Civic Intelligence

Ottumwa Public Library Foundation C/O Natalie Bolin

990 • Fiscal year 2021 • EIN 42-1506251

May 01, 2020 to Apr 30, 2021 • Filed on Aug 16, 2021

Organization Profile
320 Church StOttumwa, IA 52501

(641) 683-6543

Siviq Scores

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

Liabilities / Assets

17th percentile

0.00x

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

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

Liabilities / Revenue

17th percentile

0.00x

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

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

Net Margin

97th percentile

86%

Higher net margin than 97% 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

37th percentile

3.6%

Faster asset growth than 37% of similar nonprofits.

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

Revenue Growth

2nd percentile

-80%

Faster revenue growth than 2% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets17th percentile

Assets

Up

$1,268,256

Up $44,197 (+3.6%) from 2020

Net Assets

Up

$1,268,256

Up $44,197 (+3.6%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin97th percentile

Revenue

Down

$51,447

Down $211,087 (-80%) from 2020

Expenses

Up

$7,250

Up $1,347 (+23%) from 2020

Net Income

Down

$44,197

Down $212,434 (-83%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth37th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2011: $646,471Liabilities 2011: $0Net Assets 2011: $646,4712011Assets 2012: $641,470Liabilities 2012: $0Net Assets 2012: $641,4702012Assets 2013: $653,564Liabilities 2013: $0Net Assets 2013: $653,5642013Assets 2014: $826,839Liabilities 2014: $0Net Assets 2014: $826,8392014Assets 2015: $872,009Liabilities 2015: $0Net Assets 2015: $872,0092015Assets 2016: $913,359Liabilities 2016: $0Net Assets 2016: $913,3592016Assets 2017: $942,934Liabilities 2017: $0Net Assets 2017: $942,9342017Assets 2018: $964,559Liabilities 2018: $0Net Assets 2018: $964,5592018Assets 2019: $967,428Liabilities 2019: $0Net Assets 2019: $967,4282019Assets 2020: $1,224,059Liabilities 2020: $0Net Assets 2020: $1,224,0592020Assets 2021: $1,268,256Liabilities 2021: $0Net Assets 2021: $1,268,2562021Assets 2022: $1,738,282Liabilities 2022: $0Net Assets 2022: $1,738,2822022Assets 2023: $1,712,892Liabilities 2023: $0Net Assets 2023: $1,712,8922023Assets 2024: $1,754,422Liabilities 2024: $0Net Assets 2024: $1,754,4222024Assets 2025: $1,846,349Liabilities 2025: $0Net Assets 2025: $1,846,3492025

Highlighted filing

2021

Assets$1,268,256
Liabilities$0
Net Assets$1,268,256
Open 2021 Filing

Operations Trend

Revenue Growth2nd percentile

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

$600K$400K$200K$0-$200KRevenue 2011: $18,527Expenses 2011: $20,800Net Income 2011: -$2,2732011Revenue 2012: $15,819Expenses 2012: $20,820Net Income 2012: -$5,0012012Expenses 2013: $21,0552013Revenue 2014: $196,848Expenses 2014: $23,573Net Income 2014: $173,2752014Revenue 2015: $49,952Expenses 2015: $4,782Net Income 2015: $45,1702015Revenue 2016: $45,715Expenses 2016: $4,365Net Income 2016: $41,3502016Revenue 2017: $34,230Expenses 2017: $4,655Net Income 2017: $29,5752017Revenue 2018: $58,538Expenses 2018: $40,591Net Income 2018: $17,9472018Revenue 2019: $91,169Expenses 2019: $88,300Net Income 2019: $2,8692019Revenue 2020: $262,534Expenses 2020: $5,903Net Income 2020: $256,6312020Revenue 2021: $51,447Expenses 2021: $7,250Net Income 2021: $44,1972021Revenue 2022: $478,499Expenses 2022: $8,473Net Income 2022: $470,0262022Revenue 2023: $103Expenses 2023: $25,493Net Income 2023: -$25,3902023Revenue 2024: $54,587Expenses 2024: $13,057Net Income 2024: $41,5302024Revenue 2025: $101,759Expenses 2025: $9,832Net Income 2025: $91,9272025

Highlighted filing

2021

Revenue$51,447
Expenses$7,250
Net Income$44,197
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2020 to Apr 30, 2021
Signed
Aug 16, 2021
Return Version
2020v4.0
Gross Receipts
$51,447
Mission and Program Overview

Mission

SUPPORT PUBLIC LIBRARY

Balance Sheet Detail
LineBeginningEndChange
Assets
Rtn Earn Endowment Incm Other Fnds$1,224,059$1,268,256▲ $44,197
Savings and Temporary Cash Investments$38,338$34,267▼ $4,071
Total Assets$1,224,059$1,268,256▲ $44,197
Other Assets Total$1,185,721$1,233,989▲ $48,268
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,224,059$1,268,256▲ $44,197
Total Liabilities and Net Assets / Fund Balance$1,224,059$1,268,256▲ $44,197

Asset Categories

AssetBook ValueDepreciationBasis
Other Assets Org$17,186--
Compensation and Service Providers
Top Officer Pay39th percentile

Board Members and Trustees

NameTitle
Mike CarpenterPresident
Gordon AistropeDirector
Jim DavisDirector
Leann LembergerDirector
Sonja FerrellSecretary
Natalie BolinTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$11,438
Program Service Revenue
$0
Investment Income
$40,009
Other Revenue
$0
All Other Contributions
$11,438
Change in Net Assets
$44,197
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$7,250
Grants and Similar Amounts Paid$0
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Fees for Service Investment Mgmnt Fees-$6,675-$6,675
Fees for Services Accounting-$575-$575
Total Functional Expenses$0$7,250$0$7,250
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, Page 6, Part VI, Line 11B

“Form 990 available for review by board of directors prior to filing by treasurer.”

Form 990, Page 6, Part VI, Line 19

“Form 990 is available upon request at south ottumwa savings bank 320 church st, ottumwa iowa.”

Filing and Contact Details

Filer

Filer Name
Ottumwa Public Library Foundation
EIN
42-1506251
Phone
6416836543
Address
320 CHURCH ST, OTTUMWA, IA 52501

Signing Officer

Name
Natalie Bolin
Title
Treasurer
Phone
6416827541
Signed
2021-08-16
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Natalie Bolin
Voting Board Members
6
Independent Board Members
6
Employees
0
Volunteers
6

Preparer

Firm
Davis & Lewis Plc
Address
PO BOX 369, OTTUMWA, IA 52501-0369
Preparer
Keith W Lewis
Phone
6416828117
Raw XML Appendix301 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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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0525010369
ReturnHeader/PreparerPersonGrp/PhoneNum06416828117
ReturnHeader/PreparerPersonGrp/PreparationDt02021-08-18
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KEITH W LEWIS
ReturnHeader/ReturnTs02021-08-20T14:40:42-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0NATALIE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BOLIN
ReturnHeader/TaxPeriodBeginDt02020-05-01
ReturnHeader/TaxPeriodEndDt02021-04-30
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$1,268,256
Liabilities
$0
Net assets
$1,268,256
Revenue
$51,447
Expenses
$7,250
Net income
$44,197
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.85$0.00$1.85$0.10$0.01$0.09
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.75$0.00$1.75$0.05$0.01$0.04
2023Detailed filing. Detailed filing data is available for this year.$1.71$0.00$1.71$0.00$0.03$0.03
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.74$0.00$1.74$0.48$0.01$0.47
2021Detailed filing. Detailed filing data is available for this year.$1.27$0.00$1.27$0.05$0.01$0.04
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.22$0.00$1.22$0.26$0.01$0.26
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.97$0.00$0.97$0.09$0.09$0.00
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.96$0.00$0.96$0.06$0.04$0.02
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.94$0.00$0.94$0.03$0.00$0.03
2016Detailed filing. Detailed filing data is available for this year.$0.91$0.00$0.91$0.05$0.00$0.04
2015Detailed filing. Detailed filing data is available for this year.$0.87$0.00$0.87$0.05$0.00$0.05
2014Detailed filing. Detailed filing data is available for this year.$0.83$0.00$0.83$0.20$0.02$0.17
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.65$0.00$0.65$0.02
2012Summary only. Only limited summary data is available for this year.$0.64$0.00$0.64$0.02$0.02$0.01
2011Summary only. Only limited summary data is available for this year.$0.65$0.00$0.65$0.02$0.02$0.00