Civic Intelligence

Newton Arboretum & Botanical Gardens Inc.

990 • Fiscal year 2021 • EIN 42-1436608

Jan 01, 2021 to Dec 31, 2021 • Filed on Nov 15, 2022

PO Box 321Newton, IA 50208

(641) 791-3021

Siviq Scores

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

Liabilities / Assets

17th percentile

0.00x

Higher debt load relative to assets than 17% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

21st percentile

0.00x

Higher debt load relative to revenue than 21% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Net Margin

5th percentile

-54%

Higher net margin than 5% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

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.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Asset Growth

44th percentile

6.5%

Faster asset growth than 44% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

4th percentile

-55%

Faster revenue growth than 4% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Assets

Up

$1,115,098

Up $67,972 (+6.5%) from 2020

Net Assets

Up

$1,114,943

Up $67,938 (+6.5%) from 2020

Liabilities

Up

$155

Up $34 (+28%) from 2020

Revenue

Down

$53,253

Down $65,096 (-55%) from 2020

Expenses

Down

$81,813

Down $9,362 (-10%) from 2020

Net Income

Down

-$28,560

Down $55,734 (-205%) from 2020

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 2010: $957,805Liabilities 2010: $0Net Assets 2010: $957,8052010Assets 2011: $925,883Liabilities 2011: $0Net Assets 2011: $925,8832011Assets 2012: $911,285Liabilities 2012: $0Net Assets 2012: $911,2852012Assets 2013: $959,411Liabilities 2013: $1,132Net Assets 2013: $958,2792013Assets 2014: $933,623Liabilities 2014: $1,069Net Assets 2014: $932,5542014Assets 2015: $913,997Liabilities 2015: $1,118Net Assets 2015: $912,8792015Assets 2016: $1,151,399Liabilities 2016: $1,042Net Assets 2016: $1,150,3572016Assets 2017: $1,168,665Liabilities 2017: $1,266Net Assets 2017: $1,167,3992017Assets 2018: $1,075,941Liabilities 2018: $1,081Net Assets 2018: $1,074,8602018Assets 2019: $995,732Liabilities 2019: $165Net Assets 2019: $995,5672019Assets 2020: $1,047,126Liabilities 2020: $121Net Assets 2020: $1,047,0052020Assets 2021: $1,115,098Liabilities 2021: $155Net Assets 2021: $1,114,9432021Assets 2022: $900,944Liabilities 2022: $752Net Assets 2022: $900,1922022Assets 2023: $896,213Liabilities 2023: $900Net Assets 2023: $895,3132023

Highlighted filing

2021

Assets$1,115,098
Liabilities$155
Net Assets$1,114,943

Operations Trend

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

$200K$100K$0-$100KExpenses 2010: $58,7742010Expenses 2011: $67,0262011Expenses 2012: $60,5802012Revenue 2013: $127,732Expenses 2013: $80,738Net Income 2013: $46,9942013Revenue 2014: $52,285Expenses 2014: $76,941Net Income 2014: -$24,6562014Revenue 2015: $32,851Expenses 2015: $73,844Net Income 2015: -$40,9932015Revenue 2016: $36,849Expenses 2016: $61,026Net Income 2016: -$24,1772016Revenue 2017: $69,335Expenses 2017: $71,224Net Income 2017: -$1,8892017Revenue 2018: $26,780Expenses 2018: $113,135Net Income 2018: -$86,3552018Revenue 2019: $180,052Expenses 2019: $129,694Net Income 2019: $50,3582019Revenue 2020: $118,349Expenses 2020: $91,175Net Income 2020: $27,1742020Revenue 2021: $53,253Expenses 2021: $81,813Net Income 2021: -$28,5602021Revenue 2022: $72,053Expenses 2022: $117,130Net Income 2022: -$45,0772022Revenue 2023: $97,284Expenses 2023: $112,975Net Income 2023: -$15,6912023

Highlighted filing

2021

Revenue$53,253
Expenses$81,813
Net Income-$28,560
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Nov 15, 2022
Return Version
2021v4.2
Gross Receipts
$64,242
Mission and Program Overview

Mission

COMMUNITY BEAUTIFICATION

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$1,047,005$1,114,943▲ $67,938
Investments in Publicly Traded Securities$763,005$832,168▲ $69,163
Land, Buildings, and Equipment, Net$217,157$217,157→ $0
Savings and Temporary Cash Investments$56,345$56,349▲ $4
Cash and Non-Interest-Bearing Accounts$10,619$9,424▼ $1,195
Total Assets$1,047,126$1,115,098▲ $67,972
Liabilities
Accounts Payable and Accrued Expenses$121$155▲ $34
Total Liabilities$121$155▲ $34
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,047,005$1,114,943▲ $67,938
Total Liabilities and Net Assets / Fund Balance$1,047,126$1,115,098▲ $67,972

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$175,157$221,665$396,822
Leasehold Improvements-$258,336$258,336
Equipment-$54,053$54,053
Land$42,000-$21,000
Compensation and Service Providers

Board Members and Trustees

NameTitle
Lana WohlersPresident
Daniel SchoenfelderVice President
Christina AndersonBoard Member
Cindy BednarczykBoard Member
Ina HeidemannBoard Member
John FruetelBoard Member
Kim DidierBoard Member
Ryan ZinkBoard Member
Teresa LymanBoard Member
Doug ThomaSecretary
Jenni PattyTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$38,215
Program Service Revenue
$15,000
Investment Income
$2
Other Revenue
$36
All Other Contributions
$3,269
Change in Net Assets
$-28,560
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$58,868
Salaries, Compensation, and Employee Benefits$22,945
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Depreciation Depletion$19,508$744-$20,252
Other Salaries and Wages-$19,907-$19,907
Insurance-$5,094-$5,094
Payroll Taxes-$3,038-$3,038
Fees for Services Other-$2,728-$2,728
All Other Expenses-$1,984-$1,984
Fees for Services Accounting-$1,385-$1,385
Other Expenses$5,738$1,065-$1,065
Advertising-$731-$731
Travel-$393-$393
Total Functional Expenses$25,246$56,567$0$81,813
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
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
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

Discussed and reviewed with treasurer

Governing documents etc available to public Part VI line 19

No documents available to the public

Filing and Contact Details

Filer

Filer Name
Project Awake
EIN
42-1436608
Address
PO BOX 321, NEWTON, IA 50208

Signing Officer

Name
Jenni Patty
Title
Treasurer
Phone
6418400535
Signed
2022-11-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jenni Patty
Formed
1995
Legal Domicile
Ia
Voting Board Members
11
Independent Board Members
11
Employees
1
Volunteers
20

Preparer

Firm
Dimensions Accounting Pc
Address
710 First Ave E, Newton, IA 50208
Preparer
Sherry Griggs
Phone
6417922058
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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$0.90$0.00$0.90$0.10$0.11$0.02
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.90$0.00$0.90$0.07$0.12$0.05
2021Detailed filing. Detailed filing data is available for this year.$1.12$0.00$1.11$0.05$0.08$0.03
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.05$0.00$1.05$0.12$0.09$0.03
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.00$0.00$1.00$0.18$0.13$0.05
2018Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.08$0.00$1.07$0.03$0.11$0.09
2017Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.17$0.00$1.17$0.07$0.07$0.00
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.15$0.00$1.15$0.04$0.06$0.02
2015Summary only. Only limited summary data is available for this year.$0.91$0.00$0.91$0.03$0.07$0.04
2014Detailed filing. Detailed filing data is available for this year.$0.93$0.00$0.93$0.05$0.08$0.02
2013Detailed filing. Detailed filing data is available for this year.$0.96$0.00$0.96$0.13$0.08$0.05
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.91$0.00$0.91$0.06
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.93$0.00$0.93$0.07
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.96$0.00$0.96$0.06