Civic Intelligence

Traer Community Foundation

990 • Fiscal year 2023 • EIN 42-1366419

Jan 01, 2023 to Dec 31, 2023 • Filed on May 20, 2024

Organization ProfileN/A
611 Second StreetTraer, IA 50675

(319) 478-2148

Siviq Scores

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

Liabilities / Assets

17th percentile

0.00x

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

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

17th percentile

0.00x

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

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Net Margin

81st percentile

28%

Higher net margin than 81% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

39th percentile

$0

Higher top officer pay than 39% of similar nonprofits.

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

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Asset Growth

50th percentile

4.5%

Faster asset growth than 50% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

87th percentile

64%

Faster revenue growth than 87% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets17th percentile

Assets

Up

$2,054,923

Up $89,011 (+4.5%) from 2022

Net Assets

Up

$2,054,923

Up $89,011 (+4.5%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin81st percentile

Revenue

Up

$149,784

Up $58,269 (+64%) from 2022

Expenses

Up

$107,434

Up $20,748 (+24%) from 2022

Net Income

Up

$42,350

Up $37,521 (+777%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth50th percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $1,176,667Liabilities 2011: $0Net Assets 2011: $1,176,6672011Assets 2012: $1,173,722Liabilities 2012: $0Net Assets 2012: $1,173,7222012Assets 2013: $1,580,126Liabilities 2013: $0Net Assets 2013: $1,580,1262013Assets 2014: $1,599,732Liabilities 2014: $0Net Assets 2014: $1,599,7322014Assets 2015: $1,576,325Liabilities 2015: $0Net Assets 2015: $1,576,3252015Assets 2016: $1,622,446Liabilities 2016: $0Net Assets 2016: $1,622,4462016Assets 2017: $1,603,953Liabilities 2017: $0Net Assets 2017: $1,603,9532017Assets 2018: $1,844,400Liabilities 2018: $0Net Assets 2018: $1,844,4002018Assets 2019: $1,932,314Liabilities 2019: $0Net Assets 2019: $1,932,3142019Assets 2020: $1,996,113Liabilities 2020: $0Net Assets 2020: $1,996,1132020Assets 2021: $2,139,639Liabilities 2021: $0Net Assets 2021: $2,139,6392021Assets 2022: $1,965,912Liabilities 2022: $0Net Assets 2022: $1,965,9122022Assets 2023: $2,054,923Liabilities 2023: $0Net Assets 2023: $2,054,9232023Assets 2024: $2,137,752Liabilities 2024: $0Net Assets 2024: $2,137,7522024

Highlighted filing

2023

Assets$2,054,923
Liabilities$0
Net Assets$2,054,923
Open 2023 Filing

Operations Trend

Revenue Growth87th percentile

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

$600K$400K$200K$0-$200KRevenue 2011: $116,546Expenses 2011: $68,180Net Income 2011: $48,3662011Revenue 2012: $91,955Expenses 2012: $93,138Net Income 2012: -$1,1832012Revenue 2013: $476,828Expenses 2013: $56,461Net Income 2013: $420,3672013Revenue 2014: $73,830Expenses 2014: $54,224Net Income 2014: $19,6062014Revenue 2015: $69,293Expenses 2015: $92,700Net Income 2015: -$23,4072015Revenue 2016: $104,271Expenses 2016: $58,150Net Income 2016: $46,1212016Revenue 2017: $141,334Expenses 2017: $172,298Net Income 2017: -$30,9642017Revenue 2018: $415,952Expenses 2018: $163,165Net Income 2018: $252,7872018Revenue 2019: $121,466Expenses 2019: $81,433Net Income 2019: $40,0332019Revenue 2020: $90,664Expenses 2020: $65,785Net Income 2020: $24,8792020Revenue 2021: $137,620Expenses 2021: $87,803Net Income 2021: $49,8172021Revenue 2022: $91,515Expenses 2022: $86,686Net Income 2022: $4,8292022Revenue 2023: $149,784Expenses 2023: $107,434Net Income 2023: $42,3502023Revenue 2024: $125,210Expenses 2024: $102,765Net Income 2024: $22,4452024

Highlighted filing

2023

Revenue$149,784
Expenses$107,434
Net Income$42,350
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 20, 2024
Return Version
2023v5.0
Gross Receipts
$330,305
Mission and Program Overview

Mission

The organization's most significant activity is to receive and accept property exclusively for educational, cultural, charitable or benevolent purposes for the benefit of the residents of the traer, iowa metropolitan area in such a way that the quality of life in the area is enhanced.

To accept and receive property for the benefit of the traer community.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$133,183$1,425,103▲ $1,291,920
Investments in Publicly Traded Securities$1,832,729$629,820▼ $1,202,909
Total Assets$1,965,912$2,054,923▲ $89,011
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$1,154,925$1,138,841▼ $16,084
Net Assets With Donor Restrictions$810,987$916,082▲ $105,095
Total Net Assets Fund Balance$1,965,912$2,054,923▲ $89,011
Total Liabilities and Net Assets / Fund Balance$1,965,912$2,054,923▲ $89,011

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$810,987$105,709▲ $42,283-$916,082
2022$868,059$19,650▼ $32,863-$810,987
2021$824,183$19,211▲ $49,066-$868,059
2020$802,245$10,528▲ $35,078-$824,183
2019$768,218$54,011▲ $27,170-$802,245
Compensation and Service Providers
Top Officer Pay39th percentile

Board Members and Trustees

NameTitle
Don StansberyChairman
Jon PanfilChairman
Michelle PodhajskyVice-chairman
Taylor HowardDirector
Tracy HulmeDirector
Bruce ReindersSecretary/legal Officer
Darlys HulmeTrust Officer
Revenue and Support

Revenue Composition

Contributions and Grants
$106,009
Program Service Revenue
$0
Investment Income
$43,775
Other Revenue
$0
All Other Contributions
$106,009
Change in Net Assets
$42,350
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$104,510
Other Expenses$2,924
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$96,160--$96,160
Grants to Domestic Individuals$8,350--$8,350
Fees for Service Investment Mgmnt Fees$1,597--$1,597
Office Expenses$677--$677
Fees for Services Accounting$650--$650
Total Functional Expenses$107,434$0$0$107,434
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
City of TraerTraer, IA-Quasequentennial Celeberation$24,976
City of TraerTraer, IA-Winding Stairs Festival$18,114
Traer TheaterTraer, IA-Funding for Theater Projects$15,386
City of TraerTraer, IA-City Murals$14,000
North Tama Community School DistrictTraer, IA-To Provide Funding for Field Trips and Purchase of Equipment and a Defibrillator.$11,535
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
Business relationship with 35% controlled entity
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, Part VI, Section B, Line 11B

“Organization's process to review form 990. The board of directors is given a copy of the form 990 to review. Each member is given the opportunity to review the report and have questions answered.”

Form 990, Part VI, Section B, Line 12C

“Each board of director annually completes a conflict of interest statement which is reviewed by the board in its entirety.”

Form 990, Part VI, Section C, Line 19

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

Filing and Contact Details

Filer

Filer Name
Traer Community Foundation
EIN
42-1366419
Phone
3194782148
Address
611 SECOND STREET, TRAER, IA 50675

Signing Officer

Name
Jon Panfil
Title
Chairman
Phone
3194782148
Signed
2024-05-20
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jon Panfil
Formed
1990
Legal Domicile
Ia
Voting Board Members
5
Independent Board Members
5
Employees
0
Volunteers
0

Preparer

Firm
Bowman & Miller Pc
Address
24 E MAIN ST, MARSHALLTOWN, IA 50158
Preparer
Elizabeth a Miller
Phone
6417539337
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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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IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt043129
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-32863
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt03819
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0824183
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IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt049066
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/AdministrativeExpensesAmt0670
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0802245
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt010528
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0824183
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IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt035078
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt0617
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0768218
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/ContributionsAmt054011
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0802245
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt046537
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt027170
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt08350
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt015
IRS990ScheduleI/RecipientTable/CashGrantAmt011535
IRS990ScheduleI/RecipientTable/CashGrantAmt114000
IRS990ScheduleI/RecipientTable/CashGrantAmt224976
IRS990ScheduleI/RecipientTable/CashGrantAmt318114
IRS990ScheduleI/RecipientTable/CashGrantAmt415386
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt10
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt20
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt30
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt40
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0TO PROVIDE FUNDING FOR FIELD TRIPS AND PURCHASE OF EQUIPMENT AND A DEFIBRILLATOR.
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1CITY MURALS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2QUASEQUENTENNIAL CELEBERATION
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3WINDING STAIRS FESTIVAL
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt4FUNDING FOR THEATER PROJECTS
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IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1CITY OF TRAER
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IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ORGANIZATION'S PROCESS TO REVIEW FORM 990. THE BOARD OF DIRECTORS IS GIVEN A COPY OF THE FORM 990 TO REVIEW. EACH MEMBER IS GIVEN THE OPPORTUNITY TO REVIEW THE REPORT AND HAVE QUESTIONS ANSWERED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1EACH BOARD OF DIRECTOR ANNUALLY COMPLETES A CONFLICT OF INTEREST STATEMENT WHICH IS REVIEWED BY THE BOARD IN ITS ENTIRETY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION MAKES ITS GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICIES AND FINANCIAL STATEMENTS AVAILABLE TO THE PUBLIC UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION B, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PART VI, SECTION C, LINE 19
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IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
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IRS990/TotalEmployeeCnt00
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ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BOWMAN & MILLER PC

Document Assets

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Filings

Displayed year

2023 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,054,923
Liabilities
$0
Net assets
$2,054,923
Revenue
$149,784
Expenses
$107,434
Net income
$42,350
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.14$0.00$2.14$0.13$0.10$0.02
2023Detailed filing. Detailed filing data is available for this year.$2.05$0.00$2.05$0.15$0.11$0.04
2022Detailed filing. Detailed filing data is available for this year.$1.97$0.00$1.97$0.09$0.09$0.00
2021Detailed filing. Detailed filing data is available for this year.$2.14$0.00$2.14$0.14$0.09$0.05
2020Detailed filing. Detailed filing data is available for this year.$2.00$0.00$2.00$0.09$0.07$0.02
2019Detailed filing. Detailed filing data is available for this year.$1.93$0.00$1.93$0.12$0.08$0.04
2018Detailed filing. Detailed filing data is available for this year.$1.84$0.00$1.84$0.42$0.16$0.25
2017Detailed filing. Detailed filing data is available for this year.$1.60$0.00$1.60$0.14$0.17$0.03
2016Detailed filing. Detailed filing data is available for this year.$1.62$0.00$1.62$0.10$0.06$0.05
2015Detailed filing. Detailed filing data is available for this year.$1.58$0.00$1.58$0.07$0.09$0.02
2014Detailed filing. Detailed filing data is available for this year.$1.60$0.00$1.60$0.07$0.05$0.02
2013Detailed filing. Detailed filing data is available for this year.$1.58$0.00$1.58$0.48$0.06$0.42
2012Summary only. Only limited summary data is available for this year.$1.17$0.00$1.17$0.09$0.09$0.00
2011Summary only. Only limited summary data is available for this year.$1.18$0.00$1.18$0.12$0.07$0.05