Civic Intelligence

West Branch Community School District Foundation

990EZ • Fiscal year 2016 • EIN 47-4695808

Jul 01, 2015 to Jun 30, 2016 • Filed on Oct 24, 2016

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 2016

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2016

Net Margin

9th percentile

-42%

Higher net margin than 9% of similar nonprofits.

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

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

2016 filings • 501(c)3 • <$500k nonprofits • Source year 2016

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2016

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2016

Assets

$198,869

No earlier filing loaded for comparison.

Net Assets

$198,869

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue

$6,563

No earlier filing loaded for comparison.

Expenses

$9,298

No earlier filing loaded for comparison.

Net Income

-$2,735

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

2016

Assets$198,869
Liabilities-
Net Assets$198,869

Operations Trend

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

2016

Revenue$6,563
Expenses$9,298
Net Income-$2,735
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Oct 24, 2016
Return Version
2015v3.0
Gross Receipts
$6,563
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 15 GRADUATES OF WEST BRANCH HIGH SCHOOL.$7,700$7,700
Compensation and Service Providers

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
John Hierseman
Title
President
Phone
3196437213
Signed
2016-10-24
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

College scholarships; scholarship award; adam o'neil: , west branch, ia, 52358; student, 300.

Form 990EZ, Part I, Line 10

College scholarship; scholarship award; tanner lodge: , west branch, ia, 52358; student, 200.

Form 990EZ, Part I, Line 10

College scholarship; scholarship award; becky blaalid: , west branch, ia, 52358; student, 400.

Form 990EZ, Part I, Line 10

College scholarship; scholarship award; bradley arp: , west branch, ia, 52358; student, 500.

Form 990EZ, Part I, Line 10

College scholarship; scholarship award; morgan stoolman: , west branch, ia, 52358; student, 1250.

Form 990EZ, Part I, Line 10

College scholarship; scholarship award; matt mcilrath: , west branch, ia, 52358; student, 500.

Form 990EZ, Part I, Line 10

College scholarship; scholarship award; rachel hahn: , west branch, ia, 52358; student, 500.

Form 990EZ, Part I, Line 10

College scholarship; scholarship award; shelby hourigan: , west branch, ia, 52358; student, 400.

Form 990EZ, Part I, Line 10

College scholarship; scholarship award; jacob gingerich: , west branch, ia, 52358; student, 700.

Form 990EZ, Part I, Line 10

College scholarship; scholarship award; madison harpole: , west branch, ia, 52358; student, 1000.

Form 990EZ, Part I, Line 10

College scholarship; scholarship award; sam aspelmeier: , west branch, ia, 52358; student, 400.

Form 990EZ, Part I, Line 10

College scholarship; scholarship award; brock cecil: , west branch, ia, 52358; student, 150.

Form 990EZ, Part I, Line 10

College scholarship; scholarship award; leah mccune: , west branch, ia, 52358; student, 600.

Form 990EZ, Part I, Line 10

College scholarship; scholarship award; nick wescott: , west branch, ia, 52358; student, 500.

Form 990EZ, Part I, Line 10

College scholarship; scholarship award; megan tadlock: , west branch, ia, 52358; student, 300.

Raw XML Appendix161 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/BOYAmt0201604
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt0198869
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/ContributionsGiftsGrantsEtcAmt05745
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-2735
IRS990EZ/FeesAndOtherPymtToIndCntrctAmt0525
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0201604
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0198869
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GainOrLossFromSaleOfAssetsAmt00
IRS990EZ/GamingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt07700
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt06563
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitialReturnInd0X
IRS990EZ/InvestmentIncomeAmt0818
IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MembershipDuesAmt00
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0201604
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0198869
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0201604
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0198869
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/PrintingPublicationsPostageAmt01073
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SCHOLARSHIPS PROVIDED TO 15 GRADUATES OF WEST BRANCH HIGH SCHOOL.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt07700
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt07700
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0IA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt09298
IRS990EZ/TotalProgramServiceExpensesAmt07700
IRS990EZ/TotalRevenueAmt06563
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt05745
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt05745
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0818
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt0818
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0818
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt0818
IRS990ScheduleA/InvestmentIncomeCYPct00.12460
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00.87540
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt05745
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt05745
IRS990ScheduleA/Total509Grp/TotalAmt05745
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt06563
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0COLLEGE SCHOLARSHIPS; SCHOLARSHIP AWARD; ADAM O'NEIL: , WEST BRANCH, IA, 52358; STUDENT, 300.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1COLLEGE SCHOLARSHIP; SCHOLARSHIP AWARD; TANNER LODGE: , WEST BRANCH, IA, 52358; STUDENT, 200.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2COLLEGE SCHOLARSHIP; SCHOLARSHIP AWARD; BECKY BLAALID: , WEST BRANCH, IA, 52358; STUDENT, 400.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3COLLEGE SCHOLARSHIP; SCHOLARSHIP AWARD; BRADLEY ARP: , WEST BRANCH, IA, 52358; STUDENT, 500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4COLLEGE SCHOLARSHIP; SCHOLARSHIP AWARD; MORGAN STOOLMAN: , WEST BRANCH, IA, 52358; STUDENT, 1250.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5COLLEGE SCHOLARSHIP; SCHOLARSHIP AWARD; MATT MCILRATH: , WEST BRANCH, IA, 52358; STUDENT, 500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6COLLEGE SCHOLARSHIP; SCHOLARSHIP AWARD; RACHEL HAHN: , WEST BRANCH, IA, 52358; STUDENT, 500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7COLLEGE SCHOLARSHIP; SCHOLARSHIP AWARD; SHELBY HOURIGAN: , WEST BRANCH, IA, 52358; STUDENT, 400.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt8COLLEGE SCHOLARSHIP; SCHOLARSHIP AWARD; JACOB GINGERICH: , WEST BRANCH, IA, 52358; STUDENT, 700.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt9COLLEGE SCHOLARSHIP; SCHOLARSHIP AWARD; MADISON HARPOLE: , WEST BRANCH, IA, 52358; STUDENT, 1000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt10COLLEGE SCHOLARSHIP; SCHOLARSHIP AWARD; SAM ASPELMEIER: , WEST BRANCH, IA, 52358; STUDENT, 400.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt11COLLEGE SCHOLARSHIP; SCHOLARSHIP AWARD; BROCK CECIL: , WEST BRANCH, IA, 52358; STUDENT, 150.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt12COLLEGE SCHOLARSHIP; SCHOLARSHIP AWARD; LEAH MCCUNE: , WEST BRANCH, IA, 52358; STUDENT, 600.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt13COLLEGE SCHOLARSHIP; SCHOLARSHIP AWARD; NICK WESCOTT: , WEST BRANCH, IA, 52358; STUDENT, 500.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt14COLLEGE SCHOLARSHIP; SCHOLARSHIP AWARD; MEGAN TADLOCK: , WEST BRANCH, IA, 52358; STUDENT, 300.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc8Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc9Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc10Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc11Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc12Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc13Form 990EZ, Part I, Line 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc14Form 990EZ, Part I, Line 10
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JOHN HIERSEMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0PRESIDENT
ReturnHeader/BusinessOfficerGrp/PhoneNum03196437213
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-10-24
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/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/ReturnTs02017-02-10T14:57:07-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-07-01
ReturnHeader/TaxPeriodEndDt02016-06-30
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings