Civic Intelligence

West Branch Community School District Foundation

990EZ • Fiscal year 2018 • EIN 47-4695808

Jul 01, 2017 to Jun 30, 2018 • Filed on Nov 08, 2018

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 2018

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2018

Net Margin

98th percentile

93%

Higher net margin than 98% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

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.

2018 filings • 501(c)3 • <$500k nonprofits • Source year 2018

Asset Growth

86th percentile

58%

Faster asset growth than 86% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

99th percentile

1538%

Faster revenue growth than 99% of similar nonprofits.

2018 filings • 501(c)3 • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$304,512

Up $111,440 (+58%) from 2017

Net Assets

Up

$304,512

Up $111,440 (+58%) from 2017

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin98th percentile

Revenue

Up

$120,420

Up $113,069 (+1538%) from 2017

Expenses

Down

$8,980

Down $4,168 (-32%) from 2017

Net Income

Up

$111,440

Up $117,237 (+2022%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth86th 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

2018

Assets$304,512
Liabilities-
Net Assets$304,512
Open 2018 Filing

Operations Trend

Revenue Growth99th 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

2018

Revenue$120,420
Expenses$8,980
Net Income$111,440
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2017 to Jun 30, 2018
Signed
Nov 8, 2018
Return Version
2017v2.2
Gross Receipts
$120,420
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.$8,150$8,150
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
PETE SWISHERPresident-$0--
KAMI POPPENVice President-$0--
ALLISON KRALLTrustee-$0--
MARISA STOUTTreasurer-$0--
DIANE SHULTESTrustee-$0--
MICHELLE TRIMBLESecretary-$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
Marisa Stout
Title
Treasurer
Phone
3196437213
Signed
2018-11-08
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; scholarships; high school seniors: , , , ; students, 8150.”

Raw XML Appendix154 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
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0WEST BRANCH
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd052358
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt0193072
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IRS990EZ/ContributionsGiftsGrantsEtcAmt0119658
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IRS990EZ/GrantsAndSimilarAmountsPaidAmt08150
IRS990EZ/GrossProfitLossSlsOfInvntryAmt00
IRS990EZ/GrossReceiptsAmt0120420
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InvestmentIncomeAmt0762
IRS990EZ/LobbyingActivitiesInd0false
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IRS990EZ/MethodOfAccountingCashInd0X
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0PETE SWISHER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KAMI POPPEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2ALLISON KRALL
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3MARISA STOUT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4DIANE SHULTES
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5MICHELLE TRIMBLE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5SECRETARY
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/PrintingPublicationsPostageAmt0455
IRS990EZ/ProgramServiceRevenueAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0SCHOLARSHIPS PROVIDED TO GRADUATES OF WEST BRANCH HIGH SCHOOL.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt08150
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt08150
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SpecialEventsNetIncomeLossAmt00
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0IA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt08980
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IRS990EZ/TotalRevenueAmt0120420
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0119651
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt06520
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt05745
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt0131916
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt00
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt0762
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IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0818
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt02411
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt0762
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt0831
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0818
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt02411
IRS990ScheduleA/InvestmentIncomeCYPct00.01790
IRS990ScheduleA/InvestmentIncomePYPct00.11850
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00.98210
IRS990ScheduleA/PublicSupportPY509Pct00.88150
IRS990ScheduleA/PublicSupportTotal170Amt00
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IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt05745
IRS990ScheduleA/Total509Grp/TotalAmt0131916
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0134327
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0COLLEGE SCHOLARSHIPS; SCHOLARSHIPS; HIGH SCHOOL SENIORS: , , , ; STUDENTS, 8150.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990EZ, Part I, Line 10
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARISA STOUT
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ReturnHeader/BusinessOfficerGrp/PhoneNum03196437213
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-11-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WEST BRANCH SCHOOL DISTRICT FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0WEST
ReturnHeader/Filer/EIN0474695808
ReturnHeader/Filer/PhoneNum03196437213
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ReturnHeader/FilingSecurityInformation/IPTm012:55:34
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ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0West Branch
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ReturnHeader/PreparerPersonGrp/PhoneNum03199362052
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHRIS J KOFOED
ReturnHeader/ReturnTs02018-11-14T12:55:56-08:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-07-01
ReturnHeader/TaxPeriodEndDt02018-06-30
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$304,512
Liabilities
-
Net assets
$304,512
Revenue
$120,420
Expenses
$8,980
Net income
$111,440
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