Civic Intelligence

Community Y Endowment Foundation

990 • Fiscal year 2016 • EIN 42-1356213

Jan 01, 2016 to Dec 31, 2016 • Filed on Nov 09, 2017

Organization ProfileN/A
1823 Logan StreetMuscatine, IA 52761

(563) 264-4211

Siviq Scores

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

Liabilities / Assets

37th percentile

0.04x

Higher debt load relative to assets than 37% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Liabilities / Revenue

89th percentile

1.76x

Higher debt load relative to revenue than 89% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Net Margin

1st percentile

-918%

Higher net margin than 1% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Top Officer Pay

75th percentile

$115,294

Higher top officer pay than 75% of similar nonprofits.

Top officer pay equals 164.8% of source-year revenue.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2016

Asset Growth

9th percentile

-14%

Faster asset growth than 9% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Revenue Growth

91st percentile

67%

Faster revenue growth than 91% of similar nonprofits.

2016 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets37th percentile

Assets

Down

$3,177,531

Down $498,799 (-14%) from 2015

Net Assets

Down

$3,054,346

Down $511,012 (-14%) from 2015

Liabilities

Up

$123,185

Up $12,213 (+11%) from 2015

Revenue And Expenses
Liabilities / Revenue89th percentileNet Margin1st percentile

Revenue

Up

$69,958

Up $27,951 (+67%) from 2015

Expenses

Up

$712,114

Up $608,622 (+588%) from 2015

Net Income

Down

-$642,156

Down $580,671 (-944%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth9th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2010: $3,148,884Liabilities 2010: $7,975Net Assets 2010: $3,140,9092010Assets 2011: $3,071,884Liabilities 2011: $18,611Net Assets 2011: $3,053,2732011Assets 2012: $3,265,027Liabilities 2012: $65,956Net Assets 2012: $3,199,0712012Assets 2013: $3,647,055Liabilities 2013: $101,629Net Assets 2013: $3,545,4262013Assets 2014: $3,804,844Liabilities 2014: $134,347Net Assets 2014: $3,670,4972014Assets 2015: $3,676,330Liabilities 2015: $110,972Net Assets 2015: $3,565,3582015Assets 2016: $3,177,531Liabilities 2016: $123,185Net Assets 2016: $3,054,3462016Assets 2017: $3,402,297Liabilities 2017: $157,549Net Assets 2017: $3,244,7482017Assets 2018: $2,306,323Liabilities 2018: $175,716Net Assets 2018: $2,130,6072018Assets 2019: $0Liabilities 2019: $0Net Assets 2019: $02019

Highlighted filing

2016

Assets$3,177,531
Liabilities$123,185
Net Assets$3,054,346
Open 2016 Filing

Operations Trend

Revenue Growth91st percentile

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

$4.0M$2.0M$0-$2.0M-$4.0MExpenses 2010: $68,5392010Expenses 2011: $113,0642011Expenses 2012: $50,4782012Revenue 2013: $39,636Expenses 2013: $38,807Net Income 2013: $8292013Revenue 2014: $35,844Expenses 2014: $35,865Net Income 2014: -$212014Revenue 2015: $42,007Expenses 2015: $103,492Net Income 2015: -$61,4852015Revenue 2016: $69,958Expenses 2016: $712,114Net Income 2016: -$642,1562016Revenue 2017: $44,782Expenses 2017: $41,603Net Income 2017: $3,1792017Revenue 2018: $41,715Expenses 2018: $1,029,187Net Income 2018: -$987,4722018Revenue 2019: $293,511Expenses 2019: $2,596,557Net Income 2019: -$2,303,0462019

Highlighted filing

2016

Revenue$69,958
Expenses$712,114
Net Income-$642,156
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Nov 9, 2017
Return Version
2016v3.0
Gross Receipts
$69,958
Mission and Program Overview

Mission

Organization's mission is to support the muscatine community y of muscatine, iowa.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$2,132,938$2,168,188▲ $35,250
Investments in Publicly Traded Securities$1,533,753$1,008,468▼ $525,285
Total Assets$3,676,330$3,177,531▼ $498,799
Other Assets Total$9,639$875▼ $8,764
Liabilities
Escrow Account Liability$110,972$123,185▲ $12,213
Total Liabilities$110,972$123,185▲ $12,213
Net Assets / Fund Balance
Permanently Rstr Net Assets$2,000,000$2,000,000→ $0
Unrestricted Net Assets$1,565,358$1,054,346▼ $511,012
Total Net Assets Fund Balance$3,565,358$3,054,346▼ $511,012
Total Liabilities and Net Assets / Fund Balance$3,676,330$3,177,531▼ $498,799

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$3,565,358$300▲ $200,802$707,464$3,054,346
2015$3,670,497$300▼ $1,947$98,842$3,565,358
2014$3,545,426$300▲ $160,636$31,379$3,670,497
2013$3,199,071$400▲ $384,526$34,632$3,545,426
2012$3,053,273$425▲ $195,851$46,663$3,199,071
Compensation and Service Providers
Top Officer Pay75th percentile

Employees

NameTitleOtherTotal
Bret OlsonExecutive Di$115,294$115,294

Board Members and Trustees

NameTitle
Carter Van HemertPresident
Fred ColonyDirector
Ron MonahanDirector
Tim PetersDirector
Bev KnoernschildSecretary
Dan SteinTreasurer
Bryan FesslerVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$300
Program Service Revenue
$0
Investment Income
$69,658
Other Revenue
$0
All Other Contributions
$300
Change in Net Assets
$-642,156

Audited Revenue Reconciliation

Revenue per Audited Statements
$69,958
Revenue Not Reported on Form 990
$103,378
Total Revenue per Audited Statements
$173,336
Total Revenue per Form 990
$69,958
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$707,464
Other Expenses$4,650
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$707,464--$707,464
Fees for Services Accounting-$4,650-$4,650
Total Functional Expenses$707,464$4,650$0$712,114

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$712,114
Total Expenses per Audited Statements$712,114
Total Expenses per Form 990$712,114
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Muscatine Community YMuscatine, IA501c3Program Funding$707,464
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
Governance and Compliance

Governance Checklist

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

Governance Explanations

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

“The 990 is reviewed by the executive director and treasurer prior to filing.”

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

“The endowment board consistently monitors and enforces compliance with the conflict of interest policy.”

Form 990, Page 6, Part VI, Line 19

“The organization makes its governing documents, conflict of interest policy, and financial statements available to the public during the tax year upon request.”

Filing and Contact Details

Filer

Filer Name
Community Y Endowment Foundation
EIN
42-1356213
Phone
5632644211
Address
1823 LOGAN STREET, MUSCATINE, IA 52761

Signing Officer

Name
Bret Olson
Title
Executive Director
Phone
5632644211
Signed
2017-11-09
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Carter Van Hemert
Formed
1990
Legal Domicile
Ia
Voting Board Members
7
Independent Board Members
7
Employees
0
Volunteers
7

Preparer

Firm
Td&t Cpas and Advisors Pc
Address
1700 42ND ST NE, CEDAR RAPIDS, IA 52402
Preparer
Amanda L Lane CPA
Phone
3193932374
Supplemental Narrative

Financial Statement Notes

Schedule D, Page 2, Part IV, Line 2B

“As of december 31, 2016 and 2015, the y had 123,185 and 83,208, respectively, invested with the foundation for the purpose of pooling investments to achieve a higher rate of return than would be available if the funds were invested individually by the y. The funds invested are to be made available to the y on the first of the month upon written request five working days prior to the scheduled disbursement date. Investment income of 2,786 and 1,742 was earned during the years ended december 31, 2016 and 2015, respectively, on the pooled investments of the y. The pooled investments of the y had unrealized gains (losses) on the fair value of investments of 2,394 and (1,428) for the years ended december 31, 2016 and 2015, respectively.”

Schedule D, Page 2, Part V, Line 4

“According to the foundation's by-laws, 95% (90% y reserve account and 5% foundation operating) of the investment income of this foundation has been designated for the benefit of the muscatine community y, which is available upon its request for the years ended december 31, 2016 and 2015.”

Schedule D, Page 3, Part X

“The foundation is exempt from federal income tax under section 501(c)(3) of the internal revenue code. However, income from certain activities not directly related to the foundation's tax-exempt purpose is subject to taxation as unrelated business income. For the years ended december 31, 2016 and 2015, management has determined that the foundation has no unrelated business income. In addition, the foundation qualifies for the charitable contribution deduction under section 170(b)(1)(a) and has been classified as an organization other than a private foundation under section 509(a)(2). The foundation is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.”

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IRS990ScheduleD/RevenueNotReportedAmt0103378
IRS990ScheduleD/RevenueSubtotalAmt069958
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0AS OF DECEMBER 31, 2016 AND 2015, THE Y HAD 123,185 AND 83,208, RESPECTIVELY, INVESTED WITH THE FOUNDATION FOR THE PURPOSE OF POOLING INVESTMENTS TO ACHIEVE A HIGHER RATE OF RETURN THAN WOULD BE AVAILABLE IF THE FUNDS WERE INVESTED INDIVIDUALLY BY THE Y. THE FUNDS INVESTED ARE TO BE MADE AVAILABLE TO THE Y ON THE FIRST OF THE MONTH UPON WRITTEN REQUEST FIVE WORKING DAYS PRIOR TO THE SCHEDULED DISBURSEMENT DATE. INVESTMENT INCOME OF 2,786 AND 1,742 WAS EARNED DURING THE YEARS ENDED DECEMBER 31, 2016 AND 2015, RESPECTIVELY, ON THE POOLED INVESTMENTS OF THE Y. THE POOLED INVESTMENTS OF THE Y HAD UNREALIZED GAINS (LOSSES) ON THE FAIR VALUE OF INVESTMENTS OF 2,394 AND (1,428) FOR THE YEARS ENDED DECEMBER 31, 2016 AND 2015, RESPECTIVELY.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1ACCORDING TO THE FOUNDATION'S BY-LAWS, 95% (90% Y RESERVE ACCOUNT AND 5% FOUNDATION OPERATING) OF THE INVESTMENT INCOME OF THIS FOUNDATION HAS BEEN DESIGNATED FOR THE BENEFIT OF THE MUSCATINE COMMUNITY Y, WHICH IS AVAILABLE UPON ITS REQUEST FOR THE YEARS ENDED DECEMBER 31, 2016 AND 2015.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2THE FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAX UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE. HOWEVER, INCOME FROM CERTAIN ACTIVITIES NOT DIRECTLY RELATED TO THE FOUNDATION'S TAX-EXEMPT PURPOSE IS SUBJECT TO TAXATION AS UNRELATED BUSINESS INCOME. FOR THE YEARS ENDED DECEMBER 31, 2016 AND 2015, MANAGEMENT HAS DETERMINED THAT THE FOUNDATION HAS NO UNRELATED BUSINESS INCOME. IN ADDITION, THE FOUNDATION QUALIFIES FOR THE CHARITABLE CONTRIBUTION DEDUCTION UNDER SECTION 170(B)(1)(A) AND HAS BEEN CLASSIFIED AS AN ORGANIZATION OTHER THAN A PRIVATE FOUNDATION UNDER SECTION 509(A)(2). THE FOUNDATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 2, PART IV, LINE 2B
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE D, PAGE 2, PART V, LINE 4
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2SCHEDULE D, PAGE 3, PART X
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IRS990ScheduleD/TotalRevenuePerForm990Amt069958
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0173336
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0712114
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IRS990ScheduleI/RecipientTable/CashGrantAmt0707464
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501C3
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0PROGRAM FUNDING
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0MUSCATINE COMMUNITY Y
IRS990ScheduleI/RecipientTable/RecipientEIN0420680340
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt01823 LOGAN STREET
IRS990ScheduleI/RecipientTable/USAddress/CityNm0MUSCATINE
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0IA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd052761
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE GRANT FUNDS ARE GRANTED WITHOUT RESTRICTIONS TO THE MUSCATINE COMMUNITY Y. THE MUSCATINE COMMUNITY Y'S FINANCIAL STATEMENTS ARE AUDITED ANNUALLY TO ASSURE THE FUNDS ARE USED FOR THEIR INTENDED PURPOSE.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE I, PAGE 1, PART I, LINE 2
IRS990ScheduleI/Total501c3OrgCnt01
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE 990 IS REVIEWED BY THE EXECUTIVE DIRECTOR AND TREASURER PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ENDOWMENT BOARD CONSISTENTLY MONITORS AND ENFORCES COMPLIANCE WITH THE CONFLICT OF INTEREST POLICY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC DURING THE TAX YEAR UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
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IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
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IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0true
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0MUS COM Y
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0MUSCATINE COMMUNITY Y
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0420680340
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0IA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0FAMILY YMC
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IRS990/TotalRevenueGrp/TotalRevenueColumnAmt069958
IRS990/TotalVolunteersCnt07
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ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BRET OLSON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0EXECUTIVE DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum05632644211
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0COMMUNITY Y ENDOWMENT FOUNDATION
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ReturnHeader/Filer/PhoneNum05632644211

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,177,531
Liabilities
$123,185
Net assets
$3,054,346
Revenue
$69,958
Expenses
$712,114
Net income
-$642,156
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2019Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.29$2.60$2.30
2018Detailed filing. Detailed filing data is available for this year.$2.31$0.18$2.13$0.04$1.03$0.99
2017Detailed filing. Detailed filing data is available for this year.$3.40$0.16$3.24$0.04$0.04$0.00
2016Detailed filing. Detailed filing data is available for this year.$3.18$0.12$3.05$0.07$0.71$0.64
2015Detailed filing. Detailed filing data is available for this year.$3.68$0.11$3.57$0.04$0.10$0.06
2014Detailed filing. Detailed filing data is available for this year.$3.80$0.13$3.67$0.04$0.04$0.00
2013Detailed filing. Detailed filing data is available for this year.$3.65$0.10$3.55$0.04$0.04$0.00
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.27$0.07$3.20$0.05
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.07$0.02$3.05$0.11
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.15$0.01$3.14$0.07