Civic Intelligence

Creative Community Options Inc.

990 • Fiscal year 2021 • EIN 42-1388521

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 02, 2022

Organization ProfileWWW.CANDEOIOWA.ORG

View Organization Page

9550 White Oak Lane 200Johnston, IA 50131

(515) 259-8120

Siviq Scores

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

Liabilities / Assets

44th percentile

0.12x

Higher debt load relative to assets than 44% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Liabilities / Revenue

20th percentile

0.05x

Higher debt load relative to revenue than 20% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Net Margin

72nd percentile

27%

Higher net margin than 72% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Top Officer Pay

24th percentile

$102,984

Higher top officer pay than 24% of similar nonprofits.

Top officer pay equals 1.0% of source-year revenue.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2021

Asset Growth

95th percentile

97%

Faster asset growth than 95% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2020 to 2021

Revenue Growth

67th percentile

26%

Faster revenue growth than 67% of similar nonprofits.

2021 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets44th percentile

Assets

Up

$4,592,571

Up $2,257,042 (+97%) from 2020

Net Assets

Up

$4,031,506

Up $2,924,300 (+264%) from 2020

Liabilities

Down

$561,065

Down $667,258 (-54%) from 2020

Revenue And Expenses
Liabilities / Revenue20th percentileNet Margin72nd percentile

Revenue

Up

$10,600,664

Up $2,205,651 (+26%) from 2020

Expenses

Down

$7,710,725

Down $53,362 (-0.7%) from 2020

Net Income

Up

$2,889,939

Up $2,259,013 (+358%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth95th percentile

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

$6.0M$4.0M$2.0M$0Assets 2010: $818,071Liabilities 2010: $719,184Net Assets 2010: $98,8872010Assets 2011: $783,911Liabilities 2011: $515,466Net Assets 2011: $268,4452011Assets 2012: $1,022,248Liabilities 2012: $805,833Net Assets 2012: $216,4152012Assets 2013: $1,270,100Liabilities 2013: $1,039,670Net Assets 2013: $230,4302013Assets 2014: $1,212,794Liabilities 2014: $968,931Net Assets 2014: $243,8632014Assets 2015: $1,267,377Liabilities 2015: $1,008,704Net Assets 2015: $258,6732015Assets 2016: $1,132,867Liabilities 2016: $852,380Net Assets 2016: $280,4872016Assets 2017: $1,085,540Liabilities 2017: $789,060Net Assets 2017: $296,4802017Assets 2018: $1,043,831Liabilities 2018: $803,892Net Assets 2018: $239,9392018Assets 2019: $906,545Liabilities 2019: $672,660Net Assets 2019: $233,8852019Assets 2020: $2,335,529Liabilities 2020: $1,228,323Net Assets 2020: $1,107,2062020Assets 2021: $4,592,571Liabilities 2021: $561,065Net Assets 2021: $4,031,5062021Assets 2022: $4,886,697Liabilities 2022: $2,139,544Net Assets 2022: $2,747,1532022Assets 2023: $4,799,432Liabilities 2023: $2,256,132Net Assets 2023: $2,543,3002023Assets 2024: $4,152,973Liabilities 2024: $1,663,713Net Assets 2024: $2,489,2602024

Highlighted filing

2021

Assets$4,592,571
Liabilities$561,065
Net Assets$4,031,506
Open 2021 Filing

Operations Trend

Revenue Growth67th percentile

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

$15M$10M$5.0M$0-$5.0MExpenses 2010: $5,663,3652010Expenses 2011: $6,480,1842011Expenses 2012: $7,439,2132012Revenue 2013: $8,560,631Expenses 2013: $8,546,616Net Income 2013: $14,0152013Revenue 2014: $9,370,512Expenses 2014: $9,357,079Net Income 2014: $13,4332014Revenue 2015: $9,413,180Expenses 2015: $9,398,370Net Income 2015: $14,8102015Revenue 2016: $9,550,085Expenses 2016: $9,528,271Net Income 2016: $21,8142016Revenue 2017: $9,027,249Expenses 2017: $9,011,256Net Income 2017: $15,9932017Revenue 2018: $8,440,953Expenses 2018: $8,497,494Net Income 2018: -$56,5412018Revenue 2019: $8,434,954Expenses 2019: $8,441,008Net Income 2019: -$6,0542019Revenue 2020: $8,395,013Expenses 2020: $7,764,087Net Income 2020: $630,9262020Revenue 2021: $10,600,664Expenses 2021: $7,710,725Net Income 2021: $2,889,9392021Revenue 2022: $6,319,469Expenses 2022: $7,572,505Net Income 2022: -$1,253,0362022Revenue 2023: $7,336,624Expenses 2023: $7,564,368Net Income 2023: -$227,7442023Revenue 2024: $9,320,631Expenses 2024: $9,386,845Net Income 2024: -$66,2142024

Highlighted filing

2021

Revenue$10,600,664
Expenses$7,710,725
Net Income$2,889,939
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 2, 2022
Return Version
2021v4.2
Gross Receipts
$10,642,900
Mission and Program Overview

Mission

Supports adults with disabilities to live and work as independently as possible in the community of their choice.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cash and Non-Interest-Bearing Accounts$1,385,618$2,631,481▲ $1,245,863
Pledges and Grants Receivable-$985,553-
Accounts Receivable$576,543$531,075▼ $45,468
Investments Other Securities$242,395$264,636▲ $22,241
Land, Buildings, and Equipment, Net$53,188$104,913▲ $51,725
Prepaid Expenses and Deferred Charges$61,685$58,813▼ $2,872
Total Assets$2,335,529$4,592,571▲ $2,257,042
Other Assets Total$16,100$16,100→ $0
Liabilities
Accounts Payable and Accrued Expenses$742,159$549,895▼ $192,264
Deferred Revenue$480,632$11,170▼ $469,462
Mortgage Notes Payable Secured by Investment Property$5,532--
Total Liabilities$1,228,323$561,065▼ $667,258
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$860,216$3,738,943▲ $2,878,727
Net Assets With Donor Restrictions$246,990$292,563▲ $45,573
Total Net Assets Fund Balance$1,107,206$4,031,506▲ $2,924,300
Total Liabilities and Net Assets / Fund Balance$2,335,529$4,592,571▲ $2,257,042

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$77,019$573,314$650,333
Leasehold Improvements$27,894$31,176$59,070
Other Securities$264,636--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2021$242,395-▲ $22,241-$264,636
2020$230,808-▲ $11,587-$242,395
Compensation and Service Providers
Top Officer Pay24th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Marcy DavisCEOFT$93,274$9,710$102,984

Board Members and Trustees

NameTitle
Mike LantzChair
Kevin BoockVice Chair
Amos RopDirector
Angela HuttonDirector
Dennis BurnsDirector
Lisa SullivanDirector
Rebecca HelmDirector
Samuel CharnetskiDirector
Shane GreenleafDirector
Mary JohnsonSecretary
Tom EckstaedtTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$3,938,036
Program Service Revenue
$6,665,022
Investment Income
$305
Other Revenue
$-2,699
All Other Contributions
$237,640
Change in Net Assets
$2,889,939

Audited Revenue Reconciliation

Revenue per Audited Statements
$10,600,664
Revenue Not Reported on Financial Statements
$0
Revenue Not Reported on Form 990
$42,236
Total Revenue per Audited Statements
$10,642,900
Total Revenue per Form 990
$10,600,664
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$6,717,611
Other Expenses$993,114
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$4,843,116$830,455-$5,673,571
Other Employee Benefits$380,244$144,467-$524,711
Payroll Taxes$350,379$65,966-$416,345
Occupancy$20,677$225,255-$245,932
Fees for Services Accounting-$177,412-$177,412
Fees for Services Other$21,413$128,676-$150,089
Current Officers, Directors, Trustees, and Key Employees-$102,984-$102,984
Travel$99,204$1,729-$100,933
Insurance-$78,783-$78,783
Other Expenses$23,434$6,424-$29,858
Depreciation Depletion-$28,891-$28,891
All Other Expenses$5,063$10,649-$15,712
Fees for Services Legal$416$15,118-$15,534
Conferences and Meetings$2,404$12,981-$15,385
Interest-$535-$535
Total Functional Expenses$5,756,602$1,954,123$0$7,710,725

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Audited Statements$7,752,961
Expenses per Audited Statements$7,710,725
Total Expenses per Form 990$7,710,725
Expenses Not Reported on Form 990$42,236
Expenses Not Reported on Financial Statements$0
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$2,699
Fundraising Gross Income$0
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
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
Yes
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

“The form 990 is reviewed and approved by the ceo before being filed by the tax return preparer. The board members review the form 990 at their next meeting after filing.”

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

“The board of directors and executive committee review the conflict of interest policy annually and review any necessary disclosures.”

Form 990, Part VI, Section B, Line 15A

“The board of directors meets to review and discuss the compensation of the executive director. Standard increase limits are set during the budgeting process and the board, executive director, and management team all follow that standard.”

Form 990, Part VI, Section C, Line 19

“The governing documents are available on the iowa secretary of state's website and the organization's financial statements are available upon request.”

Filing and Contact Details

Filer

Filer Name
Creative Community Options Inc
EIN
42-1388521
Phone
5152598120
Address
9550 WHITE OAK LANE 200, JOHNSTON, IA 50131
Doing Business As
Candeo

Signing Officer

Name
Marcy Davis
Title
CEO
Phone
5152598120
Signed
2022-11-02
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Marcy Davis
Formed
1992
Legal Domicile
Ia
Voting Board Members
11
Independent Board Members
11
Employees
270
Volunteers
0

Preparer

Firm
Uhy Advisors Mo Inc
Address
4200 UNIVERSITY AVE SUITE 410, WEST DES MOINES, IA 50266
Preparer
Mark a Cronin
Phone
5152225680
Supplemental Narrative

Additional Explanations

Form 990 Part XII, Line 2C

“The board of directors assumes responsibility for oversight of the audit of the organization's financial statements and selection of an independent accountant.”

Financial Statement Notes

PART V, LINE 4:

“The organization intends to use the earnings from the endowment to fund ongoing, annual operating expenses.”

PART X, LINE 2:

“Accounting principles generally accepted in the united states of america require management to evaluate tax positions taken by the organization and recognize a tax liability (or asset) for an uncertain position that more likely than not would not be sustained upon examination by the internal revenue service. Management has evaluated their material tax positions and determined there are no uncertain tax positions taken or expected to be taken that would require recognition of a liability (or asset) or disclosure in the financial statements.”

PART XI, LINE 2D - OTHER ADJUSTMENTS:

“Rental expenses included in part viii, line 6b 39,537. Fundraising expenses included in part viii, line 8b 2,699.”

PART XII, LINE 2D - OTHER ADJUSTMENTS:

“Rental expenses included in part viii, line 6b 39,537. Fundraising expenses included in part viii, line 8b 2,699.”

Raw XML AppendixShowing 400 of 490 raw XML fields

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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IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt0264636
IRS990/IRPDocumentCnt08
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt0604490
IRS990/LandBldgEquipBasisNetGrp/BOYAmt053188
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0104913
IRS990/LandBldgEquipCostOrOtherBssAmt0709403
IRS990/LegalDomicileStateCd0IA
IRS990/LessRentalExpensesGrp/RealAmt039537
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0SUPPORTS ADULTS WITH DISABILITIES TO LIVE AND WORK AS INDEPENDENTLY AS POSSIBLE IN THE COMMUNITY OF THEIR CHOICE.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/MortgNotesPyblScrdInvstPropGrp/BOYAmt05532
IRS990/NetAssetsOrFundBalancesBOYAmt01107206
IRS990/NetAssetsOrFundBalancesEOYAmt04031506
IRS990/NetIncmFromFundraisingEvtGrp/ExclusionAmt0-2699
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt0-2699
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt034361
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt0860216
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt03738943
IRS990/NondeductibleContributionsInd00
IRS990/OccupancyGrp/ManagementAndGeneralAmt0225255
IRS990/OccupancyGrp/ProgramServicesAmt020677
IRS990/OccupancyGrp/TotalAmt0245932
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherAssetsTotalGrp/BOYAmt016100
IRS990/OtherAssetsTotalGrp/EOYAmt016100
IRS990/OtherChangesInNetAssetsAmt00
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt0144467
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0380244
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0524711
IRS990/OtherExpensesGrp/Desc0MEMBERSHIPS
IRS990/OtherExpensesGrp/Desc1SUPPLIES
IRS990/OtherExpensesGrp/Desc2TELEPHONE
IRS990/OtherExpensesGrp/Desc3CLIENT EXPENSES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt046341
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt144582
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt232875
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt36424
IRS990/OtherExpensesGrp/ProgramServicesAmt01501
IRS990/OtherExpensesGrp/ProgramServicesAmt11934
IRS990/OtherExpensesGrp/ProgramServicesAmt26817
IRS990/OtherExpensesGrp/ProgramServicesAmt323434
IRS990/OtherExpensesGrp/TotalAmt047842
IRS990/OtherExpensesGrp/TotalAmt146516
IRS990/OtherExpensesGrp/TotalAmt239692
IRS990/OtherExpensesGrp/TotalAmt329858
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0830455
IRS990/OtherSalariesAndWagesGrp/ProgramServicesAmt04843116
IRS990/OtherSalariesAndWagesGrp/TotalAmt05673571
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd00
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt065966
IRS990/PayrollTaxesGrp/ProgramServicesAmt0350379
IRS990/PayrollTaxesGrp/TotalAmt0416345
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt0985553
IRS990/PoliticalCampaignActyInd00
IRS990/PrepaidExpensesDefrdChargesGrp/BOYAmt061685
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt058813
IRS990/PrincipalOfficerNm0MARCY DAVIS
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0624100
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt06665022
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt06665022
IRS990/ProgSrvcAccomActy2Grp/Desc0EMPLOYMENT - PERSONS WITH DISABILITIES ARE PLACED, TRAINED, AND SUPERVISED BY EMPLOYMENT CONSULTANTS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0501944
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0394267
IRS990/ProgSrvcAccomActy3Grp/Desc0OUTPATIENT MENTAL HEALTH THERAPY - COUNSELING SERVICES FOR CHILDREN AND ADULTS TO IMPROVE MENTAL HEALTH.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt0202821
IRS990/ProgSrvcAccomActy3Grp/RevenueAmt089947
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt01562825
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt00
IRS990/PYInvestmentIncomeAmt011583
IRS990/PYOtherExpensesAmt0978142
IRS990/PYOtherRevenueAmt0-697
IRS990/PYProgramServiceRevenueAmt06821302
IRS990/PYRevenuesLessExpensesAmt0630926
IRS990/PYSalariesCompEmpBnftPaidAmt06785945
IRS990/PYTotalExpensesAmt07764087
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt08395013
IRS990/QuidProQuoContributionsInd00
IRS990/ReconcilationRevenueExpnssAmt02889939
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/RentalIncomeOrLossGrp/RealAmt00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt06315813
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt07784012
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt08384431
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt08441021
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt08446895
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt09023186
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt042079545
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt039842
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt052203
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt01135
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0605
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt093785
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.99780
IRS990ScheduleA/PublicSupportPY170Pct00.99880
IRS990ScheduleA/PublicSupportTotal170Amt042079545
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt07784012
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt08384431
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt08441021
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt08446895
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt09023186
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt042079545
IRS990ScheduleA/TotalSupportAmt042173330
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/BoardDesignatedBalanceEOYPct00.00000
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt0242395
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0264636
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt022241
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt0230808
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0242395
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt011587
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd00
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd01
IRS990ScheduleD/EquipmentGrp/BookValueAmt077019
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0573314
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0650333
IRS990ScheduleD/ExpensesNotReportedAmt042236
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt00
IRS990ScheduleD/ExpensesSubtotalAmt07710725
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/LeaseholdImprovementsGrp/BookValueAmt027894
IRS990ScheduleD/LeaseholdImprovementsGrp/DepreciationAmt031176
IRS990ScheduleD/LeaseholdImprovementsGrp/OtherCostOrOtherBasisAmt059070
IRS990ScheduleD/OtherExpensesIncludedAmt042236
IRS990ScheduleD/OtherRevenueAmt042236
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt0264636
IRS990ScheduleD/OtherSecuritiesGrp/Desc0CANDEO ENDOW IOWA FUND
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct01.00000
IRS990ScheduleD/RevenueNotReportedAmt042236
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt00
IRS990ScheduleD/RevenueSubtotalAmt010600664
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION INTENDS TO USE THE EARNINGS FROM THE ENDOWMENT TO FUND ONGOING, ANNUAL OPERATING EXPENSES.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1ACCOUNTING PRINCIPLES GENERALLY ACCEPTED IN THE UNITED STATES OF AMERICA REQUIRE MANAGEMENT TO EVALUATE TAX POSITIONS TAKEN BY THE ORGANIZATION AND RECOGNIZE A TAX LIABILITY (OR ASSET) FOR AN UNCERTAIN POSITION THAT MORE LIKELY THAN NOT WOULD NOT BE SUSTAINED UPON EXAMINATION BY THE INTERNAL REVENUE SERVICE. MANAGEMENT HAS EVALUATED THEIR MATERIAL TAX POSITIONS AND DETERMINED THERE ARE NO UNCERTAIN TAX POSITIONS TAKEN OR EXPECTED TO BE TAKEN THAT WOULD REQUIRE RECOGNITION OF A LIABILITY (OR ASSET) OR DISCLOSURE IN THE FINANCIAL STATEMENTS.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2RENTAL EXPENSES INCLUDED IN PART VIII, LINE 6B 39,537. FUNDRAISING EXPENSES INCLUDED IN PART VIII, LINE 8B 2,699.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt3RENTAL EXPENSES INCLUDED IN PART VIII, LINE 6B 39,537. FUNDRAISING EXPENSES INCLUDED IN PART VIII, LINE 8B 2,699.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0PART V, LINE 4:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1PART X, LINE 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2PART XI, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc3PART XII, LINE 2D - OTHER ADJUSTMENTS:
IRS990ScheduleD/TermEndowmentBalanceEOYPct00.00000
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0104913
IRS990ScheduleD/TotalBookValueSecuritiesAmt0264636
IRS990ScheduleD/TotalExpensesPerForm990Amt07710725
IRS990ScheduleD/TotalRevenuePerForm990Amt010600664
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt010642900
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt07752961
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE FORM 990 IS REVIEWED AND APPROVED BY THE CEO BEFORE BEING FILED BY THE TAX RETURN PREPARER. THE BOARD MEMBERS REVIEW THE FORM 990 AT THEIR NEXT MEETING AFTER FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE BOARD OF DIRECTORS AND EXECUTIVE COMMITTEE REVIEW THE CONFLICT OF INTEREST POLICY ANNUALLY AND REVIEW ANY NECESSARY DISCLOSURES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE BOARD OF DIRECTORS MEETS TO REVIEW AND DISCUSS THE COMPENSATION OF THE EXECUTIVE DIRECTOR. STANDARD INCREASE LIMITS ARE SET DURING THE BUDGETING PROCESS AND THE BOARD, EXECUTIVE DIRECTOR, AND MANAGEMENT TEAM ALL FOLLOW THAT STANDARD.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE GOVERNING DOCUMENTS ARE AVAILABLE ON THE IOWA SECRETARY OF STATE'S WEBSITE AND THE ORGANIZATION'S FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4THE BOARD OF DIRECTORS ASSUMES RESPONSIBILITY FOR OVERSIGHT OF THE AUDIT OF THE ORGANIZATION'S FINANCIAL STATEMENTS AND SELECTION OF AN INDEPENDENT ACCOUNTANT.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,592,571
Liabilities
$561,065
Net assets
$4,031,506
Revenue
$10,600,664
Expenses
$7,710,725
Net income
$2,889,939
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.15$1.66$2.49$9.32$9.39$0.07
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.80$2.26$2.54$7.34$7.56$0.23
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.89$2.14$2.75$6.32$7.57$1.25
2021Detailed filing. Detailed filing data is available for this year.$4.59$0.56$4.03$10.6$7.71$2.89
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.34$1.23$1.11$8.40$7.76$0.63
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.91$0.67$0.23$8.43$8.44$0.01
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.04$0.80$0.24$8.44$8.50$0.06
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.09$0.79$0.30$9.03$9.01$0.02
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.13$0.85$0.28$9.55$9.53$0.02
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.27$1.01$0.26$9.41$9.40$0.01
2014Detailed filing. Detailed filing data is available for this year.$1.21$0.97$0.24$9.37$9.36$0.01
2013Detailed filing. Detailed filing data is available for this year.$1.27$1.04$0.23$8.56$8.55$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.02$0.81$0.22$7.44
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.78$0.52$0.27$6.48
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.82$0.72$0.10$5.66
Peer Organizations

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