Civic Intelligence

Perry Public Library Foundation Inc.

990 • Fiscal year 2014 • EIN 42-1269018

Jul 01, 2013 to Jun 30, 2014 • Filed on Sep 17, 2014

PO Box 27850220

(515) 465-5651

Siviq Scores

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

Liabilities / Assets

24th percentile

0.00x

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

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Liabilities / Revenue

24th percentile

0.00x

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

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Net Margin

82nd percentile

26%

Higher net margin than 82% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Top Officer Pay

47th percentile

$0

Higher top officer pay than 47% of similar nonprofits.

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

2014 filings • 501(c)3 • $500k-$1M nonprofits • Source year 2014

Asset Growth

54th percentile

3.7%

Faster asset growth than 54% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2013 to 2014

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2014

Assets

Up

$807,697

Up $28,933 (+3.7%) from 2013

Net Assets

Up

$807,697

Up $28,933 (+3.7%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue

$112,171

No earlier filing loaded for comparison.

Expenses

Up

$83,238

Up $49,714 (+148%) from 2013

Net Income

$28,933

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.

$1.5M$1.0M$500K$0Assets 2012: $753,379Liabilities 2012: $0Net Assets 2012: $753,3792012Assets 2013: $778,764Liabilities 2013: $0Net Assets 2013: $778,7642013Assets 2014: $807,697Liabilities 2014: $0Net Assets 2014: $807,6972014Assets 2015: $818,271Liabilities 2015: $0Net Assets 2015: $818,2712015Assets 2016: $836,752Liabilities 2016: $0Net Assets 2016: $836,7522016Assets 2017: $917,239Liabilities 2017: $0Net Assets 2017: $917,2392017Assets 2018: $967,134Liabilities 2018: $0Net Assets 2018: $967,1342018Assets 2019: $997,596Liabilities 2019: $0Net Assets 2019: $997,5962019Assets 2020: $971,676Liabilities 2020: $0Net Assets 2020: $971,6762020Assets 2021: $1,081,014Liabilities 2021: $0Net Assets 2021: $1,081,0142021Assets 2022: $970,636Liabilities 2022: $0Net Assets 2022: $970,6362022Assets 2023: $1,074,001Liabilities 2023: $0Net Assets 2023: $1,074,0012023Assets 2024: $1,150,833Liabilities 2024: $0Net Assets 2024: $1,150,8332024Assets 2025: $1,280,258Liabilities 2025: $0Net Assets 2025: $1,280,2582025

Highlighted filing

2014

Assets$807,697
Liabilities$0
Net Assets$807,697

Operations Trend

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

$400K$200K$0-$200KExpenses 2012: $36,1552012Expenses 2013: $33,5242013Revenue 2014: $112,171Expenses 2014: $83,238Net Income 2014: $28,9332014Revenue 2015: $39,796Expenses 2015: $29,222Net Income 2015: $10,5742015Revenue 2016: $47,612Expenses 2016: $29,131Net Income 2016: $18,4812016Revenue 2017: $109,873Expenses 2017: $29,386Net Income 2017: $80,4872017Revenue 2018: $89,670Expenses 2018: $39,775Net Income 2018: $49,8952018Revenue 2019: $70,250Expenses 2019: $39,788Net Income 2019: $30,4622019Revenue 2020: $21,423Expenses 2020: $47,343Net Income 2020: -$25,9202020Revenue 2021: $348,086Expenses 2021: $238,748Net Income 2021: $109,3382021Revenue 2022: $18,855Expenses 2022: $129,233Net Income 2022: -$110,3782022Revenue 2023: $145,545Expenses 2023: $42,180Net Income 2023: $103,3652023Revenue 2024: $117,186Expenses 2024: $40,354Net Income 2024: $76,8322024Revenue 2025: $175,152Expenses 2025: $45,727Net Income 2025: $129,4252025

Highlighted filing

2014

Revenue$112,171
Expenses$83,238
Net Income$28,933
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Sep 17, 2014
Return Version
2013v3.1
Gross Receipts
$112,171
Mission and Program Overview

Mission

All program services rendered in the library facilty to serve the city of perry and surrounding areas.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$778,764$807,697▲ $28,933
Investments in Publicly Traded Securities$543,363$624,479▲ $81,116
Savings and Temporary Cash Investments$234,898$180,613▼ $54,285
Cash and Non-Interest-Bearing Accounts$503$2,605▲ $2,102
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-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$778,764$807,697▲ $28,933
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$778,764$807,697▲ $28,933
Total Liabilities and Net Assets / Fund Balance$778,764$807,697▲ $28,933
Compensation and Service Providers

Board Members and Trustees

NameTitle
Barry BengtsonChairman
Connie JoyBoard Member
Ivan WingerBoard Member
Kendall RathjeBoard Member
Vivi Ann ShirleyBoard Member
Jon PetersTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$25,500
Program Service Revenue
$0
Investment Income
$86,671
Other Revenue
$0
All Other Contributions
$25,500
Change in Net Assets
$28,933
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$79,540
Other Expenses$3,698
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$79,540--$79,540
Fees for Services Accounting$662--$662
Other Expenses$15--$15
Total Functional Expenses$83,238$0$0$83,238
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
42-6005119--Hvac Control System$48,900
42-6005119--General Support$30,640
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-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
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
No
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

No review was or will be conducted.

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

No documents available to the public.

Filing and Contact Details

Filer

EIN
42-1269018
Phone
5154655651

Signing Officer

Name
Jon Peters
Title
Treasurer
Signed
2014-09-17
Discuss with paid preparer
Yes

Organization Details

Formed
1986
Legal Domicile
Ia
Voting Board Members
6
Independent Board Members
6
Employees
0

Preparer

Preparer
Scott W Miller CPA
Phone
5154653591
Raw XML Appendix369 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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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0778764
IRS990/TotalAssetsEOYAmt0807697
IRS990/TotalAssetsGrp/BOYAmt0778764
IRS990/TotalAssetsGrp/EOYAmt0807697
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt025500
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt083238
IRS990/TotalFunctionalExpensesGrp/TotalAmt083238
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0778764
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0807697
IRS990/TotalProgramServiceExpensesAmt083238
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt086671
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0112171
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0778764
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0807697
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt06
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JON PETERS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Treasurer
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-09-17
ReturnHeader/Filer/BusinessName/BusinessNameLine10PERRY PUBLIC LIBRARY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0PERR
ReturnHeader/Filer/EIN0421269018
ReturnHeader/Filer/PhoneNum05154655651
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 278
ReturnHeader/Filer/USAddress/City0PERRY
ReturnHeader/Filer/USAddress/State0IA
ReturnHeader/Filer/USAddress/ZIPCode050220
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10Meriwether Wilson & Co PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine101307 Second St
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0Perry
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode050220
ReturnHeader/PreparerPersonGrp/PhoneNum05154653591
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Scott W Miller CPA
ReturnHeader/ReturnTs02014-09-17T08:30:21-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02013-07-01
ReturnHeader/TaxPeriodEndDt02014-06-30
ReturnHeader/TaxYr02013

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.28$0.00$1.28$0.18$0.05$0.13
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.15$0.00$1.15$0.12$0.04$0.08
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.07$0.00$1.07$0.15$0.04$0.10
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.97$0.00$0.97$0.02$0.13$0.11
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.08$0.00$1.08$0.35$0.24$0.11
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.97$0.00$0.97$0.02$0.05$0.03
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.00$0.00$1.00$0.07$0.04$0.03
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.97$0.00$0.97$0.09$0.04$0.05
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.92$0.00$0.92$0.11$0.03$0.08
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.84$0.00$0.84$0.05$0.03$0.02
2015Detailed filing. Detailed filing data is available for this year.$0.82$0.00$0.82$0.04$0.03$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.81$0.00$0.81$0.11$0.08$0.03
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.78$0.00$0.78$0.03
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.75$0.00$0.75$0.04