Civic Intelligence

Phelps County Community Foundation Inc.

990 • Fiscal year 2017 • EIN 51-0189077

Jul 01, 2016 to Jun 30, 2017 • Filed on Nov 06, 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

55th percentile

0.27x

Higher debt load relative to assets than 55% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Liabilities / Revenue

85th percentile

1.54x

Higher debt load relative to revenue than 85% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Net Margin

78th percentile

20%

Higher net margin than 78% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Top Officer Pay

19th percentile

$85,734

Higher top officer pay than 19% of similar nonprofits.

Top officer pay equals 2.5% of source-year revenue.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2017

Asset Growth

71st percentile

11%

Faster asset growth than 71% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Revenue Growth

93rd percentile

97%

Faster revenue growth than 93% of similar nonprofits.

2017 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets55th percentile

Assets

Up

$19,705,444

Up $1,963,366 (+11%) from 2016

Net Assets

Up

$14,452,544

Up $1,192,388 (+9.0%) from 2016

Liabilities

Up

$5,252,900

Up $770,978 (+17%) from 2016

Revenue And Expenses
Liabilities / Revenue85th percentileNet Margin78th percentile

Revenue

Up

$3,413,176

Up $1,677,300 (+97%) from 2016

Expenses

Up

$2,725,709

Up $855,508 (+46%) from 2016

Net Income

Up

$687,467

Up $821,792 (+612%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth71st 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

2017

Assets$19,705,444
Liabilities$5,252,900
Net Assets$14,452,544
Open 2017 Filing

Operations Trend

Revenue Growth93rd 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

2017

Revenue$3,413,176
Expenses$2,725,709
Net Income$687,467
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Nov 6, 2017
Return Version
2016v3.0
Gross Receipts
$3,756,588
Mission and Program Overview

Mission

To administer donated funds.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$16,583,902$19,179,265▲ $2,595,363
Land, Buildings, and Equipment, Net$492,937$346,531▼ $146,406
Savings and Temporary Cash Investments$51,746$48,497▼ $3,249
Other Notes and Loans Receivable, Net$564,811$47,791▼ $517,020
Cash and Non-Interest-Bearing Accounts$30,040$12,045▼ $17,995
Total Assets$17,742,078$19,705,444▲ $1,963,366
Other Assets Total$18,642$71,315▲ $52,673
Liabilities
Other Liabilities$4,311,277$5,131,021▲ $819,744
Grants Payable$158,739$106,090▼ $52,649
Accounts Payable and Accrued Expenses$11,906$15,789▲ $3,883
Total Liabilities$4,481,922$5,252,900▲ $770,978
Net Assets / Fund Balance
Permanently Rstr Net Assets$7,856,546$8,820,574▲ $964,028
Temporarily Rstr Net Assets$3,027,006$3,143,755▲ $116,749
Unrestricted Net Assets$2,376,604$2,488,215▲ $111,611
Total Net Assets Fund Balance$13,260,156$14,452,544▲ $1,192,388
Total Liabilities and Net Assets / Fund Balance$17,742,078$19,705,444▲ $1,963,366

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$314,724$17,746$332,470
Equipment$31,807$46,914$78,721

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2016$7,856,546$961,333--$8,820,574
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
Compensation and Service Providers
Top Officer Pay19th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Vickie KleinExec. DirectFT$83,237$2,497$85,734

Board Members and Trustees

NameTitle
Scott LatterPresident
Beverly HansenBoard Member
Diane SamuelsonBoard Member
Grace GroveBoard Member
Jeff BuettnerBoard Member
Joel BergmanBoard Member
Richard KrohnBoard Member
Sue WallerBoard Member
Tammy VonasekBoard Member
Susan GustafsonSecretary
Fred DiedrichsenTreasurer
Robert OlsonVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$2,869,684
Program Service Revenue
$0
Investment Income
$541,938
Other Revenue
$1,554
All Other Contributions
$2,869,684
Change in Net Assets
$687,467

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
No
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded4$991,202Fair Market Value
Total Noncash Contributions4$991,202-

Audited Revenue Reconciliation

Revenue per Audited Statements
$3,413,176
Revenue Not Reported on Form 990
$504,921
Total Revenue per Audited Statements
$3,918,097
Total Revenue per Form 990
$3,413,176
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$2,284,017
Other Expenses$236,702
Salaries, Compensation, and Employee Benefits$204,990
Total Fundraising Expense$21,490
Professional Fundraising Fees$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$2,068,317--$2,068,317
Grants to Domestic Individuals$215,700--$215,700
Other Salaries and Wages-$87,931-$87,931
Current Officers, Directors, Trustees, and Key Employees-$83,201-$83,201
Depreciation Depletion-$20,587-$20,587
Advertising--$20,141$20,141
Other Employee Benefits-$19,587-$19,587
Payroll Taxes-$14,271-$14,271
All Other Expenses-$8,912$1,349$10,261
Office Expenses-$9,097-$9,097
Fees for Services Accounting-$8,415-$8,415
Insurance-$5,914-$5,914
Other Expenses-$5,847-$5,847
Conferences and Meetings-$4,604-$4,604
Fees for Services Legal-$3,600-$3,600
Occupancy-$75-$75
Total Functional Expenses$2,284,017$420,202$21,490$2,725,709

Audited Expense Reconciliation

Line ItemAmount
Expenses per Audited Statements$2,725,709
Total Expenses per Audited Statements$2,725,709
Total Expenses per Form 990$2,725,709
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Nebraska Lutheran Outdoor MinistrieAshland, NE3Operations$282,481
Ymca of the PrairieHoldrege, NE3Pool Repairs$205,000
University of Nebraska FoundationLincoln, NE3Lutheran Center Fund$150,000
Midland UniversityFremont, NEGovOperations$141,240
University of Nebraska FoundationLincoln, NE3Scholarships$141,240
Ymca of the PrairieHoldrege, NE3Child Development$98,600
City of HoldredgeHoldrege, NEGovPlayground Equipment$89,375
Ymca of the PrairieHoldrege, NE3Operating$62,625
Phelps County Development CorpHoldrege, NE6Jobs Scholarships$50,000
The Tassel Coordination CouncilHoldrege, NE3Lighting System$31,984
Wilcox Area Community FoundationHoldredge, NE3School Ag Building$31,894
Citizens for Bronze ArtHoldrege, NE3Harvest Dreams$28,912
Mount Calvary Lutheran ChurchHoldrege, NE3Operations$27,083
Optimist International FoundationSt Louis, MO3Operations$26,448
Phelps County Ag SocietyHoldrege, NEGovBuilding Improvement$25,440
Phelps County Senior CenterHoldrege, NE3Operations$17,548
Funk Community CenterFunk, NE3Bathroom Renovations$17,000
Oxford Area FoundationHoldrege, NE3VETERAN'S MEMORIAL$15,000
Holdrege Area Chamber of CommerceHoldrege, NEGovChristmas Decoration$13,052
Bertrand Area Community FoundationBertrand, NE3Operations$10,366
Holdrege Legion BaseballHoldrege, NE3Operations$10,149
City of HoldredgeHoldrege, NEGovWOMEN'S GIVING GROUP$10,000
Funk Rural Fire District 1Funk, NEGovOperations$9,833
The Salvation ArmyHoldrege, NE3Operations$9,582
Sandstrom Cemetery AssociationBertrand, NE3Operations$8,964
Moses Hill CemeteryHoldrege, NE3Operations$7,242
Loomis Public SchoolsLoomis, NEGovNe Beef Program$6,500
Phelps County CasaHoldrege, NE3Operations$6,130
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$4,869,246
Scholarships Payable$261,775
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
2017-11-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Scott Latter
Formed
1976
Legal Domicile
Ne
Voting Board Members
12
Independent Board Members
12
Employees
4
Volunteers
16

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. Volunteers also help with give2grow campaign.”

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IRS990/OthNotesLoansReceivableNetGrp/EOYAmt047791
IRS990/OwnWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt014271
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IRS990/PermanentlyRstrNetAssetsGrp/BOYAmt07856546
IRS990/PermanentlyRstrNetAssetsGrp/EOYAmt08820574
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0SCOTT LATTER
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IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt01220204
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt01531936
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IRS990/PYSalariesCompEmpBnftPaidAmt0189521
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IRS990/ReconcilationRevenueExpnssAmt0687467
IRS990/RegularMonitoringEnfrcInd0true
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IRS990/RelatedOrganizationCtrlEntInd0false
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IRS990/ReportLandBuildingEquipmentInd0true
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IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt02745467
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IRS990ScheduleA/PublicOrganization170Ind0X
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IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt09533437
IRS990ScheduleA/TotalSupportAmt011600036
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/CurrentTaxYearAmt0554
IRS990ScheduleA/UnrelatedBusinessNetIncm170Grp/TotalAmt0554
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
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IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/BuildingsGrp/BookValueAmt0314724
IRS990ScheduleD/BuildingsGrp/DepreciationAmt017746
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt0332470
IRS990ScheduleD/CYEndwmtFundGrp/BeginningYearBalanceAmt07856546
IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt0961333
IRS990ScheduleD/CYEndwmtFundGrp/EndYearBalanceAmt08820574
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/BeginningYearBalanceAmt07760819
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt0103358
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/EndYearBalanceAmt07856546
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/OtherExpendituresAmt07631
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/BeginningYearBalanceAmt07621714
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0139105
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/EndYearBalanceAmt07760819
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IRS990ScheduleI/RecipientTable/CashGrantAmt417000
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IRS990ScheduleI/RecipientTable/CashGrantAmt613052

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$19,705,444
Liabilities
$5,252,900
Net assets
$14,452,544
Revenue
$3,413,176
Expenses
$2,725,709
Net income
$687,467
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