Civic Intelligence

Caring Community Foundation Inc

990 • Fiscal year 2023 • EIN 47-4465692

Jan 01, 2023 to Dec 31, 2023 • Filed on Jul 31, 2024

PO Box 54Onaga, KS 66521-9485

(785) 764-3282

Siviq Scores

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

Liabilities / Assets

70th percentile

0.24x

Higher debt load relative to assets than 70% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

92nd percentile

1.90x

Higher debt load relative to revenue than 92% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Net Margin

91st percentile

51%

Higher net margin than 91% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

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.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2023

Asset Growth

64th percentile

10%

Faster asset growth than 64% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

71st percentile

25%

Faster revenue growth than 71% of similar nonprofits.

2023 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2022 to 2023

Assets

Up

$2,494,999

Up $236,408 (+10%) from 2022

Net Assets

Up

$1,899,680

Up $299,725 (+19%) from 2022

Liabilities

Down

$595,319

Down $63,317 (-9.6%) from 2022

Revenue

Up

$313,285

Up $61,789 (+25%) from 2022

Expenses

Up

$154,530

Up $36,644 (+31%) from 2022

Net Income

Up

$158,755

Up $25,145 (+19%) from 2022

Historical Trend

Balance Sheet Trend

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2015: $92,717Net Assets 2015: $92,7172015Assets 2016: $437,179Liabilities 2016: $33,800Net Assets 2016: $403,3792016Assets 2017: $764,219Liabilities 2017: $115,635Net Assets 2017: $648,5842017Assets 2018: $979,412Liabilities 2018: $121,720Net Assets 2018: $857,6922018Assets 2019: $1,393,275Liabilities 2019: $143,942Net Assets 2019: $1,249,3332019Assets 2020: $1,902,648Liabilities 2020: $274,467Net Assets 2020: $1,628,1812020Assets 2021: $2,300,278Liabilities 2021: $519,153Net Assets 2021: $1,781,1252021Assets 2022: $2,258,591Liabilities 2022: $658,636Net Assets 2022: $1,599,9552022Assets 2023: $2,494,999Liabilities 2023: $595,319Net Assets 2023: $1,899,6802023Assets 2024: $3,657,968Liabilities 2024: $685,929Net Assets 2024: $2,972,0392024

Highlighted filing

2023

Assets$2,494,999
Liabilities$595,319
Net Assets$1,899,680

Operations Trend

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

$1.5M$1.0M$500K$0Revenue 2015: $93,567Expenses 2015: $850Net Income 2015: $92,7172015Revenue 2016: $356,987Expenses 2016: $48,609Net Income 2016: $308,3782016Revenue 2017: $234,300Expenses 2017: $37,478Net Income 2017: $196,8222017Revenue 2018: $331,962Expenses 2018: $36,790Net Income 2018: $295,1722018Revenue 2019: $327,222Expenses 2019: $60,414Net Income 2019: $266,8082019Revenue 2020: $312,337Expenses 2020: $65,429Net Income 2020: $246,9082020Revenue 2021: $226,299Expenses 2021: $136,937Net Income 2021: $89,3622021Revenue 2022: $251,496Expenses 2022: $117,886Net Income 2022: $133,6102022Revenue 2023: $313,285Expenses 2023: $154,530Net Income 2023: $158,7552023Revenue 2024: $1,481,925Expenses 2024: $468,204Net Income 2024: $1,013,7212024

Highlighted filing

2023

Revenue$313,285
Expenses$154,530
Net Income$158,755
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Jul 31, 2024
Return Version
2023v5.0
Gross Receipts
$323,755
Mission and Program Overview

Mission

The caring community foundation is organized exclusively for charitable, religious, educational, and scientific purposes, including for such purposes, the making of distributions to organizations that qualify as exempt organizations described under section 501(c)(3) of the internal revenue code, or corresponding section of any future federal tax code.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$2,094,904$2,324,688▲ $229,784
Pledges and Grants Receivable$79,789$107,367▲ $27,578
Cash and Non-Interest-Bearing Accounts$74,747$62,944▼ $11,803
Accounts Receivable$3,151--
Total Assets$2,258,591$2,494,999▲ $236,408
Other Assets Total$6,000--
Liabilities
Other Liabilities$617,484$544,749▼ $72,735
Grants Payable$35,535$37,672▲ $2,137
Accounts Payable and Accrued Expenses$5,617$12,898▲ $7,281
Total Liabilities$658,636$595,319▼ $63,317
Net Assets / Fund Balance
Net Assets With Donor Restrictions$1,208,338$1,398,650▲ $190,312
Net Assets Without Donor Restrictions$391,617$501,030▲ $109,413
Total Net Assets Fund Balance$1,599,955$1,899,680▲ $299,725
Total Liabilities and Net Assets / Fund Balance$2,258,591$2,494,999▲ $236,408

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2023$815,723$70,944▲ $93,161-$948,223
2022$953,425$55,974▼ $147,993-$815,723
2021$858,306$64,997▲ $79,837-$953,425
2020$585,802$208,567▲ $81,227-$858,306
2019$389,917$138,876▲ $73,148-$585,802
Compensation and Service Providers

Board Members and Trustees

NameTitle
Jay RezacPresident
Carol PollockBoard Member
John SimekcaBoard Member
Kassidy NelsonBoard Member
Nicholas NovellyBoard Member
Rebecca RookstoolBoard Member
Todd SheppardBoard Member
Jim MooreTreasurer
Eugene BergesVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$227,999
Program Service Revenue
$0
Investment Income
$64,483
Other Revenue
$20,803
All Other Contributions
$147,702
Change in Net Assets
$158,755
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$119,365
Other Expenses$35,165
Total Fundraising Expense$1,386
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$95,465--$95,465
Grants to Domestic Individuals$23,900--$23,900
Fees for Service Investment Mgmnt Fees-$9,712-$9,712
Fees for Services Management$6,150$2,050-$8,200
Advertising$4,294-$1,386$5,680
Fees for Services Accounting-$5,130-$5,130
Occupancy-$2,910-$2,910
Office Expenses-$1,789-$1,789
Other Expenses-$1,549-$1,549
Travel$77$78-$155
Fees for Services Other-$40-$40
Total Functional Expenses$129,886$23,258$1,386$154,530
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Pottawatomie County Fair---$33,500
Dolly Parton Imagination Onaga---$10,033
Community Hospital District 1--Infusion Room$9,496
Unified School District 322--Improvements/equip$7,000
Fundraising, Events, and Gaming
Fundraising activities
Yes
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Fundraising Gross Income$23,629
Fundraising Direct Expenses$10,470
Professional Fundraising Fees$0

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Auction$36,624$21,129$800$20,329
Care Catalog$67,302$2,500$306$2,194
Total Events$103,926$23,629$10,470$13,159
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Agency Funds$544,749
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
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, Page 6, Part VI, Line 11B

No review was or will be conducted.

Form 990, Page 6, Part VI, Line 12C

Annually each trustee shall complete a disclosure form identifying any relationships, positions, or circumstances in which she/he is involved that he or she believes could contribute to a conflict of interest.

Form 990, Page 6, Part VI, Line 19

No documents available to the public

Filing and Contact Details

Filer

Filer Name
Caring Community Foundation Inc
EIN
47-4465692
Phone
7857643282
Address
PO BOX 54, ONAGA, KS 66521-9485

Signing Officer

Name
Susanne G Kufahl
Title
Executive Director
Phone
7858895133
Signed
2024-07-31
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Jay Rezac
Formed
2015
Legal Domicile
Ks
Voting Board Members
9
Independent Board Members
9
Employees
0

Preparer

Firm
Reese & Novelly Pa
Address
514 LINCOLN, WAMEGO, KS 66547
Preparer
Benjamin L Schoenberger CPA
Phone
7854562000
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

The caring community foundation is organized exclusively for charitable, religious, educational, and scientific purposes, including for such purposes, the making of distributions to organizations that qualify as exempt organizations described under section 501(c)(3) of the internal revenue code, or corresponding section of any future federal tax code.

Form 990, Page 2, Part III, Line 4D

Raised funds according to the organzation's mission statement.

Financial Statement Notes

Schedule D, Page 2, Part V, Line 4

Scholarships and grants to local governments and non-profits for community needs.

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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt0278635
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt01009775
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt065640
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IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt081186
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt025151
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IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt0262367
IRS990ScheduleA/GrossReceiptsRltdActivitiesAmt0113292
IRS990ScheduleA/OtherIncome170Grp/CurrentTaxYearAmt021129
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IRS990ScheduleA/OtherIncome170Grp/TotalAmt056661
IRS990ScheduleA/PublicSupportCY170Pct00.74600
IRS990ScheduleA/PublicSupportPY170Pct00.81070
IRS990ScheduleA/PublicSupportTotal170Amt0994405
IRS990ScheduleA/SubstantialContributorsTotAmt015370
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt0217475
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt01009775
IRS990ScheduleA/TotalSupportAmt01332997
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearAmt01194
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
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IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt070944
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt0948223
IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt020471
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt093161
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/AdministrativeExpensesAmt010603
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IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt055974
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt0815723
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt035080
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-147993
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/AdministrativeExpensesAmt012316
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt0858306
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt064997
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IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/AdministrativeExpensesAmt05589
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IRS990ScheduleD/CYMinus4YrEndwmtFundGrp/GrantsOrScholarshipsAmt010550
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IRS990ScheduleD/DonorAdvisedFundsGrantsAmt03400
IRS990ScheduleD/DonorAdvisedFundsHeldCnt03
IRS990ScheduleD/DonorAdvisedFundsVlEOYAmt0302628
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IRS990ScheduleD/FundsAndOtherAccountsContriAmt0128370
IRS990ScheduleD/FundsAndOtherAccountsGrantsAmt071463
IRS990ScheduleD/FundsAndOtherAccountsHeldCnt028
IRS990ScheduleD/FundsAndOtherAccountsVlEOYAmt01096022
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt0544749
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0AGENCY FUNDS
IRS990ScheduleD/PrmnntEndowmentBalanceEOYPct01.00000
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0SCHOLARSHIPS AND GRANTS TO LOCAL GOVERNMENTS AND NON-PROFITS FOR COMMUNITY NEEDS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 2, PART V, LINE 4
IRS990ScheduleD/TotalLiabilityAmt0544749
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IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0AUCTION
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IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt14000
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IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt32500
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt4500
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt52000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt61500
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt72000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt84000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt91500
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/CashGrantAmt102000
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS - STALLARD
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt1SCHOLARSHIPS - BYERS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt2SCHOLARSHIPS - MOORE
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt3SCHOLARSHIPS - WESTY
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt4SCHOLARSHIPS - CHD
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt5SCHOLARSHIPS - KROUSE
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt6SCHOLARSHIPS - ONAGA ALUM
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt7SCHOLARSHIPS - ROSENFELD
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt8SCHOLARSHIPS - CHCS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt9SCHOLARSHIPS - SMHS ALUM
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt10SCHOLARSHIPS - WILKERSON
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt02
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt14
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt23
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt35
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt41
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt52
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt63
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt72
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt84
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt93
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt104
IRS990ScheduleI/RecipientTable/CashGrantAmt09496
IRS990ScheduleI/RecipientTable/CashGrantAmt17000

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