Civic Intelligence

West Des Moines Library Friends Foundation

990 • Fiscal year 2014 • EIN 42-1382428

Jul 01, 2013 to Jun 30, 2014 • Filed on Nov 11, 2014

4000 Mills Civic Pkwy50265-2049

(515) 223-8587

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

96th percentile

71%

Higher net margin than 96% 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

78th percentile

20%

Faster asset growth than 78% of similar nonprofits.

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

Revenue Growth

56th percentile

7.2%

Faster revenue growth than 56% of similar nonprofits.

2014 filings • 501(c)3 • $500k-$1M nonprofits • Annualized from 2011 to 2014

Assets

Up

$937,714

Up $153,660 (+20%) from 2013

Net Assets

Up

$937,714

Up $153,660 (+20%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue

$78,665

No earlier filing loaded for comparison.

Expenses

Down

$22,989

Down $26,743 (-54%) from 2013

Net Income

$55,676

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 2011: $685,039Liabilities 2011: $0Net Assets 2011: $685,0392011Assets 2012: $704,462Liabilities 2012: $0Net Assets 2012: $704,4622012Assets 2013: $784,054Liabilities 2013: $0Net Assets 2013: $784,0542013Assets 2014: $937,714Liabilities 2014: $0Net Assets 2014: $937,7142014Assets 2015: $935,992Liabilities 2015: $0Net Assets 2015: $935,9922015Assets 2016: $940,200Liabilities 2016: $0Net Assets 2016: $940,2002016Assets 2017: $1,027,757Liabilities 2017: $0Net Assets 2017: $1,027,7572017Assets 2018: $1,103,669Liabilities 2018: $0Net Assets 2018: $1,103,6692018Assets 2019: $1,158,516Liabilities 2019: $0Net Assets 2019: $1,158,5162019Assets 2020: $1,153,970Liabilities 2020: $0Net Assets 2020: $1,153,9702020Assets 2021: $977,617Liabilities 2021: $0Net Assets 2021: $977,6172021Assets 2022: $906,792Liabilities 2022: $0Net Assets 2022: $906,7922022Assets 2023: $912,485Liabilities 2023: $0Net Assets 2023: $912,4852023Assets 2024: $1,028,230Liabilities 2024: $0Net Assets 2024: $1,028,2302024Assets 2025: $1,191,290Liabilities 2025: $0Net Assets 2025: $1,191,2902025

Highlighted filing

2014

Assets$937,714
Liabilities$0
Net Assets$937,714

Operations Trend

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

$600K$400K$200K$0-$200K-$400KRevenue 2011: $63,883Expenses 2011: $40,793Net Income 2011: $23,0902011Expenses 2012: $24,9822012Expenses 2013: $49,7322013Revenue 2014: $78,665Expenses 2014: $22,989Net Income 2014: $55,6762014Revenue 2015: $75,189Expenses 2015: $47,650Net Income 2015: $27,5392015Revenue 2016: $53,867Expenses 2016: $32,448Net Income 2016: $21,4192016Revenue 2017: $104,346Expenses 2017: $44,425Net Income 2017: $59,9212017Revenue 2018: $65,926Expenses 2018: $28,720Net Income 2018: $37,2062018Revenue 2019: $69,661Expenses 2019: $30,171Net Income 2019: $39,4902019Revenue 2020: $83,573Expenses 2020: $81,586Net Income 2020: $1,9872020Revenue 2021: $122,415Expenses 2021: $440,012Net Income 2021: -$317,5972021Revenue 2022: $96,639Expenses 2022: $29,592Net Income 2022: $67,0472022Revenue 2023: $88,810Expenses 2023: $124,376Net Income 2023: -$35,5662023Revenue 2024: $108,684Expenses 2024: $41,174Net Income 2024: $67,5102024Revenue 2025: $129,368Expenses 2025: $46,918Net Income 2025: $82,4502025

Highlighted filing

2014

Revenue$78,665
Expenses$22,989
Net Income$55,676
Jump To
Filing Snapshot
Filing Period
Jul 1, 2013 to Jun 30, 2014
Signed
Nov 11, 2014
Return Version
2013v3.0
Gross Receipts
$79,017
Mission and Program Overview

Mission

Provide financial support to the west des moines library.

The organization's primary exempt purpose is to provide support for the west des moines public library.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$747,733$883,443▲ $135,710
Cash and Non-Interest-Bearing Accounts$36,321$54,271▲ $17,950
Total Assets$784,054$937,714▲ $153,660
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$784,054$937,714▲ $153,660
Total Net Assets Fund Balance$784,054$937,714▲ $153,660
Total Liabilities and Net Assets / Fund Balance$784,054$937,714▲ $153,660

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2013$747,733-▲ $136,197-$883,443
2012$660,555-▲ $87,178-$747,733
2011$650,183-▲ $10,372-$660,555
2010$539,397-▲ $110,786-$650,183
2009$472,335-▲ $67,062-$539,398
Compensation and Service Providers

Board Members and Trustees

NameTitle
Dale HellingPresident
Jan PauteveinVice President
Carol GrantDirector
Carol NarakDirector
Dan WernerDirector
Danielle StullDirector
Drew EngebrechtDirector
Eric BranstadDirector
Jeff ThomasDirector
Joe PollpeterDirector
Jon PinkDirector
Jp SinghDirector
Marilynn DuffyDirector
Mary BrooksDirector
Melissa WalkerDirector
Michelle MahoneyDirector
Russ TrimbleDirector
Sayer MartinDirector
Susan FreedDirector
Todd BandowDirector
Doug PfeilSecretary
Shannon ShawTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$34,218
Program Service Revenue
$0
Investment Income
$38,214
Other Revenue
$6,233
All Other Contributions
$7,098
Change in Net Assets
$55,676
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$19,959
Other Expenses$3,030
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$19,959--$19,959
Fees for Services Accounting-$760-$760
Information Technology-$663-$663
Insurance-$570-$570
Fees for Service Investment Mgmnt Fees-$487-$487
Office Expenses-$437-$437
Other Expenses-$113-$113
Total Functional Expenses$19,959$3,030$0$22,989
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
42-6005359-8Provide Support for Programs, Purchase of Display Case and Artwork.$19,959
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$6,505
Fundraising Direct Expenses$307
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
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, Section B, Line 11

A copy of the form 990 was provided to the organization's governing board to review and make comments before the return is filed.

Form 990, Part VI, Section C, Line 19

The organization will furnish its form 1023 upon request

Filing and Contact Details

Filer

EIN
42-1382428
Phone
5152238587

Signing Officer

Name
Dale Helling
Title
President
Phone
5159913544
Signed
2014-11-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dale Helling
Formed
1991
Legal Domicile
Ia
Voting Board Members
22
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Preparer
John E Lamale
Phone
5152237300
Supplemental Narrative

Financial Statement Notes

PART X, LINE 2:

West des moines library friends foundation is exempt from federal income taxes under section 501(c)(3) of the internal revenue code of 1986. The organization has filed for and received income tax exemptions in the various jurisdictions where it is required to do so. The organization files form 990 tax return in the us federal jurisdiction.

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IRS990/Form990PartVIISectionAGrp/TitleTxt6DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt7PRESIDENT
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IRS990/Form990PartVIISectionAGrp/TitleTxt12DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt13DIRECTOR
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IRS990/Form990PartVIISectionAGrp/TitleTxt15DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt16DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt17DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt18VICE PRESIDENT
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IRS990/Form990PartVIISectionAGrp/TitleTxt20DIRECTOR
IRS990/Form990PartVIISectionAGrp/TitleTxt21DIRECTOR
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IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt06198
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt06198
IRS990/NetIncomeOrLossGrp/RelatedOrExemptFuncIncomeAmt035
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt035
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt097984
IRS990/NoListedPersonsCompensatedInd0X
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ManagementAndGeneralAmt0437
IRS990/OfficeExpensesGrp/TotalAmt0437
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherExpensesGrp/Desc0MISCELLANEOUS
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0113
IRS990/OtherExpensesGrp/TotalAmt0113
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0DALE HELLING
IRS990/ProfessionalFundraisingInd00
IRS990/ProgSrvcAccomActy2Grp/Desc0GRANT TO THE WEST DES MOINES PUBLIC LIBRARY FOR THE PURCHASE OF LIBRARY EQUIPMENT AND SUPPLIES
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt011459
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt035690
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt044118
IRS990/PYInvestmentIncomeAmt023921
IRS990/PYOtherExpensesAmt05614
IRS990/PYOtherRevenueAmt06455
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt016334
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt049732
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt066066
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt055676
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990ScheduleA/Contribution35ControlledInd00
IRS990ScheduleA/ContributionControllerInd00
IRS990ScheduleA/ContributionFamilyInd00
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0426005359
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd01
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc08
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt019959
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine10WEST DES MOINES PUBLIC LIBRARY (CITY OF WEST DES MOINES)
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt019959
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/ScheduleBRequiredInd01
IRS990ScheduleD/CYEndwmtFundGrp/AdministrativeExpensesAmt0487
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0747733
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0883443
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0136197
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0660555
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0747733
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt087178
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0650183
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt0660555
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt010372
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt0539397
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/EndYearBalanceAmt0650183
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0110786
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/BeginningYearBalanceAmt0472335
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/EndYearBalanceAmt0539398
IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt067062
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd00
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0WEST DES MOINES LIBRARY FRIENDS FOUNDATION IS EXEMPT FROM FEDERAL INCOME TAXES UNDER SECTION 501(C)(3) OF THE INTERNAL REVENUE CODE OF 1986. THE ORGANIZATION HAS FILED FOR AND RECEIVED INCOME TAX EXEMPTIONS IN THE VARIOUS JURISDICTIONS WHERE IT IS REQUIRED TO DO SO. THE ORGANIZATION FILES FORM 990 TAX RETURN IN THE US FEDERAL JURISDICTION.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART X, LINE 2:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleI/GrantRecordsMaintainedInd00
IRS990ScheduleI/RecipientTable/CashGrantAmt019959
IRS990ScheduleI/RecipientTable/IRCSectionDesc08
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0PROVIDE SUPPORT FOR PROGRAMS, PURCHASE OF DISPLAY CASE AND ARTWORK.
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine10WEST DES MOINES PUBLIC LIBRARY (CITY OF WEST DES MOINES)
IRS990ScheduleI/RecipientTable/RecipientEIN0426005359
IRS990ScheduleI/RecipientTable/USAddress/AddressLine104000 MILLS CIVIC PKY
IRS990ScheduleI/RecipientTable/USAddress/City0WEST DES MOINES
IRS990ScheduleI/RecipientTable/USAddress/State0IA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCode0502652049
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0A COPY OF THE FORM 990 WAS PROVIDED TO THE ORGANIZATION'S GOVERNING BOARD TO REVIEW AND MAKE COMMENTS BEFORE THE RETURN IS FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION WILL FURNISH ITS FORM 1023 UPON REQUEST
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToProxyTaxInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TempOrPermanentEndowmentsInd01
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt0784054
IRS990/TotalAssetsEOYAmt0937714
IRS990/TotalAssetsGrp/BOYAmt0784054
IRS990/TotalAssetsGrp/EOYAmt0937714
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalContributionsAmt034218
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt03030
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt019959
IRS990/TotalFunctionalExpensesGrp/TotalAmt022989
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0784054
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0937714

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.$1.19$0.00$1.19$0.13$0.05$0.08
2024Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$0.11$0.04$0.07
2023Detailed filing. Detailed filing data is available for this year.$0.91$0.00$0.91$0.09$0.12$0.04
2022Detailed filing. Detailed filing data is available for this year.$0.91$0.00$0.91$0.10$0.03$0.07
2021Detailed filing. Detailed filing data is available for this year.$0.98$0.00$0.98$0.12$0.44$0.32
2020Detailed filing. Detailed filing data is available for this year.$1.15$0.00$1.15$0.08$0.08$0.00
2019Detailed filing. Detailed filing data is available for this year.$1.16$0.00$1.16$0.07$0.03$0.04
2018Detailed filing. Detailed filing data is available for this year.$1.10$0.00$1.10$0.07$0.03$0.04
2017Detailed filing. Detailed filing data is available for this year.$1.03$0.00$1.03$0.10$0.04$0.06
2016Detailed filing. Detailed filing data is available for this year.$0.94$0.00$0.94$0.05$0.03$0.02
2015Detailed filing. Detailed filing data is available for this year.$0.94$0.00$0.94$0.08$0.05$0.03
2014Detailed filing. Detailed filing data is available for this year.$0.94$0.00$0.94$0.08$0.02$0.06
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.78$0.00$0.78$0.05
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.70$0.00$0.70$0.02
2011Summary only. Only limited summary data is available for this year.$0.69$0.00$0.69$0.06$0.04$0.02