Civic Intelligence

West Branch Community School District Foundation

990EZ • Fiscal year 2017 • EIN 47-4695808

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 13, 2017

Organization ProfileN/A
148 N Oliphant StWest Branch, IA 52358

(319) 643-7213

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2017

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2017

Net Margin

6th percentile

-79%

Higher net margin than 6% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

39th percentile

-2.9%

Faster asset growth than 39% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

65th percentile

12%

Faster revenue growth than 65% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$193,072

Down $5,797 (-2.9%) from 2016

Net Assets

Down

$193,072

Down $5,797 (-2.9%) from 2016

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin6th percentile

Revenue

Up

$7,351

Up $788 (+12%) from 2016

Expenses

Up

$13,148

Up $3,850 (+41%) from 2016

Net Income

Down

-$5,797

Down $3,062 (-112%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth39th percentile

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

$400K$300K$200K$100K$0Assets 2016: $198,869Net Assets 2016: $198,8692016Assets 2017: $193,072Net Assets 2017: $193,0722017Assets 2018: $304,512Net Assets 2018: $304,5122018Assets 2019: $398,959Net Assets 2019: $398,9592019Assets 2020: $354,744Net Assets 2020: $354,7442020Assets 2021: $363,660Net Assets 2021: $363,6602021Assets 2022: $382,887Net Assets 2022: $382,8872022Assets 2023: $382,426Net Assets 2023: $382,4262023

Highlighted filing

2017

Assets$193,072
Liabilities-
Net Assets$193,072
Open 2017 Filing

Operations Trend

Revenue Growth65th percentile

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

$150K$100K$50K$0-$50KRevenue 2016: $6,563Expenses 2016: $9,298Net Income 2016: -$2,7352016Revenue 2017: $7,351Expenses 2017: $13,148Net Income 2017: -$5,7972017Revenue 2018: $120,420Expenses 2018: $8,980Net Income 2018: $111,4402018Revenue 2019: $104,982Expenses 2019: $10,535Net Income 2019: $94,4472019Revenue 2020: $39,979Expenses 2020: $84,194Net Income 2020: -$44,2152020Revenue 2021: $23,114Expenses 2021: $14,198Net Income 2021: $8,9162021Revenue 2022: $65,227Expenses 2022: $46,000Net Income 2022: $19,2272022Revenue 2023: $24,809Expenses 2023: $25,270Net Income 2023: -$4612023

Highlighted filing

2017

Revenue$7,351
Expenses$13,148
Net Income-$5,797
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 13, 2017
Return Version
2016v3.0
Gross Receipts
$7,351
Mission and Program Overview

Mission

Develop, maintain, and enhance educational opportunites to benefit the future focused community of learners in the school district.

Program Services

DescriptionGrantsExpenses
SCHOLARSHIPS PROVIDED TO GRADUATES OF WEST BRANCH HIGH SCHOOL.$10,400$10,400
GRANTS PROVIDED TO CLASSROOMS AT WEST BRANCH HIGH SCHOOL$1,513$1,513
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOHN HIERSEMANPresident-$0--
KAMI POPPENTrustee-$0--
KATHY KNOOPTrustee-$0--
MARISA STOUTTrustee-$0--
CHRIS BOWERTrustee-$0--
Filing and Contact Details

Filer

Filer Name
West Branch School District Foundation
EIN
47-4695808
Phone
3196437213
Address
148 N OLIPHANT ST, WEST BRANCH, IA 52358

Signing Officer

Name
Kathy Knoop
Title
Director
Phone
3196437213
Signed
2017-11-13
Discuss with paid preparer
Yes

Preparer

Firm
Chris J Kofoed PLC
Address
202 Ridge View Drive, West Branch, IA 52358
Preparer
Chris J Kofoed
Phone
3199362052
Supplemental Narrative

Additional Explanations

Form 990EZ, Part I, Line 10

“Scholarships; scholarships; high school seniors: , , , ; students, 10400.”

Form 990EZ, Part I, Line 10

“Teaching grants; classroom grants; two teachers: , , , ; district teachers, 1513.”

Raw XML Appendix150 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.

Path#Value
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0ANGELA KLINKKAMMER
IRS990EZ/BooksInCareOfDetail/PhoneNum03196437213
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0148 N OLIPHANT ST
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0WEST BRANCH
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0ID
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd052358
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0198869
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0193072
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt06520
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-5797
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0500
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0198869
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0193072
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt011913
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt07351
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0831
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0198869
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0193072
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0198869
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0193072
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt11.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt21.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt31.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt41.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt20
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JOHN HIERSEMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KAMI POPPEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2KATHY KNOOP
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MARISA STOUT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4CHRIS BOWER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TRUSTEE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0DEVELOP, MAINTAIN, AND ENHANCE EDUCATIONAL OPPORTUNITES TO BENEFIT THE FUTURE FOCUSED COMMUNITY OF LEARNERS IN THE SCHOOL DISTRICT.
IRS990EZ/PrintingPublicationsPostageAmt0735
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SCHOLARSHIPS PROVIDED TO GRADUATES OF WEST BRANCH HIGH SCHOOL.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1GRANTS PROVIDED TO CLASSROOMS AT WEST BRANCH HIGH SCHOOL
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt010400
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt11513
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt010400
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt11513
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0IA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt013148
IRS990EZ/TotalProgramServiceExpensesAmt011913
IRS990EZ/TotalRevenueAmt07351
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt06520
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt05745
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt012265
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0831
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt0818
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt01649
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0831
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0818
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt01649
IRS990ScheduleA/InvestmentIncomeCYPct00.11850
IRS990ScheduleA/InvestmentIncomePYPct00.12460
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00.88150
IRS990ScheduleA/PublicSupportPY509Pct00.87540
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt012265
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt06520
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt05745
IRS990ScheduleA/Total509Grp/TotalAmt012265
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt013914
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0SCHOLARSHIPS; SCHOLARSHIPS; HIGH SCHOOL SENIORS: , , , ; STUDENTS, 10400.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TEACHING GRANTS; CLASSROOM GRANTS; TWO TEACHERS: , , , ; DISTRICT TEACHERS, 1513.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 10
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0KATHY KNOOP
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0DIRECTOR
ReturnHeader/BusinessOfficerGrp/PhoneNum03196437213
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-11-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WEST BRANCH SCHOOL DISTRICT FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0WEST
ReturnHeader/Filer/EIN0474695808
ReturnHeader/Filer/PhoneNum03196437213
ReturnHeader/Filer/USAddress/AddressLine1Txt0148 N OLIPHANT ST
ReturnHeader/Filer/USAddress/CityNm0WEST BRANCH
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd052358
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId09E3467F9FD6F6BF3B3970577355AD6162DD9DA9D
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId09E3467F9FD6F6BF3B3970577355AD6162DD9DA9D
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0204.95.10.149
ReturnHeader/FilingSecurityInformation/IPDt02017-11-27
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm013:37:33
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Chris J Kofoed PLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0202 Ridge View Drive
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0West Branch
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd052358
ReturnHeader/PreparerPersonGrp/PhoneNum03199362052
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHRIS J KOFOED
ReturnHeader/ReturnTs02017-11-27T13:37:47-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$193,072
Liabilities
-
Net assets
$193,072
Revenue
$7,351
Expenses
$13,148
Net income
-$5,797
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Detailed filing. Detailed filing data is available for this year.$3.82$3.82$0.25$0.25$0.00
2022Detailed filing. Detailed filing data is available for this year.$3.83$3.83$0.65$0.46$0.19
2021Detailed filing. Detailed filing data is available for this year.$3.64$3.64$0.23$0.14$0.09
2020Detailed filing. Detailed filing data is available for this year.$3.55$3.55$0.40$0.84$0.44
2019Detailed filing. Detailed filing data is available for this year.$3.99$3.99$1.05$0.11$0.94
2018Detailed filing. Detailed filing data is available for this year.$3.05$3.05$1.20$0.09$1.11
2017Detailed filing. Detailed filing data is available for this year.$1.93$1.93$0.07$0.13$0.06
2016Detailed filing. Detailed filing data is available for this year.$1.99$1.99$0.07$0.09$0.03