Civic Intelligence

Catholic Foundation for the Archdiocese of Dubuque

990 • Fiscal year 2018 • EIN 45-1740219

Jul 01, 2017 to Jun 30, 2018 • Filed on May 13, 2019

Organization Profilewww.ourcatholicfoundation.org
1229 Mt Loretta AveDubuque, IA 52003

(319) 261-1031

Siviq Scores

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

Liabilities / Assets

40th percentile

0.19x

Higher debt load relative to assets than 40% of similar nonprofits.

2018 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2018

Liabilities / Revenue

52nd percentile

0.42x

Higher debt load relative to revenue than 52% of similar nonprofits.

2018 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2018

Net Margin

99th percentile

96%

Higher net margin than 99% of similar nonprofits.

2018 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2018

Top Officer Pay

10th percentile

$137,659

Higher top officer pay than 10% of similar nonprofits.

Top officer pay equals 0.3% of source-year revenue.

2018 filings • 501(c)3 • $50M-$100M nonprofits • Source year 2018

Asset Growth

98th percentile

95%

Faster asset growth than 98% of similar nonprofits.

2018 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2017 to 2018

Revenue Growth

99th percentile

419%

Faster revenue growth than 99% of similar nonprofits.

2018 filings • 501(c)3 • $50M-$100M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets40th percentile

Assets

Up

$86,986,888

Up $42,459,482 (+95%) from 2017

Net Assets

Up

$70,273,367

Up $39,560,086 (+129%) from 2017

Liabilities

Up

$16,713,521

Up $2,899,396 (+21%) from 2017

Revenue And Expenses
Liabilities / Revenue52nd percentileNet Margin99th percentile

Revenue

Up

$40,031,402

Up $32,320,180 (+419%) from 2017

Expenses

Up

$1,476,118

Up $621,854 (+73%) from 2017

Net Income

Up

$38,555,284

Up $31,698,326 (+462%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth98th percentile

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

$200M$150M$100M$50M$0-$50MAssets 2011: $124,976Liabilities 2011: $165,8422011Assets 2012: $144,476Liabilities 2012: $214,431Net Assets 2012: -$69,9552012Assets 2013: $8,581,261Liabilities 2013: $2,054,136Net Assets 2013: $6,527,1252013Assets 2014: $19,463,217Liabilities 2014: $6,759,980Net Assets 2014: $12,703,2372014Assets 2015: $24,095,724Liabilities 2015: $7,924,806Net Assets 2015: $16,170,9182015Assets 2016: $32,094,636Liabilities 2016: $11,023,625Net Assets 2016: $21,071,0112016Assets 2017: $44,527,406Liabilities 2017: $13,814,125Net Assets 2017: $30,713,2812017Assets 2018: $86,986,888Liabilities 2018: $16,713,521Net Assets 2018: $70,273,3672018Assets 2019: $101,185,338Liabilities 2019: $18,777,660Net Assets 2019: $82,407,6782019Assets 2020: $105,423,795Liabilities 2020: $20,393,737Net Assets 2020: $85,030,0582020Assets 2021: $141,044,047Liabilities 2021: $28,080,366Net Assets 2021: $112,963,6812021Assets 2022: $127,453,113Liabilities 2022: $26,927,678Net Assets 2022: $100,525,4352022Assets 2023: $146,802,110Liabilities 2023: $33,212,644Net Assets 2023: $113,589,4662023Assets 2024: $164,181,885Liabilities 2024: $33,743,862Net Assets 2024: $130,438,0232024

Highlighted filing

2018

Assets$86,986,888
Liabilities$16,713,521
Net Assets$70,273,367
Open 2018 Filing

Operations Trend

Revenue Growth99th percentile

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

$60M$40M$20M$0-$20MRevenue 2011: $1Expenses 2011: $40,867Net Income 2011: -$40,8662011Revenue 2012: $210,210Expenses 2012: $239,300Net Income 2012: -$29,0902012Revenue 2013: $6,735,189Expenses 2013: $229,103Net Income 2013: $6,506,0862013Revenue 2014: $5,467,209Expenses 2014: $360,078Net Income 2014: $5,107,1312014Revenue 2015: $4,257,470Expenses 2015: $515,666Net Income 2015: $3,741,8042015Revenue 2016: $5,605,042Expenses 2016: $654,293Net Income 2016: $4,950,7492016Revenue 2017: $7,711,222Expenses 2017: $854,264Net Income 2017: $6,856,9582017Revenue 2018: $40,031,402Expenses 2018: $1,476,118Net Income 2018: $38,555,2842018Revenue 2019: $22,880,272Expenses 2019: $2,374,259Net Income 2019: $20,506,0132019Revenue 2020: $6,883,183Expenses 2020: $3,386,914Net Income 2020: $3,496,2692020Revenue 2021: $11,779,582Expenses 2021: $3,796,187Net Income 2021: $7,983,3952021Revenue 2022: $10,700,862Expenses 2022: $4,254,268Net Income 2022: $6,446,5942022Revenue 2023: $10,110,575Expenses 2023: $3,590,839Net Income 2023: $6,519,7362023Revenue 2024: $11,589,032Expenses 2024: $5,398,282Net Income 2024: $6,190,7502024

Highlighted filing

2018

Revenue$40,031,402
Expenses$1,476,118
Net Income$38,555,284
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
May 13, 2019
Return Version
2017v2.3
Gross Receipts
$43,235,681
Mission and Program Overview

Mission

In Christ, The Catholic Foundation for the Archdiocese of Dubuque assists donors to provide for the long-term needs of the Archdiocese of Dubuque. As such, our mission statement is: Endow Lasting Transformation.

Encourage financial stewardship and generosity by providing an avenue for faith-based giving

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$36,071,196$71,316,653▲ $35,245,457
Investments Other Securities$7,147,559$14,351,799▲ $7,204,240
Savings and Temporary Cash Investments$1,308,252$1,292,133▼ $16,119
Accounts Receivable-$26,250-
Land, Buildings, and Equipment, Net$399$53▼ $346
Total Assets$44,527,406$86,986,888▲ $42,459,482
Liabilities
Escrow Account Liability$13,564,211$16,560,581▲ $2,996,370
Unsecured Notes Loans Payable$216,036$136,536▼ $79,500
Accounts Payable and Accrued Expenses$33,878$16,404▼ $17,474
Total Liabilities$13,814,125$16,713,521▲ $2,899,396
Net Assets / Fund Balance
Unrestricted Net Assets$30,470,900$70,024,733▲ $39,553,833
Temporarily Rstr Net Assets$242,381$248,634▲ $6,253
Total Net Assets Fund Balance$30,713,281$70,273,367▲ $39,560,086
Total Liabilities and Net Assets / Fund Balance$44,527,406$86,986,888▲ $42,459,482

Asset Categories

AssetBook ValueDepreciationBasis
Equipment$53$2,883$2,936
Other Securities$10,351,799--
Compensation and Service Providers
Top Officer Pay10th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Jeff HendersonPresidentPT$131,140$6,519$137,659

Board Members and Trustees

NameTitle
Steve DugganChair
Barb PottsDirector
Brian KaneDirector
Ken KeuneDirector
Maureen KenneyDirector
Michele BrockDirector
Most Rev Michael JackelsDirector
Richard NelsonDirector
Anne CunninghamSecretary
Richard RundeTreasurer (non-voting)
Revenue and Support

Revenue Composition

Contributions and Grants
$37,906,997
Program Service Revenue
$422,658
Investment Income
$1,701,747
Other Revenue
$0
All Other Contributions
$37,906,997
Change in Net Assets
$38,555,284

Audited Revenue Reconciliation

Revenue per Audited Statements
$429,706
Revenue Not Reported on Financial Statements
$39,601,696
Revenue Not Reported on Form 990
$8,868
Other Revenue Adjustments
$39,601,696
Total Revenue per Audited Statements
$438,574
Total Revenue per Form 990
$40,031,402
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$937,342
Other Expenses$538,776
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$937,342--$937,342
Fees for Service Investment Mgmnt Fees-$398,014-$398,014
Fees for Services Other-$120,501-$120,501
Fees for Services Accounting-$7,710-$7,710
Office Expenses$2,914--$2,914
Interest$2,884--$2,884
Fees for Services Legal-$2,400-$2,400
Advertising-$2,188-$2,188
Insurance$1,295--$1,295
Travel$452--$452
Depreciation Depletion$346--$346
All Other Expenses$72--$72
Total Functional Expenses$945,305$530,813$0$1,476,118

Audited Expense Reconciliation

Line ItemAmount
Total Expenses per Form 990$1,476,118
Expenses Not Reported on Financial Statements$1,285,694
Other Expense Adjustments$1,285,694
Expenses per Audited Statements$190,424
Total Expenses per Audited Statements$190,424
Expenses Not Reported on Form 990$0
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Archdiocese of Dubuque Seminarian EducationDubuque, IA501(c)(3)Endowment$196,753
Holy FamilyNew Hampton, IA501(c)(3)Endowment$84,277
Blessed Sacrament ChurchWaterloo, IA501(c)(3)Endowment$63,626
All Saints ParishCedar Rapids, IA501(c)(3)Endowment$59,609
Catholic Cemeteries of WaterlooWaterloo, IA501(c)(3)Endowment$42,087
Mt Calvary Cemetery AssociationCedar Rapids, IA501(c)(3)Endowment$38,872
St Joseph ParishMarion, IA501(c)(3)Endowment$33,826
Holy Spirit ParishDubuque, IA501(c)(3)Endowment$25,958
Archdiocese of DubuqueDubuque, IA501(c)(3)Endowment$22,354
St Raphael CathedralDubuque, IA501(c)(3)Endowment$21,907
Calvary Cemetery AssociationCharles City, IA501(c)(3)Endowment$20,749
St PatrickCedar Falls, IA501(c)(3)Endowment$20,492
Cedar Valley Catholic SchoolsWaterloo, IA501(c)(3)Endowment$16,725
St Stephen the Witness Catholic Student CenterCedar Rapids, IA501(c)(3)Endowment$16,605
Aquin Catholic Elementary SchoolCascade, IA501(c)(3)Endowment$15,000
Mt Olivet Cemetery AssociationDubuque, IA501(c)(3)Endowment$14,021
Seton Catholic SchoolsFarley, IA501(c)(3)Endowment$14,006
MtCalvary Cemetery DubuqueDubuque, IA501(c)(3)Endowment$13,074
St Thomas Aquinas ChurchAmes, IA501(c)(3)Endowment$13,028
St Anthony ChurchDubuque, IA501(c)(3)Endowment$12,832
Immaculate Conception ChurchCharles City, IA501(c)(3)Endowment$12,488
Sacred Heart Church MaquoketaMaquoketa, IA501(c)(3)Endowment$12,104
Buttlet Estate Educational EndowmentBellevue, IA501(c)(3)Endowment$11,613
St Patrick Catholic ChurchWaukon, IA501(c)(3)Education$9,499
St Francis CemeteryDyersville, IA501(c)(3)Endowment$9,127
Sacred Heart ChurchEagle Grove, IA501(c)(3)Endowment$9,011
St Matthias ParishCascade, IA501(c)(3)Endowment$8,098
St Jude ChurchCedar Rapids, IA501(c)(3)Endowment$7,426
Holy Family CemeteryNew Hampton, IA501(c)(3)Endowment$7,216
St Luke's ChurchProtivin, IA501(c)(3)Endowment$6,089
St Peter and Paul ChurchSpringbrook, IA501(c)(3)Endowment$6,000
St Francis DeSales Parish EducationCalmar, IA501(c)(3)Endowment$5,017
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
Annual disclosure for covered persons
Yes
Audit committee
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
Yes
CEO compensation reviewed
No
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 A, line 1

“The Executive Committee consists of a total of three members, the current Chair of the Board of Directors and two additional members. The Executive Committee has the authority to act on behalf of the Board of Directors of the Corporation. Action by the Executive Committee requires the affirmative vote of two-thirds of all duly appointed members.”

Form 990, Part VI, Section A, line 2

“Most. Rev. Michael Jackels, Rick Runde, and Jeff Henderson have a business relationship.”

Form 990, Part VI, Section B, line 11B

“Each Board of Director is provided a copy of the Form 990 before it is filed. The Form 990 is reviewed by the President and Treasurer.”

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

“The conflict of interest policy establishes the required Board process for entertaining and voting upon any proposed transaction, compensation, gift or other financial arrangement between the Organization and any "interested person" who has a duality of interest or potential conflict with respect to any such transaction, compensation, gift or other financial arrangement. On an annual basis, each interested person signs an affirmation acknowledging his or her receipt of such policy and agreement to abide by its terms. The completed policies are reviewed and discussed by the Board. Any interested person with a conflict is not allowed to vote on the matter.”

Form 990, Part VI, Section B, line 15

“The President of the organization is compensated by the Archdiocese of Dubuque, an unrelated, tax exempt organization. The Archdiocese of Dubuque has processes in place to determine compensation.”

Form 990, Part VI, Section C, line 19

“The Organization's governing documents, conflict of interest policy, and financial statements are available to the public upon request.”

Filing and Contact Details

Filer

Filer Name
Catholic Foundation for the Archdiocese
EIN
45-1740219
Phone
3192611031
Address
1229 Mt Loretta Ave, Dubuque, IA 52003

Signing Officer

Name
Jeff Henderson
Title
President
Phone
3192611031
Signed
2019-05-13
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jeff Henderson
Formed
2011
Legal Domicile
Ia
Voting Board Members
9
Independent Board Members
9
Employees
0
Volunteers
9

Preparer

Firm
Eide Bailly Llp
Address
1545 ASSOCIATES DR STE 101, DUBUQUE, IA 52002
Preparer
Carmen Krantz
Phone
5635561790
Supplemental Narrative

Financial Statement Notes

Part IV, Line 2B:

“Funds Held in Trust represents funds that have been transferred to the Foundation, but ownership is retained by the Trustor. Investment income and distributions of these funds are not considered revenues or expenses of the Foundation.”

Part X, Line 2:

“The Foundation is organized as an Iowa non-profit corporation and has been recognized by the Internal Revenue Service as exempt from federal income taxes under Section 501(a) of the Internal Revenue Code as an organization described in Section 501(c)(3). The Foundation is annually required to file a Return of Organization Exempt from Income tax (Form 990) with the IRS. In addition, the Foundation is subject to income tax on net income that is derived from business activities that are unrelated to its exempt purposes. The Foundation has determined it is not subject to unrelated business income tax and has not filed an Exempt Organization Business Income Tax Return (Form 990-T) with the IRS. The Foundation believes that it has appropriate support for any tax positions taken affecting its annual filing requirements, and as such, does not have any uncertain tax positions that are material to the financial statements. The Foundation would recognize future accrued interest and penalties related to unrecognized tax benefits and liabilities in income tax expense if such interest and penalties are incurred. For tax purposes, the activity (i.e., contributions and grants) of agency endowments that are subject to variance power will be reflected as changes in net assets on the Form 990.”

Part XI, Line 4B - Other Adjustments:

“Designated funds recorded in revenue as contributions on Form 990 37,906,973. Interest income on designated funds recorded as revenue on Form 990 1,132,166. Realized gain on designated funds recorded as revenue on Form 990 562,557.”

Part XII, Line 4B - Other Adjustments:

“Designated endowment expenses recorded in functional expenses on Form 990 356,539. Grants recorded in functional expenses on Form 990 929,155.”

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IRS990/Form990PartVIISectionAGrp/PersonNm7Richard Nelson
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IRS990/Form990PartVIISectionAGrp/TitleTxt1Secretary
IRS990/Form990PartVIISectionAGrp/TitleTxt2Director
IRS990/Form990PartVIISectionAGrp/TitleTxt3Director
IRS990/Form990PartVIISectionAGrp/TitleTxt4Director
IRS990/Form990PartVIISectionAGrp/TitleTxt5Director
IRS990/Form990PartVIISectionAGrp/TitleTxt6Director
IRS990/Form990PartVIISectionAGrp/TitleTxt7Director
IRS990/Form990PartVIISectionAGrp/TitleTxt8Director
IRS990/Form990PartVIISectionAGrp/TitleTxt9Treasurer (non-voting)
IRS990/Form990PartVIISectionAGrp/TitleTxt10President
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr02011
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedBasisGrp/SeparateBasisFinclStmtInd0X
IRS990/FSAuditedInd01
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt0565039
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt09
IRS990/GrantAmt0937342
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0937342
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0937342
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt03769318
IRS990/GrossReceiptsAmt043235681
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd01
IRS990/IndependentAuditFinclStmtInd01
IRS990/IndependentVotingMemberCnt09
IRS990/IndivRcvdGreaterThan100KCnt01
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InsuranceGrp/ProgramServicesAmt01295
IRS990/InsuranceGrp/TotalAmt01295
IRS990/InterestGrp/ProgramServicesAmt02884
IRS990/InterestGrp/TotalAmt02884
IRS990/InvestmentIncomeGrp/ExclusionAmt01136708
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt01136708
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsOtherSecuritiesGrp/BOYAmt07147559
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt014351799
IRS990/InvestmentsPubTradedSecGrp/BOYAmt036071196
IRS990/InvestmentsPubTradedSecGrp/EOYAmt071316653
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt02883
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0399
IRS990/LandBldgEquipBasisNetGrp/EOYAmt053
IRS990/LandBldgEquipCostOrOtherBssAmt02936
IRS990/LegalDomicileStateCd0IA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt03204279
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingAccrualInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0In Christ, The Catholic Foundation for the Archdiocese of Dubuque assists donors to provide for the long-term needs of the Archdiocese of Dubuque. As such, our mission statement is: Endow Lasting Transformation.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt030713281
IRS990/NetAssetsOrFundBalancesEOYAmt070273367
IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt0565039
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0565039
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NetUnrlzdGainsLossesInvstAmt01004802
IRS990/NondeductibleContributionsInd00
IRS990/OfficeExpensesGrp/ProgramServicesAmt02914
IRS990/OfficeExpensesGrp/TotalAmt02914
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0Jeff Henderson
IRS990/ProfessionalFundraisingInd00
IRS990/ProgramServiceRevenueGrp/BusinessCd0561000
IRS990/ProgramServiceRevenueGrp/BusinessCd1561000
IRS990/ProgramServiceRevenueGrp/Desc0Administration Fees
IRS990/ProgramServiceRevenueGrp/Desc1Management Fees
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt0421991
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt1662
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt0421991
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt1662
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt07143693
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt0560050
IRS990/PYInvestmentIncomeAmt0334460
IRS990/PYOtherExpensesAmt0294214
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt0233069
IRS990/PYRevenuesLessExpensesAmt06856958
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt0854264
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt07711222
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt038555284
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd00
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd01
IRS990/ReportLandBuildingEquipmentInd01
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/RevenueAmt0422658
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01308252
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01292133
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt037906997
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt07143693
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt05180783
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt03782751
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt05032843
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt059047067
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt01136708
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0497467
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0481345
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0360622
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt0225853
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt02701995
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt0422658
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt0233069
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt0164639
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt0129358
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt0187152
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt01136876
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt01136708
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0497467
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0481345
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0360622
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt0225853
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt02701995
IRS990ScheduleA/InvestmentIncomeCYPct00.04300
IRS990ScheduleA/InvestmentIncomePYPct00.05340
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.95700
IRS990ScheduleA/PublicSupportPY509Pct00.94660
IRS990ScheduleA/PublicSupportTotal509Amt060183943
IRS990ScheduleA/SubstAndDsqlfyPrsnsTotGrp/TotalAmt00
IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt038329655
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt07376762
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt05345422
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt03912109
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt05219995
IRS990ScheduleA/Total509Grp/TotalAmt060183943
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt039466363
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt07874229
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt05826767
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt04272731
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt05445848
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt062885938
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/AgentTrusteeEtcInd00
IRS990ScheduleD/EquipmentGrp/BookValueAmt053
IRS990ScheduleD/EquipmentGrp/DepreciationAmt02883
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt02936
IRS990ScheduleD/ExpensesNotReportedAmt00
IRS990ScheduleD/ExpensesNotRptFinclStmtAmt01285694
IRS990ScheduleD/ExpensesSubtotalAmt0190424
IRS990ScheduleD/ExplanationProvidedInd0X
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd01
IRS990ScheduleD/NetUnrealizedGainsInvstAmt08868
IRS990ScheduleD/OtherExpensesNotIncludedAmt01285694
IRS990ScheduleD/OtherRevenuesNotIncludedAmt039601696
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt04000000
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt110351799
IRS990ScheduleD/OtherSecuritiesGrp/Desc0Annuity/life insurance
IRS990ScheduleD/OtherSecuritiesGrp/Desc1Alternative investments trust
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0F
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd1F
IRS990ScheduleD/RevenueNotReportedAmt08868
IRS990ScheduleD/RevenueNotReportedFinclStmtAmt039601696
IRS990ScheduleD/RevenueSubtotalAmt0429706
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0Funds Held in Trust represents funds that have been transferred to the Foundation, but ownership is retained by the Trustor. Investment income and distributions of these funds are not considered revenues or expenses of the Foundation.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1The Foundation is organized as an Iowa non-profit corporation and has been recognized by the Internal Revenue Service as exempt from federal income taxes under Section 501(a) of the Internal Revenue Code as an organization described in Section 501(c)(3). The Foundation is annually required to file a Return of Organization Exempt from Income tax (Form 990) with the IRS. In addition, the Foundation is subject to income tax on net income that is derived from business activities that are unrelated to its exempt purposes. The Foundation has determined it is not subject to unrelated business income tax and has not filed an Exempt Organization Business Income Tax Return (Form 990-T) with the IRS. The Foundation believes that it has appropriate support for any tax positions taken affecting its annual filing requirements, and as such, does not have any uncertain tax positions that are material to the financial statements. The Foundation would recognize future accrued interest and penalties related to unrecognized tax benefits and liabilities in income tax expense if such interest and penalties are incurred. For tax purposes, the activity (i.e., contributions and grants) of agency endowments that are subject to variance power will be reflected as changes in net assets on the Form 990.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt2Designated funds recorded in revenue as contributions on Form 990 37,906,973. Interest income on designated funds recorded as revenue on Form 990 1,132,166. Realized gain on designated funds recorded as revenue on Form 990 562,557.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt3Designated endowment expenses recorded in functional expenses on Form 990 356,539. Grants recorded in functional expenses on Form 990 929,155.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0Part IV, Line 2b:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1Part X, Line 2:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc2Part XI, Line 4b - Other Adjustments:
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc3Part XII, Line 4b - Other Adjustments:
IRS990ScheduleD/TotalBookValueLandBuildingsAmt053
IRS990ScheduleD/TotalBookValueSecuritiesAmt014351799
IRS990ScheduleD/TotalExpensesPerForm990Amt01476118
IRS990ScheduleD/TotalRevenuePerForm990Amt040031402
IRS990ScheduleD/TotalRevEtcAuditedFinclStmtAmt0438574
IRS990ScheduleD/TotExpnsEtcAuditedFinclStmtAmt0190424
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt0196753
IRS990ScheduleI/RecipientTable/CashGrantAmt163626
IRS990ScheduleI/RecipientTable/CashGrantAmt225958
IRS990ScheduleI/RecipientTable/CashGrantAmt37426
IRS990ScheduleI/RecipientTable/CashGrantAmt413028
IRS990ScheduleI/RecipientTable/CashGrantAmt59499
IRS990ScheduleI/RecipientTable/CashGrantAmt67216
IRS990ScheduleI/RecipientTable/CashGrantAmt715000
IRS990ScheduleI/RecipientTable/CashGrantAmt816605
IRS990ScheduleI/RecipientTable/CashGrantAmt99011
IRS990ScheduleI/RecipientTable/CashGrantAmt1021907
IRS990ScheduleI/RecipientTable/CashGrantAmt1111613
IRS990ScheduleI/RecipientTable/CashGrantAmt1214006
IRS990ScheduleI/RecipientTable/CashGrantAmt1338872
IRS990ScheduleI/RecipientTable/CashGrantAmt1442087
IRS990ScheduleI/RecipientTable/CashGrantAmt1512104
IRS990ScheduleI/RecipientTable/CashGrantAmt1613074
IRS990ScheduleI/RecipientTable/CashGrantAmt176089
IRS990ScheduleI/RecipientTable/CashGrantAmt188098
IRS990ScheduleI/RecipientTable/CashGrantAmt1912832
IRS990ScheduleI/RecipientTable/CashGrantAmt206000
IRS990ScheduleI/RecipientTable/CashGrantAmt2159609
IRS990ScheduleI/RecipientTable/CashGrantAmt225017
IRS990ScheduleI/RecipientTable/CashGrantAmt2316725
IRS990ScheduleI/RecipientTable/CashGrantAmt2412488
IRS990ScheduleI/RecipientTable/CashGrantAmt2514021
IRS990ScheduleI/RecipientTable/CashGrantAmt269127
IRS990ScheduleI/RecipientTable/CashGrantAmt2733826
IRS990ScheduleI/RecipientTable/CashGrantAmt2822354
IRS990ScheduleI/RecipientTable/CashGrantAmt2920749
IRS990ScheduleI/RecipientTable/CashGrantAmt3084277
IRS990ScheduleI/RecipientTable/CashGrantAmt3120492
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(c)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(c)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc2501(c)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc3501(c)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc4501(c)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc5501(c)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc6501(c)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc7501(c)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc8501(c)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc9501(c)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc10501(c)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc11501(c)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc12501(c)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc13501(c)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc14501(c)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc15501(c)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc16501(c)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc17501(c)(3)

Document Assets

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Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$86,986,888
Liabilities
$16,713,521
Net assets
$70,273,367
Revenue
$40,031,402
Expenses
$1,476,118
Net income
$38,555,284
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$164$33.7$130$11.6$5.40$6.19
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$147$33.2$114$10.1$3.59$6.52
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$127$26.9$101$10.7$4.25$6.45
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$141$28.1$113$11.8$3.80$7.98
2020Facts available. Structured filing facts are available, but richer extracted sections are limited.$105$20.4$85.0$6.88$3.39$3.50
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$101$18.8$82.4$22.9$2.37$20.5
2018Detailed filing. Detailed filing data is available for this year.$87.0$16.7$70.3$40.0$1.48$38.6
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$44.5$13.8$30.7$7.71$0.85$6.86
2016Detailed filing. Detailed filing data is available for this year.$32.1$11.0$21.1$5.61$0.65$4.95
2015Detailed filing. Detailed filing data is available for this year.$24.1$7.92$16.2$4.26$0.52$3.74
2014Detailed filing. Detailed filing data is available for this year.$19.5$6.76$12.7$5.47$0.36$5.11
2013Summary only. Only limited summary data is available for this year.$8.58$2.05$6.53$6.74$0.23$6.51
2012Summary only. Only limited summary data is available for this year.$0.14$0.21$0.07$0.21$0.24$0.03
2011Summary only. Only limited summary data is available for this year.$0.12$0.17$0.00$0.04$0.04
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2018 filings • 501(c)3 • $50M-$100M nonprofits