Civic Intelligence

Baxter Community Educational Foundation

990 • Fiscal year 2015 • EIN 42-1422674

Jul 01, 2014 to Jun 30, 2015 • Filed on Nov 11, 2015

PO Box 189Baxter, IA 50028

(641) 227-3102

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Liabilities / Revenue

55th percentile

0.00x

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Net Margin

89th percentile

41%

Higher net margin than 89% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2015 filings • 501(c)3 • <$500k nonprofits • Source year 2015

Asset Growth

62nd percentile

9.3%

Faster asset growth than 62% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Revenue Growth

38th percentile

-6.6%

Faster revenue growth than 38% of similar nonprofits.

2015 filings • 501(c)3 • <$500k nonprofits • Annualized from 2014 to 2015

Assets

Up

$375,361

Up $31,952 (+9.3%) from 2014

Net Assets

Up

$375,361

Up $31,952 (+9.3%) from 2014

Liabilities

Flat

$0

Flat from 2014

Revenue

Down

$68,213

Down $4,843 (-6.6%) from 2014

Expenses

Down

$40,455

Down $2,925 (-6.7%) from 2014

Net Income

Down

$27,758

Down $1,918 (-6.5%) from 2014

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 2012: $304,980Liabilities 2012: $0Net Assets 2012: $304,9802012Assets 2013: $313,733Liabilities 2013: $0Net Assets 2013: $313,7332013Assets 2014: $343,409Liabilities 2014: $0Net Assets 2014: $343,4092014Assets 2015: $375,361Liabilities 2015: $0Net Assets 2015: $375,3612015Assets 2016: $458,748Liabilities 2016: $0Net Assets 2016: $458,7482016Assets 2017: $467,106Liabilities 2017: $0Net Assets 2017: $467,1062017Assets 2018: $473,175Liabilities 2018: $0Net Assets 2018: $473,1752018Assets 2019: $498,721Liabilities 2019: $0Net Assets 2019: $498,7212019Assets 2020: $473,141Liabilities 2020: $0Net Assets 2020: $473,1412020Assets 2021: $697,763Liabilities 2021: $0Net Assets 2021: $697,7632021Assets 2022: $736,510Liabilities 2022: $0Net Assets 2022: $736,5102022Assets 2024: $830,520Liabilities 2024: $0Net Assets 2024: $830,5202024Assets 2025: $1,290,622Liabilities 2025: $0Net Assets 2025: $1,290,6222025

Highlighted filing

2015

Assets$375,361
Liabilities$0
Net Assets$375,361

Operations Trend

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

$600K$400K$200K$0-$200KExpenses 2012: $20,1832012Revenue 2013: $17,903Expenses 2013: $9,150Net Income 2013: $8,7532013Revenue 2014: $73,056Expenses 2014: $43,380Net Income 2014: $29,6762014Revenue 2015: $68,213Expenses 2015: $40,455Net Income 2015: $27,7582015Revenue 2016: $84,001Expenses 2016: $39,822Net Income 2016: $44,1792016Revenue 2017: $109,062Expenses 2017: $100,704Net Income 2017: $8,3582017Revenue 2018: $107,277Expenses 2018: $101,208Net Income 2018: $6,0692018Revenue 2019: $68,076Expenses 2019: $42,530Net Income 2019: $25,5462019Revenue 2020: $32,377Expenses 2020: $57,957Net Income 2020: -$25,5802020Revenue 2021: $88,164Expenses 2021: $47,746Net Income 2021: $40,4182021Revenue 2022: $90,152Expenses 2022: $51,405Net Income 2022: $38,7472022Revenue 2024: $112,128Expenses 2024: $75,063Net Income 2024: $37,0652024Revenue 2025: $546,832Expenses 2025: $86,730Net Income 2025: $460,1022025

Highlighted filing

2015

Revenue$68,213
Expenses$40,455
Net Income$27,758
Jump To
Filing Snapshot
Filing Period
Jul 1, 2014 to Jun 30, 2015
Signed
Nov 11, 2015
Return Version
2014v5.0
Gross Receipts
$69,887
Mission and Program Overview

Mission

Providing educational scholarships and facilities for the community of baxter and the baxter community school district.

Providing scholarships and facilities for the community of baxter and the baxter community school district.

Balance Sheet Detail
LineBeginningEndChange
Assets
Savings and Temporary Cash Investments$149,257$190,655▲ $41,398
Investments in Publicly Traded Securities$96,438$96,105▼ $333
Other Notes and Loans Receivable, Net$91,160$80,760▼ $10,400
Cash and Non-Interest-Bearing Accounts$6,554$7,841▲ $1,287
Total Assets$343,409$375,361▲ $31,952
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$343,409$375,361▲ $31,952
Total Net Assets Fund Balance$343,409$375,361▲ $31,952
Total Liabilities and Net Assets / Fund Balance$343,409$375,361▲ $31,952
Compensation and Service Providers

Board Members and Trustees

NameTitle
Neil SealesChair
Bruce ConnellyTrustee
Curt HansenTrustee
Kelly MilliganTrustee
Julie McwhirterSecretarytreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$56,006
Program Service Revenue
$0
Investment Income
$12,586
Other Revenue
$-379
Change in Net Assets
$27,758
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$32,550
Other Expenses$7,905
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$32,550--$32,550
Other Expenses$2,400--$2,400
Fees for Services Management$975--$975
Total Functional Expenses$40,455$0$0$40,455
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Direct Expenses$1,674
Fundraising Gross Income$1,295
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Goal$1,000$1,000-$1,000
Tailgate$295$295-$295
Total Events$1,295$1,295$1,674$-379
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
Backup withholding compliance
Yes
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 governing body review Part VI line 11

A copy of the form 990 was made available for the governing body to review before the return was filed via u.s. Mail.

Governing documents etc available to public Part VI line 19

A copy of the form 990 is available at 202 e state street, in the superintendent's office of baxter community schools upon request.

Filing and Contact Details

Filer

Filer Name
Baxter Community Education Fdn
EIN
42-1422674
Address
PO BOX 189, BAXTER, IA 50028

Signing Officer

Name
Julie Mcwhirter
Title
Secretary Treas
Phone
6412273102
Signed
2015-11-11
Discuss with paid preparer
No

Organization Details

Principal Officer
Neil Seales
Formed
1994
Legal Domicile
Ia
Voting Board Members
6
Independent Board Members
0
Employees
0

Preparer

Firm
Jerry D Koons Pc
Address
213 1ST AVE W, NEWTON, IA 50208
Preparer
Charles Koons
Phone
6417923951
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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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IRS990/UnrestrictedNetAssetsGrp/EOYAmt0375361
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt09505 N 115TH AVE W
IRS990/USAddress/CityNm0RHODES
IRS990/USAddress/StateAbbreviationCd0IA
IRS990/USAddress/ZIPCd050234
IRS990/VotingMembersGoverningBodyCnt06
IRS990/VotingMembersIndependentCnt00
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0false
ReturnHeader/BusinessOfficerGrp/PersonNm0JULIE MCWHIRTER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0SECRETARY TREAS
ReturnHeader/BusinessOfficerGrp/PhoneNum06412273102
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-11-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BAXTER COMMUNITY EDUCATION FDN
ReturnHeader/Filer/BusinessNameControlTxt0BAXT
ReturnHeader/Filer/EIN0421422674
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 189
ReturnHeader/Filer/USAddress/CityNm0BAXTER
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd050028
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0421452621
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0JERRY D KOONS PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0213 1ST AVE W
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEWTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd050208
ReturnHeader/PreparerPersonGrp/PhoneNum06417923951
ReturnHeader/PreparerPersonGrp/PreparationDt02015-11-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHARLES KOONS
ReturnHeader/ReturnTs02015-11-12T15:42:16-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-07-01
ReturnHeader/TaxPeriodEndDt02015-06-30
ReturnHeader/TaxYr02014

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.$1.29$0.00$1.29$0.55$0.09$0.46
2024Detailed filing. Detailed filing data is available for this year.$0.83$0.00$0.83$0.11$0.08$0.04
2022Detailed filing. Detailed filing data is available for this year.$0.74$0.00$0.74$0.09$0.05$0.04
2021Detailed filing. Detailed filing data is available for this year.$0.70$0.00$0.70$0.09$0.05$0.04
2020Detailed filing. Detailed filing data is available for this year.$0.47$0.00$0.47$0.03$0.06$0.03
2019Detailed filing. Detailed filing data is available for this year.$0.50$0.00$0.50$0.07$0.04$0.03
2018Detailed filing. Detailed filing data is available for this year.$0.47$0.00$0.47$0.11$0.10$0.01
2017Detailed filing. Detailed filing data is available for this year.$0.47$0.00$0.47$0.11$0.10$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.46$0.00$0.46$0.08$0.04$0.04
2015Detailed filing. Detailed filing data is available for this year.$0.38$0.00$0.38$0.07$0.04$0.03
2014Detailed filing. Detailed filing data is available for this year.$0.34$0.00$0.34$0.07$0.04$0.03
2013Summary only. Only limited summary data is available for this year.$0.31$0.00$0.31$0.02$0.01$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.30$0.00$0.30$0.02