Civic Intelligence

Phelps County Community Foundation Inc.

990 • Fiscal year 2016 • EIN 51-0189077

Jul 01, 2015 to Jun 30, 2016 • Filed on Jan 11, 2017

Organization ProfileWWW.PHELPSFOUNDATION.ORG
424 Garfield StreetHoldrege, NE 68949

(308) 995-6847

Siviq Scores

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

Liabilities / Assets

52nd percentile

0.25x

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

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Liabilities / Revenue

89th percentile

2.58x

Higher debt load relative to revenue than 89% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Net Margin

20th percentile

-7.7%

Higher net margin than 20% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Top Officer Pay

19th percentile

$87,122

Higher top officer pay than 19% of similar nonprofits.

Top officer pay equals 5.0% of source-year revenue.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2016

Asset Growth

57th percentile

3.5%

Faster asset growth than 57% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2015 to 2016

Revenue Growth

17th percentile

-16%

Faster revenue growth than 17% of similar nonprofits.

2016 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets52nd percentile

Assets

Up

$17,742,078

Up $598,201 (+3.5%) from 2015

Net Assets

Down

$13,260,156

Down $299,080 (-2.2%) from 2015

Liabilities

Up

$4,481,922

Up $897,281 (+25%) from 2015

Revenue And Expenses
Liabilities / Revenue89th percentileNet Margin20th percentile

Revenue

Down

$1,735,876

Down $331,966 (-16%) from 2015

Expenses

Down

$1,870,201

Down $27,832 (-1.5%) from 2015

Net Income

Down

-$134,325

Down $304,134 (-179%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth57th percentile

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

$40M$30M$20M$10M$0Assets 2011: $9,890,310Liabilities 2011: $2,365,987Net Assets 2011: $7,524,3232011Assets 2012: $12,515,724Liabilities 2012: $2,380,179Net Assets 2012: $10,135,5452012Assets 2013: $13,843,311Liabilities 2013: $2,730,204Net Assets 2013: $11,113,1072013Assets 2014: $17,112,280Liabilities 2014: $3,354,604Net Assets 2014: $13,757,6762014Assets 2015: $17,143,877Liabilities 2015: $3,584,641Net Assets 2015: $13,559,2362015Assets 2016: $17,742,078Liabilities 2016: $4,481,922Net Assets 2016: $13,260,1562016Assets 2017: $19,705,444Liabilities 2017: $5,252,900Net Assets 2017: $14,452,5442017Assets 2018: $20,042,574Liabilities 2018: $5,746,499Net Assets 2018: $14,296,0752018Assets 2019: $21,302,306Liabilities 2019: $5,439,545Net Assets 2019: $15,862,7612019Assets 2020: $21,051,356Liabilities 2020: $5,279,336Net Assets 2020: $15,772,0202020Assets 2021: $24,290,275Liabilities 2021: $6,231,246Net Assets 2021: $18,059,0292021Assets 2022: $21,921,417Liabilities 2022: $6,212,524Net Assets 2022: $15,708,8932022Assets 2023: $29,498,112Liabilities 2023: $8,332,341Net Assets 2023: $21,165,7712023Assets 2024: $30,688,606Liabilities 2024: $8,486,733Net Assets 2024: $22,201,8732024

Highlighted filing

2016

Assets$17,742,078
Liabilities$4,481,922
Net Assets$13,260,156
Open 2016 Filing

Operations Trend

Revenue Growth17th percentile

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

$15M$10M$5.0M$0-$5.0MExpenses 2011: $529,2202011Expenses 2012: $765,9972012Expenses 2013: $1,017,9912013Revenue 2014: $3,221,030Expenses 2014: $1,568,596Net Income 2014: $1,652,4342014Revenue 2015: $2,067,842Expenses 2015: $1,898,033Net Income 2015: $169,8092015Revenue 2016: $1,735,876Expenses 2016: $1,870,201Net Income 2016: -$134,3252016Revenue 2017: $3,413,176Expenses 2017: $2,725,709Net Income 2017: $687,4672017Revenue 2018: $1,461,516Expenses 2018: $1,786,960Net Income 2018: -$325,4442018Revenue 2019: $3,046,049Expenses 2019: $1,724,062Net Income 2019: $1,321,9872019Revenue 2020: $1,829,260Expenses 2020: $1,876,180Net Income 2020: -$46,9202020Revenue 2021: $2,746,772Expenses 2021: $2,305,098Net Income 2021: $441,6742021Revenue 2022: $2,780,428Expenses 2022: $3,103,002Net Income 2022: -$322,5742022Revenue 2023: $11,441,466Expenses 2023: $6,630,171Net Income 2023: $4,811,2952023Revenue 2024: $4,888,274Expenses 2024: $4,970,045Net Income 2024: -$81,7712024

Highlighted filing

2016

Revenue$1,735,876
Expenses$1,870,201
Net Income-$134,325
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2015 to Jun 30, 2016
Signed
Jan 11, 2017
Return Version
2015v3.0
Gross Receipts
$2,033,787
Mission and Program Overview

Mission

To administer donated funds.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$16,255,576$16,583,902▲ $328,326
Other Notes and Loans Receivable, Net$626,958$564,811▼ $62,147
Land, Buildings, and Equipment, Net$152,367$492,937▲ $340,570
Savings and Temporary Cash Investments$9,991$51,746▲ $41,755
Cash and Non-Interest-Bearing Accounts$82,947$30,040▼ $52,907
Total Assets$17,143,877$17,742,078▲ $598,201
Other Assets Total$16,038$18,642▲ $2,604
Liabilities
Other Liabilities$3,396,396$4,311,277▲ $914,881
Grants Payable$180,125$158,739▼ $21,386
Accounts Payable and Accrued Expenses$8,120$11,906▲ $3,786
Total Liabilities$3,584,641$4,481,922▲ $897,281
Net Assets / Fund Balance
Permanently Rstr Net Assets$7,760,820$7,856,546▲ $95,726
Temporarily Rstr Net Assets$3,189,644$3,027,006▼ $162,638
Unrestricted Net Assets$2,608,772$2,376,604▼ $232,168
Total Net Assets Fund Balance$13,559,236$13,260,156▼ $299,080
Total Liabilities and Net Assets / Fund Balance$17,143,877$17,742,078▲ $598,201

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$372,148$31,304$403,452
Equipment$34,613$47,486$82,099
Land$86,176--

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2015$7,760,819$103,358-$7,631$7,856,546
2014$7,621,714$139,105--$7,760,819
2013$7,121,764$499,950--$7,621,714
2012$6,427,988$696,776-$2,655$7,121,764
2011$4,840,354$1,602,634-$15,000$6,427,988
Compensation and Service Providers
Top Officer Pay19th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Vickie KleinExec. DirectFT$77,327$9,795$87,122

Board Members and Trustees

NameTitle
Chris EricksonPresident
Beverly HansenBoard Member
Grace GroveBoard Member
Jeff BuettnerBoard Member
Joel BergmanBoard Member
Nancy MorseBoard Member
Robert OlsonBoard Member
Sue WallerBoard Member
Vicki WestcottBoard Member
Susan GustafsonSecretary
Fred DiedrichsenTreasurer
Scott LatterVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$1,220,204
Program Service Revenue
$0
Investment Income
$515,321
Other Revenue
$351
All Other Contributions
$1,220,204
Change in Net Assets
$-134,325

Audited Revenue Reconciliation

Revenue per Audited Statements
$1,735,876
Revenue Not Reported on Form 990
$-164,755
Total Revenue per Audited Statements
$1,571,121
Total Revenue per Form 990
$1,735,876
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,531,936
Salaries, Compensation, and Employee Benefits$189,521
Other Expenses$148,744
Total Fundraising Expense$28,074
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,400,711--$1,400,711
Grants to Domestic Individuals$131,225--$131,225
Current Officers, Directors, Trustees, and Key Employees-$83,440-$83,440
Other Salaries and Wages-$83,250-$83,250
Advertising--$26,880$26,880
Payroll Taxes-$12,973-$12,973
Office Expenses-$11,783-$11,783
Depreciation Depletion-$11,607-$11,607
Other Employee Benefits-$9,858-$9,858
Fees for Services Accounting-$8,250-$8,250
Insurance-$6,058-$6,058
All Other Expenses-$3,556$1,194$4,750
Fees for Services Legal-$3,600-$3,600
Other Expenses-$3,365-$3,365
Conferences and Meetings-$3,051-$3,051
Occupancy-$75-$75
Total Functional Expenses$1,531,936$310,191$28,074$1,870,201

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$1,870,201
Total Expenses per Audited Statements$1,870,201
Total Expenses per Form 990$1,870,201
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Wilcox Area Community FoundationHoldredge, NE3-$290,115
Ymca of the PrairieHoldrege, NE3Community Impact$79,449
Mount Calvary Lutheran ChurchHoldrege, NE3Operations$50,402
Phelps County Historical SocietyHoldrege, NE3Operating$39,250
Holdrege Memorial HomesHoldrege, NE3Operations$37,405
Ymca of the PrairieHoldrege, NE3Operating$29,274
Bertrand Agricultural Society IncBertrand, NEGovKitchen Renovations$20,000
City of HoldredgeHoldrege, NEGovTennis Courts$20,000
University of Nebraska FoundationLincoln, NE3Fire & Rescue$20,000
Phelps County Senior CenterHoldrege, NE3Operations$18,448
Young at Heart Senior CenterBertrand, NE3School Ag Building$17,523
Moses Hill CemeteryHoldrege, NE3National Youth$12,381
Holdrege Volunteer Fire DeptHoldrege, NEGovOperations$12,112
Prairie Home Cemetery AssociationHoldrege, NE3Operations$12,086
Loomis Rural Fire DistrictLoomis, NEGovOperations$10,500
Bertrand Agricultural Society IncBertrand, NEGovOperating$10,120
Bertrand Lions FoundationBertrand, NE3Playground Equipment$10,000
Holdrege Area Chamber of CommerceHoldrege, NEGovOperating$10,000
Holdrege Public SchoolsHoldrege, NEGovImprovements$10,000
Mosaic - HoldregeHoldrege, NE3Operations$10,000
Bertrand Area Community FoundationBertrand, NE3Operations$9,845
Holdrege Optomist ClubHoldrege, NE4Operations$8,752
Bertrand Lions FoundationBertrand, NE3Operating$7,810
City of HoldredgeHoldrege, NEGovPolice Department$7,502
Phelps County CasaHoldrege, NE3Operations$6,970
Mount Calvary Lutheran ChurchHoldrege, NE3Operations$6,349
Village of LoomisLoomis, NEGovOperating$6,000
Sandstrom Cemetery AssociationBertrand, NE3Lutheran Center Fund$5,696
Village of BertrandBertrand, NEGovComplex$5,690
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
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Agency Fnds Hld for Benefit of Othrs$4,063,627
Scholarships Payable$247,650
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
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
Yes
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

“The organization's board of directors review the 990 before it is filed.”

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

“Volunteers and staff are required to fill out a conflict of interest statement. When voting on issues that may be in conflict, members abstain from voting and this is noted in the meeting minutes. Members also abstain from discussion relating to conflicts unless asked for input.”

Form 990, Page 6, Part VI, Line 15A

“The board of directors approves the wage of the executive director.”

Form 990, Page 6, Part VI, Line 15B

“The board of directors and executive director approves the wages of all other staff.”

Form 990, Page 6, Part VI, Line 19

“The form 990 and other governing documents are made available to the public through request or by accessing the website.”

Filing and Contact Details

Filer

Filer Name
Phelps County Community
EIN
51-0189077
Phone
3089956847
Address
424 GARFIELD STREET, HOLDREGE, NE 68949

Signing Officer

Name
Vickie Klein
Title
Exec. Direct
Phone
3089956847
Signed
2017-01-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Chris Erickson
Formed
1976
Legal Domicile
Ne
Voting Board Members
12
Independent Board Members
12
Employees
4
Volunteers
17

Preparer

Firm
Almquist Maltzahn Galloway & Luth Pc
Address
PO BOX 1407, GRAND ISLAND, NE 68802-1407
Preparer
Marcy J Luth CPA
Phone
3083811810
Supplemental Narrative

Additional Explanations

Form 990, Page 1, Part I, Line 6

“Board members and at-large members of the foundation are considered volunteers. Volunteers receive no tangible benefits in return for volunteering for the foundation. Board members serve as oversight to spending, financial investments and enforcement of policy and foundation law. Board members have voting rights while staff and at-large members do not have voting rights. At-large members serve the foundation in an advisory capacity only.”

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IRS990/OthNotesLoansReceivableNetGrp/EOYAmt0564811
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt012973
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IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt07760820
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt07856546
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0CHRIS ERICKSON
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IRS990/PYGrantsAndSimilarPaidAmt01601732
IRS990/PYInvestmentIncomeAmt0609081
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IRS990/PYOtherRevenueAmt010
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IRS990/PYTotalRevenueAmt02067842
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-134325
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt09991
IRS990/SavingsAndTempCashInvstGrp/EOYAmt051746
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt02745467
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01239331
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IRS990ScheduleA/TotalSupportAmt08999773
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/BuildingsGrp/BookValueAmt0372148
IRS990ScheduleD/BuildingsGrp/DepreciationAmt031304
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0403452
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt07760819
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0103358
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt07856546
IRS990ScheduleD/CYEndwmtFundGrp/OtherExpendituresAmt07631
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IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0139105
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt07760819
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt07121764
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0499950
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt07621714
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/BeginningYearBalanceAmt06427988
IRS990ScheduleD/CYMinus3YrEndwmtFundGrp/ContributionsAmt0696776
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IRS990ScheduleI/RecipientTable/CashGrantAmt210120
IRS990ScheduleI/RecipientTable/CashGrantAmt39845
IRS990ScheduleI/RecipientTable/CashGrantAmt47810
IRS990ScheduleI/RecipientTable/CashGrantAmt520000
IRS990ScheduleI/RecipientTable/CashGrantAmt67502

Document Assets

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Filings

Displayed year

2016 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$17,742,078
Liabilities
$4,481,922
Net assets
$13,260,156
Revenue
$1,735,876
Expenses
$1,870,201
Net income
-$134,325
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$30.7$8.49$22.2$4.89$4.97$0.08
2023Detailed filing. Detailed filing data is available for this year.$29.5$8.33$21.2$11.4$6.63$4.81
2022Detailed filing. Detailed filing data is available for this year.$21.9$6.21$15.7$2.78$3.10$0.32
2021Detailed filing. Detailed filing data is available for this year.$24.3$6.23$18.1$2.75$2.31$0.44
2020Detailed filing. Detailed filing data is available for this year.$21.1$5.28$15.8$1.83$1.88$0.05
2019Detailed filing. Detailed filing data is available for this year.$21.3$5.44$15.9$3.05$1.72$1.32
2018Detailed filing. Detailed filing data is available for this year.$20.0$5.75$14.3$1.46$1.79$0.33
2017Detailed filing. Detailed filing data is available for this year.$19.7$5.25$14.5$3.41$2.73$0.69
2016Detailed filing. Detailed filing data is available for this year.$17.7$4.48$13.3$1.74$1.87$0.13
2015Detailed filing. Detailed filing data is available for this year.$17.1$3.58$13.6$2.07$1.90$0.17
2014Detailed filing. Detailed filing data is available for this year.$17.1$3.35$13.8$3.22$1.57$1.65
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$13.8$2.73$11.1$1.02
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$12.5$2.38$10.1$0.77
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$9.89$2.37$7.52$0.53