Civic Intelligence

Pella Community Foundation

990 • Fiscal year 2011 • EIN 42-1374038

Jul 01, 2010 to Jun 30, 2011 • Filed on Oct 01, 2011

PO Box 11250219
Siviq Scores

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

Liabilities / Assets

80th percentile

0.61x

Higher debt load relative to assets than 80% of similar nonprofits.

2011 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2011

Asset Growth

Score unavailable

No value available

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

Source year 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

$3,947,480

No earlier filing loaded for comparison.

Net Assets

$1,550,663

No earlier filing loaded for comparison.

Liabilities

$2,396,817

No earlier filing loaded for comparison.

Revenue

-

No earlier filing loaded for comparison.

Expenses

$75,748

No earlier filing loaded for comparison.

Net Income

-

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.

$30M$20M$10M$0Assets 2011: $3,947,480Liabilities 2011: $2,396,817Net Assets 2011: $1,550,6632011Assets 2012: $3,888,561Liabilities 2012: $2,201,060Net Assets 2012: $1,687,5012012Assets 2013: $4,833,421Liabilities 2013: $2,320,266Net Assets 2013: $2,513,1552013Assets 2014: $5,063,022Liabilities 2014: $2,152,293Net Assets 2014: $2,910,7292014Assets 2015: $4,723,690Liabilities 2015: $1,801,545Net Assets 2015: $2,922,1452015Assets 2016: $4,819,575Liabilities 2016: $1,614,334Net Assets 2016: $3,205,2412016Assets 2017: $5,511,643Liabilities 2017: $1,755,031Net Assets 2017: $3,756,6122017Assets 2018: $6,730,385Liabilities 2018: $1,798,699Net Assets 2018: $4,931,6862018Assets 2019: $7,695,651Liabilities 2019: $1,788,347Net Assets 2019: $5,907,3042019Assets 2020: $7,554,068Liabilities 2020: $1,698,898Net Assets 2020: $5,855,1702020Assets 2021: $9,234,132Liabilities 2021: $2,053,787Net Assets 2021: $7,180,3452021Assets 2022: $8,804,886Liabilities 2022: $1,852,576Net Assets 2022: $6,952,3102022Assets 2023: $9,419,044Liabilities 2023: $1,906,691Net Assets 2023: $7,512,3532023Assets 2024: $19,455,087Liabilities 2024: $1,986,784Net Assets 2024: $17,468,3032024Assets 2025: $21,124,449Liabilities 2025: $2,166,695Net Assets 2025: $18,957,7542025

Highlighted filing

2011

Assets$3,947,480
Liabilities$2,396,817
Net Assets$1,550,663

Operations Trend

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

$10M$5.0M$0Expenses 2011: $75,7482011Revenue 2012: $342,143Expenses 2012: $92,632Net Income 2012: $249,5112012Expenses 2013: $275,6312013Revenue 2014: $678,494Expenses 2014: $280,920Net Income 2014: $397,5742014Revenue 2015: $324,246Expenses 2015: $312,830Net Income 2015: $11,4162015Revenue 2016: $462,293Expenses 2016: $95,676Net Income 2016: $366,6172016Revenue 2017: $398,598Expenses 2017: $95,167Net Income 2017: $303,4312017Revenue 2018: $1,333,208Expenses 2018: $212,047Net Income 2018: $1,121,1612018Revenue 2019: $1,160,034Expenses 2019: $273,014Net Income 2019: $887,0202019Revenue 2020: $386,989Expenses 2020: $296,623Net Income 2020: $90,3662020Revenue 2021: $355,565Expenses 2021: $290,875Net Income 2021: $64,6902021Revenue 2022: $831,489Expenses 2022: $334,507Net Income 2022: $496,9822022Revenue 2023: $578,693Expenses 2023: $295,667Net Income 2023: $283,0262023Revenue 2024: $9,681,760Expenses 2024: $348,470Net Income 2024: $9,333,2902024Revenue 2025: $1,135,776Expenses 2025: $413,942Net Income 2025: $721,8342025

Highlighted filing

2011

Revenue-
Expenses$75,748
Net Income-
Jump To
Filing Snapshot
Filing Period
Jul 1, 2010 to Jun 30, 2011
Signed
Oct 1, 2011
Return Version
2010v3.2
Gross Receipts
$147,630
Mission and Program Overview

Mission

The basic purpose of the Foundation is to enhance the heritage and the quality of life of the people of Pella by facilitating and supporting the work of the non-profit organizations of the area.

Filing and Contact Details

Filer

EIN
42-1374038
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IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation0It is the opinion of management that the Foundation had no uncertain tax positions that would be subject to Interpretation No. 48.
IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation1The Permanent Endowments are contributions which consist of 13 funds, the contributions were designated as permanent by the contributor, with earnings from the contribution to go to one of the following: to a specified local nonprofit organization, for the operation of the Pella Community Foundation, or for the Undesignated Board determined local grants paid out to the local nonprofits serving the citizen's of Pella each year.The Board Designated quasi-permanent endowments are funds received from contributions given for use determined by the Board. These funds are set aside for the Pella Community Foundation's operating costs, or for grants paid out to the local nonprofits serving the citizen's of Pella each year. The earnings on the Permanent Endowment contributions are also set aside for disbursement to the nonprofits whose benefit they were intended to be used and offered each year for disbusement under a spending policy set by the Board.
IRS990ScheduleD/Form990ScheduleDPartXIV/Explanation2Several local nonprofits have chosen to invest some of their funds through the Pella Community Foundation's investments. The Pella Community Foundation has access to the TIFF Investment program for foundations and an array of other investments. This has allowed local nonprofits to diversify their portfolios more than would have been possible on their own. The Pella Community Foundation and the local nonprofits have an agency agreement, where the investing nonprofits have signed an agreement that they have accepted the risk of these investments. Distributions (up to 100% of the Fund balance) of the Fund is pursuant to requests of the Agency submitted in writing authorizing such distributions. The resolution shall state the specific reason(s) for the request and describe why such distribution would further the legitimate interests of the Agency and how the fiduciary responsibilities to prior contributions will be fulfilled. Any such distribution of the Fund's principal, in whole or in part, shall be subject to the approval of the Foundation's Board of Directors, which shall not be unreasonably withheld, and will be made within 90 days of the required approvals. The Foundation provides a written statement to the Agency no later than 30 days after the end of each quarter showing the performance and activity of the Fund. The fee to administer the investments by the foundation is .5% of the market value of the Funds assets at the fiscal year-end.
IRS990ScheduleD/Form990ScheduleDPartXIV/Identifier0Part X
IRS990ScheduleD/Form990ScheduleDPartXIV/Identifier1Part V, Line 4
IRS990ScheduleD/Form990ScheduleDPartXIV/Identifier2Part IV, Line 2b
IRS990ScheduleD/Form990ScheduleDPartXIV/ReturnReference0Part X : FIN48 Footnote
IRS990ScheduleD/Form990ScheduleDPartXIV/ReturnReference1Part V, Line 4: Intended uses of the endowment fund.
IRS990ScheduleD/Form990ScheduleDPartXIV/ReturnReference2Part IV, Line 2b: Explanation of escrow account liability
IRS990ScheduleD/IncludedOnFS0true
IRS990ScheduleD/NetUnrealizedGainsInvestments0208918
IRS990ScheduleD/NetUnrealizedGLOnInvestments0208918
IRS990ScheduleD/PermanentEndowmentEOYBalance00.50000
IRS990ScheduleD/RevenueNotRptdF9900208918
IRS990ScheduleD/RevenueSubtotal0147630
IRS990ScheduleD/TotalAdjustments0208918
IRS990ScheduleD/TotalBookValueOtherAssets0223000
IRS990ScheduleD/TotalExpenses075748
IRS990ScheduleD/TotalExpensesPerForm990075748
IRS990ScheduleD/TotalOfBookValueSecurities01954834
IRS990ScheduleD/TotalRevenue0147630
IRS990ScheduleD/TotalRevenuePerForm9900147630
IRS990ScheduleD/TotExpensesEtcAuditedFinclStmt075748
IRS990ScheduleD/TotRevenueEtcAuditedFinclStmt0356548
IRS990ScheduleI/Form990ScheduleIPartIV/Explanation0Local nonprofits submit grants to the Pella Community Foundation each year requesting funds to help them meet their charitable purpose. The grants are evalauted by a committee of the Pella Community Foundation and rated by all the members of the committee. A weighted average is then calculated to determine which grant applications will be funded and for how much. Before grants are paid out to the local nonprofits, they are required to sign a document that states that the grant will be used as described in their application, and they will submit proof to the Pella Community Foundation of their expenditure in accordance with their grant application.
IRS990ScheduleI/Form990ScheduleIPartIV/Identifier0Grantmaker's Description of How Grants are Used
IRS990ScheduleI/RecipientTable/AddressUS/AddressLine10210 E University St
IRS990ScheduleI/RecipientTable/AddressUS/City0Pella
IRS990ScheduleI/RecipientTable/AddressUS/State0IA
IRS990ScheduleI/RecipientTable/AddressUS/ZIPCode050219
IRS990ScheduleI/RecipientTable/AmountOfCashGrant06000

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.$21.1$2.17$19.0$1.14$0.41$0.72
2024Detailed filing. Detailed filing data is available for this year.$19.5$1.99$17.5$9.68$0.35$9.33
2023Detailed filing. Detailed filing data is available for this year.$9.42$1.91$7.51$0.58$0.30$0.28
2022Detailed filing. Detailed filing data is available for this year.$8.80$1.85$6.95$0.83$0.33$0.50
2021Detailed filing. Detailed filing data is available for this year.$9.23$2.05$7.18$0.36$0.29$0.06
2020Detailed filing. Detailed filing data is available for this year.$7.55$1.70$5.86$0.39$0.30$0.09
2019Detailed filing. Detailed filing data is available for this year.$7.70$1.79$5.91$1.16$0.27$0.89
2018Detailed filing. Detailed filing data is available for this year.$6.73$1.80$4.93$1.33$0.21$1.12
2017Detailed filing. Detailed filing data is available for this year.$5.51$1.76$3.76$0.40$0.10$0.30
2016Detailed filing. Detailed filing data is available for this year.$4.82$1.61$3.21$0.46$0.10$0.37
2015Detailed filing. Detailed filing data is available for this year.$4.72$1.80$2.92$0.32$0.31$0.01
2014Detailed filing. Detailed filing data is available for this year.$5.06$2.15$2.91$0.68$0.28$0.40
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.83$2.32$2.51$0.28
2012Summary only. Only limited summary data is available for this year.$3.89$2.20$1.69$0.34$0.09$0.25
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.95$2.40$1.55$0.08