ScheduleA/PublicSupportPY170Pct00.73210
IRS990ScheduleA/PublicSupportTotal170Amt0104711
IRS990ScheduleA/SubstantialContributorsTotAmt00
IRS990ScheduleA/TaxRevLeviedOrgnztnlBnft170Grp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt012337
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt010735
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt013505
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt059343
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt08791
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt0104711
IRS990ScheduleA/TotalSupportAmt0145048
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt00
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0FEE REIMBURSEMENT $1063
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Office Expenses $1950
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Books $6297
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Storytelling Expenses $4231
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Subscriptions $2936
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5Supplies & Library Equipment $640
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6Misc. expense $282
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7Rentals $200
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8Certificates of Deposit - Beginning $40000 Certificates of Deposit - Ending $40000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9Investments - Beginning $194400 Investments - Ending $191276
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Revenue.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Other Expenses.1002
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Expenses.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Other Expenses.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Other Expenses.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Other Expenses.4
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Other Expenses.5
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Other Expenses.6
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Other Assets.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Other Assets.2
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Jill Pannkuk
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Sec - Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-12-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Clear Lake Public Library Foundation
ReturnHeader/Filer/BusinessNameControlTxt0CLEA
ReturnHeader/Filer/EIN0421206004
ReturnHeader/Filer/PhoneNum06413576133
ReturnHeader/Filer/USAddress/AddressLine1Txt0200 North 4th Street
ReturnHeader/Filer/USAddress/CityNm0Clear Lake
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd050428
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0POTTER & BRANT PLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 7
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CLEAR LAKE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0504280007
ReturnHeader/PreparerPersonGrp/PhoneNum06413575291
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0James R Potter
ReturnHeader/ReturnTs02016-12-15T13:52:28-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2016 filings • 501(c)3 • <$500k nonprofits