Civic Intelligence

Hope Haven Support Foundation

990 • Fiscal year 2017 • EIN 42-1346221

Jul 01, 2016 to Jun 30, 2017 • Filed on Oct 16, 2017

PO Box 70Rock Valley, IA 51247

(712) 476-2737

Siviq Scores

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

Liabilities / Assets

38th percentile

0.12x

Higher debt load relative to assets than 38% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Liabilities / Revenue

71st percentile

0.60x

Higher debt load relative to revenue than 71% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Net Margin

50th percentile

2.9%

Higher net margin than 50% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Top Officer Pay

12th percentile

$0

Higher top officer pay than 12% of similar nonprofits.

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

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Asset Growth

60th percentile

7.4%

Faster asset growth than 60% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Revenue Growth

19th percentile

-7.7%

Faster revenue growth than 19% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Assets

Up

$11,452,790

Up $789,037 (+7.4%) from 2016

Net Assets

Up

$10,108,995

Up $699,191 (+7.4%) from 2016

Liabilities

Up

$1,343,795

Up $89,846 (+7.2%) from 2016

Revenue

Down

$2,237,199

Down $185,943 (-7.7%) from 2016

Expenses

Down

$2,171,794

Down $330,716 (-13%) from 2016

Net Income

Up

$65,405

Up $144,773 (+182%) from 2016

Historical Trend

Balance Sheet Trend

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

$30M$20M$10M$0Assets 2010: $7,981,192Liabilities 2010: $861,395Net Assets 2010: $7,119,7972010Assets 2011: $8,798,792Liabilities 2011: $822,618Net Assets 2011: $7,976,1742011Assets 2012: $9,076,222Liabilities 2012: $777,068Net Assets 2012: $8,299,1542012Assets 2013: $11,813,682Liabilities 2013: $1,173,406Net Assets 2013: $10,640,2762013Assets 2014: $11,579,354Liabilities 2014: $1,253,496Net Assets 2014: $10,325,8582014Assets 2015: $11,336,780Liabilities 2015: $1,243,759Net Assets 2015: $10,093,0212015Assets 2016: $10,663,753Liabilities 2016: $1,253,949Net Assets 2016: $9,409,8042016Assets 2017: $11,452,790Liabilities 2017: $1,343,795Net Assets 2017: $10,108,9952017Assets 2018: $11,918,263Liabilities 2018: $1,255,494Net Assets 2018: $10,662,7692018Assets 2019: $13,543,334Liabilities 2019: $1,126,548Net Assets 2019: $12,416,7862019Assets 2020: $13,540,629Liabilities 2020: $1,045,544Net Assets 2020: $12,495,0852020Assets 2021: $17,649,378Liabilities 2021: $1,252,156Net Assets 2021: $16,397,2222021Assets 2022: $16,499,629Liabilities 2022: $1,044,166Net Assets 2022: $15,455,4632022Assets 2023: $21,564,319Liabilities 2023: $1,498,203Net Assets 2023: $20,066,1162023Assets 2024: $23,543,753Liabilities 2024: $1,448,264Net Assets 2024: $22,095,4892024Assets 2025: $25,186,759Liabilities 2025: $1,284,662Net Assets 2025: $23,902,0972025

Highlighted filing

2017

Assets$11,452,790
Liabilities$1,343,795
Net Assets$10,108,995

Operations Trend

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

$4.0M$2.0M$0-$2.0MExpenses 2010: $2,091,3262010Expenses 2011: $2,537,0702011Expenses 2012: $2,372,8732012Expenses 2013: $2,137,2642013Revenue 2014: $2,419,321Expenses 2014: $3,401,685Net Income 2014: -$982,3642014Revenue 2015: $3,044,362Expenses 2015: $2,576,080Net Income 2015: $468,2822015Revenue 2016: $2,423,142Expenses 2016: $2,502,510Net Income 2016: -$79,3682016Revenue 2017: $2,237,199Expenses 2017: $2,171,794Net Income 2017: $65,4052017Revenue 2018: $2,761,340Expenses 2018: $2,333,000Net Income 2018: $428,3402018Revenue 2019: $3,872,629Expenses 2019: $2,269,758Net Income 2019: $1,602,8712019Revenue 2020: $3,055,102Expenses 2020: $2,314,218Net Income 2020: $740,8842020Revenue 2021: $2,569,857Expenses 2021: $2,316,078Net Income 2021: $253,7792021Revenue 2022: $3,667,660Expenses 2022: $3,382,199Net Income 2022: $285,4612022Revenue 2023: $2,589,001Expenses 2023: $2,137,332Net Income 2023: $451,6692023Revenue 2024: $2,793,644Expenses 2024: $2,189,486Net Income 2024: $604,1582024Revenue 2025: $2,965,329Expenses 2025: $2,827,654Net Income 2025: $137,6752025

Highlighted filing

2017

Revenue$2,237,199
Expenses$2,171,794
Net Income$65,405
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Oct 16, 2017
Return Version
2016v3.0
Gross Receipts
$2,587,470
Mission and Program Overview

Mission

The hope haven support foundation was established with the purpose to ensure a future for hope haven. The responsibility is to challenge individuals and organizations to financially support hope haven's work.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$5,248,446$6,073,062▲ $824,616
Investments Other Securities$4,688,871$4,697,159▲ $8,288
Cash and Non-Interest-Bearing Accounts$346,238$363,394▲ $17,156
Savings and Temporary Cash Investments$72,859$101,909▲ $29,050
Accounts Receivable-$10,000-
Prepaid Expenses and Deferred Charges$7,125$7,125→ $0
Total Assets$10,663,753$11,452,790▲ $789,037
Other Assets Total$300,214$200,141▼ $100,073
Liabilities
Other Liabilities$1,230,141$1,306,893▲ $76,752
Accounts Payable and Accrued Expenses$23,808$36,902▲ $13,094
Total Liabilities$1,253,949$1,343,795▲ $89,846
Net Assets / Fund Balance
Unrestricted Net Assets$8,419,656$9,046,992▲ $627,336
Temporarily Rstr Net Assets$990,148$1,062,003▲ $71,855
Total Net Assets Fund Balance$9,409,804$10,108,995▲ $699,191
Total Liabilities and Net Assets / Fund Balance$10,663,753$11,452,790▲ $789,037

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$37,170--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$8,538,605$164,583▲ $879,101$360,000$9,222,289
2015$8,896,008$125,336▼ $122,739$360,000$8,538,605
2014$9,342,217$126,754▼ $212,963$360,000$8,896,008
2013$8,634,818$67,148▲ $1,000,251$360,000$9,342,217
2012$7,049,862$161,586▲ $1,783,370$360,000$8,634,818
Compensation and Service Providers

Board Members and Trustees

NameTitle
John Van ZantenV. President
Joe Van TolBoard Presid
David Van NingenDirector
Dennis MichelsDirector
Elwyn HoogendoornDirector
Gregg BooneDirector
Howard BeerninkDirector
Dwayne PlenderSecretary
Orvin OlivierTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$1,475,243
Program Service Revenue
$0
Investment Income
$393,722
Other Revenue
$368,234
All Other Contributions
$1,475,243
Change in Net Assets
$65,405
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$2,171,794
Total Fundraising Expense$129,132
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Payments to Affiliates$1,986,534--$1,986,534
Fees for Service Investment Mgmnt Fees-$31,357-$31,357
Fees for Services Management-$9,809-$9,809
Occupancy--$9,691$9,691
Other Expenses$2,630-$24,841$2,630
Interest--$1,579$1,579
All Other Expenses$1,072--$1,072
Insurance$1,035--$1,035
Office Expenses$65--$65
Total Functional Expenses$2,001,496$41,166$129,132$2,171,794
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$612,635
Fundraising Direct Expenses$350,271
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
All Other Event$414,056$414,056$299,310$114,746
Auction$132,599$132,599$29,193$103,406
Total Events$612,635$612,635$350,271$262,364
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Interested-Person Transactions

Interested PartyRelationshipDescriptionShared RevenueAmount
-Board PresidentInvestment FeesNo$31,357
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Annuities Payable$1,081,158
Due to Hope Haven, Inc.$149,102
Refundable Advances$76,633
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
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
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 11B

The form 990 is reviewed by members of the investment committee prior to filing.

Form 990, Page 6, Part VI, Line 12C

By board adopted policy, all members must sign a "conflict of interest disclosure and code of ethics declaration" noting that he/she has read and is familiar with the policy concerning conflict of interest and ethics code, disclosing any action that would contravene the policies and disclosing any conflict of interest. The policies define conflict of interest and board member obligations should a conflict arise. This is reviewed and signed annually.

Form 990, Page 6, Part VI, Line 19

No documents available to the public

Filing and Contact Details

Filer

Filer Name
Hope Haven Support Foundation
EIN
42-1346221
Phone
7124762737
Address
PO BOX 70, ROCK VALLEY, IA 51247

Signing Officer

Name
Joe Van Tol
Title
Board President
Phone
7124762737
Signed
2017-10-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Joe Van Tol
Formed
1964
Legal Domicile
Ia
Voting Board Members
9
Independent Board Members
8
Employees
0
Volunteers
360

Preparer

Firm
Van Bruggen & Vande Vegte Pc
Address
113 3RD ST NE, ORANGE CITY, IA 51041
Preparer
Judith Van Berkel
Phone
7127372030
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IRS990/PYTotalRevenueAmt02423142
IRS990/QuidProQuoContributionsInd0true
IRS990/QuidProQuoContriDisclInd0true
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt065405
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/RealAmt0101806
IRS990/ReportInvestmentsOtherSecInd0true
IRS990/ReportLandBuildingEquipmentInd0false
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt072859
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0101909
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0MANAGEMENT IS COMMON TO BOTH ORGANIZATIONS AND BOARD MEMBERS ARE ELECTED.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV, SECTION C, LINE 1
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01475243
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt01650760
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt01818007
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01655418
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt01848534
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt08447962
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0196688
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0193119
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0189173
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0192561
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0224529
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0996070
IRS990ScheduleA/MajorityDirTrstSupportedOrgInd0false
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt0616698
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus1YearAmt0476087
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus2YearsAmt0585664
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus3YearsAmt0475961
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearMinus4YearsAmt0468481
IRS990ScheduleA/OtherIncome170Grp/TotalAmt02622891
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PublicSupportCY170Pct00.70010
IRS990ScheduleA/PublicSupportPY170Pct00.71990
IRS990ScheduleA/PublicSupportTotal170Amt08447962
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0420890017
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd07
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt01986534
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0HOPE HAVEN INC
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine2Txt0HOPE HAVEN INC
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType2Ind0X
IRS990ScheduleA/SupportSumAmt01986534
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01475243
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt01650760
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt01818007
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt01655418
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt01848534
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt08447962
IRS990ScheduleA/TotalSupportAmt012066923
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
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/BoardDesignatedBalanceEOYPct01.00000
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt08538605
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0164583
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt09222289
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0879101
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt0360000
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt08896008
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0125336
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt08538605
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-122739
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt0360000
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt09342217
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0126754
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt08896008
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-212963
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/OtherExpendituresAmt0360000
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt08634818
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt067148
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt09342217
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01000251
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/OtherExpendituresAmt0360000
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt07049862
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt0161586
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt08634818
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt01783370
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/OtherExpendituresAmt0360000
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01081158
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt1149102
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt276633
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0ANNUITIES PAYABLE
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc1DUE TO HOPE HAVEN, INC.
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc2REFUNDABLE ADVANCES
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt04515099
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt184284
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt260606
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt337170
IRS990ScheduleD/OtherSecuritiesGrp/Desc0REAL ESTATE
IRS990ScheduleD/OtherSecuritiesGrp/Desc1RE INVESTMENT TRUST
IRS990ScheduleD/OtherSecuritiesGrp/Desc2LIMITED PARTNERSHIP
IRS990ScheduleD/OtherSecuritiesGrp/Desc3CASH VALUE LIFE INSURANCE
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd2F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd3F
IRS990ScheduleD/TotalBookValueSecuritiesAmt04697159
IRS990ScheduleD/TotalLiabilityAmt01306893
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt0350271
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0ALL OTHER EVENT
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0AUCTION
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent1Amt0414056
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt0132599
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt065980
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsTotalAmt0612635
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt0414056
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt0132599
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueOtherEventsAmt065980
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueTotalEventsAmt0612635
IRS990ScheduleG/FundraisingEventInformationGrp/NetIncomeSummaryAmt0262364
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt021768
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt0350271
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt0299310
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt029193
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleG/LicensedStatesCd0IA
IRS990ScheduleG/LicensedStatesCd1MN
IRS990ScheduleG/LicensedStatesCd2SD
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/NameOfInterested/BusinessName/BusinessNameLine1Txt0JOE VAN TOL PRES PEOPLES BANK
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/RelationshipDescriptionTxt0BOARD PRESIDENT
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/SharingOfRevenuesInd0false
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionAmt031357
IRS990ScheduleL/BusTrInvolveInterestedPrsnGrp/TransactionDesc0INVESTMENT FEES
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 IS REVIEWED BY MEMBERS OF THE INVESTMENT COMMITTEE PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BY BOARD ADOPTED POLICY, ALL MEMBERS MUST SIGN A "CONFLICT OF INTEREST DISCLOSURE AND CODE OF ETHICS DECLARATION" NOTING THAT HE/SHE HAS READ AND IS FAMILIAR WITH THE POLICY CONCERNING CONFLICT OF INTEREST AND ETHICS CODE, DISCLOSING ANY ACTION THAT WOULD CONTRAVENE THE POLICIES AND DISCLOSING ANY CONFLICT OF INTEREST. THE POLICIES DEFINE CONFLICT OF INTEREST AND BOARD MEMBER OBLIGATIONS SHOULD A CONFLICT ARISE. THIS IS REVIEWED AND SIGNED ANNUALLY.

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$25.2$1.28$23.9$2.97$2.83$0.14
2024Detailed filing. Detailed filing data is available for this year.$23.5$1.45$22.1$2.79$2.19$0.60
2023Detailed filing. Detailed filing data is available for this year.$21.6$1.50$20.1$2.59$2.14$0.45
2022Detailed filing. Detailed filing data is available for this year.$16.5$1.04$15.5$3.67$3.38$0.29
2021Detailed filing. Detailed filing data is available for this year.$17.6$1.25$16.4$2.57$2.32$0.25
2020Detailed filing. Detailed filing data is available for this year.$13.5$1.05$12.5$3.06$2.31$0.74
2019Detailed filing. Detailed filing data is available for this year.$13.5$1.13$12.4$3.87$2.27$1.60
2018Detailed filing. Detailed filing data is available for this year.$11.9$1.26$10.7$2.76$2.33$0.43
2017Detailed filing. Detailed filing data is available for this year.$11.5$1.34$10.1$2.24$2.17$0.07
2016Detailed filing. Detailed filing data is available for this year.$10.7$1.25$9.41$2.42$2.50$0.08
2015Detailed filing. Detailed filing data is available for this year.$11.3$1.24$10.1$3.04$2.58$0.47
2014Detailed filing. Detailed filing data is available for this year.$11.6$1.25$10.3$2.42$3.40$0.98
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$11.8$1.17$10.6$2.14
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.08$0.78$8.30$2.37
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.80$0.82$7.98$2.54
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.98$0.86$7.12$2.09