Civic Intelligence

Community Foundation of Des Moines County

990 • Fiscal year 2018 • EIN 81-2577027

Jan 01, 2018 to Dec 31, 2018 • Filed on Sep 20, 2019

Organization ProfileWWW.COMMUNITYFOUNDATIONOFDMCIA.ORG
610 N 4th St 200Burlington, IA 52601

(319) 752-6365

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

Higher debt load relative to assets than 59% of similar nonprofits.

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

Liabilities / Revenue

71st percentile

0.02x

Higher debt load relative to revenue than 71% of similar nonprofits.

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

Net Margin

91st percentile

49%

Higher net margin than 91% 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

33rd percentile

-6.7%

Faster asset growth than 33% of similar nonprofits.

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

Revenue Growth

50th percentile

1.0%

Faster revenue growth than 50% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$389,863

Down $27,872 (-6.7%) from 2017

Net Assets

Down

$388,814

Down $27,949 (-6.7%) from 2017

Liabilities

Up

$1,049

Up $77 (+7.9%) from 2017

Revenue And Expenses
Liabilities / Revenue71st percentileNet Margin91st percentile

Revenue

Up

$46,146

Up $441 (+1.0%) from 2017

Expenses

Down

$23,412

Down $9,227 (-28%) from 2017

Net Income

Up

$22,734

Up $9,668 (+74%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth33rd percentile

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

$6.0M$4.0M$2.0M$0Assets 2016: $379,792Liabilities 2016: $6,698Net Assets 2016: $373,0942016Assets 2017: $417,735Liabilities 2017: $972Net Assets 2017: $416,7632017Assets 2018: $389,863Liabilities 2018: $1,049Net Assets 2018: $388,8142018Assets 2019: $947,255Liabilities 2019: $923,251Net Assets 2019: $24,0042019Assets 2020: $1,042,588Liabilities 2020: $1,005,744Net Assets 2020: $36,8442020Assets 2021: $1,241,491Liabilities 2021: $1,179,623Net Assets 2021: $61,8682021Assets 2023: $3,537,946Liabilities 2023: $4,500Net Assets 2023: $3,533,4462023Assets 2024: $5,235,887Liabilities 2024: $2,500Net Assets 2024: $5,233,3872024

Highlighted filing

2018

Assets$389,863
Liabilities$1,049
Net Assets$388,814
Open 2018 Filing

Operations Trend

Revenue Growth50th percentile

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

$2.0M$1.0M$0-$1.0MRevenue 2016: $382,151Expenses 2016: $6,698Net Income 2016: $375,4532016Revenue 2017: $45,705Expenses 2017: $32,639Net Income 2017: $13,0662017Revenue 2018: $46,146Expenses 2018: $23,412Net Income 2018: $22,7342018Revenue 2019: $13,189Expenses 2019: $377,999Net Income 2019: -$364,8102019Revenue 2020: $17,014Expenses 2020: $4,174Net Income 2020: $12,8402020Revenue 2021: $30,879Expenses 2021: $5,855Net Income 2021: $25,0242021Revenue 2023: $495,943Expenses 2023: $230,230Net Income 2023: $265,7132023Revenue 2024: $1,931,151Expenses 2024: $305,120Net Income 2024: $1,626,0312024

Highlighted filing

2018

Revenue$46,146
Expenses$23,412
Net Income$22,734
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Sep 20, 2019
Return Version
2018v3.1
Gross Receipts
$149,946
Mission and Program Overview

Mission

The organization's mission is to enhance the quality of life within des moines county by providing a means for permanent charitable giving to meet the needs of all donors and the community for today and tomorrow. The goal of the organization is to build permanent endowed assets for the good of the community.

The organization's mission is to enhance the quality of life within des moines county by providing a means for permanent charitable giving to meet the needs of all donors and the community for today and tomorrow.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$405,886$374,527▼ $31,359
Cash and Non-Interest-Bearing Accounts$10,403$13,827▲ $3,424
Pledges and Grants Receivable$1,446$1,509▲ $63
Total Assets$417,735$389,863▼ $27,872
Liabilities
Accounts Payable and Accrued Expenses$972$1,049▲ $77
Total Liabilities$972$1,049▲ $77
Net Assets / Fund Balance
Unrestricted Net Assets$416,763$388,814▼ $27,949
Total Net Assets Fund Balance$416,763$388,814▼ $27,949
Total Liabilities and Net Assets / Fund Balance$417,735$389,863▼ $27,872

Endowment Activity

PeriodBeginningContrib.Gain/LossOther UsesEnd
2018$404,940$15,500▼ $30,213-$374,527
2017$354,377$16,646▲ $55,059-$404,940
2016-$355,820▼ $1,443-$354,377
Compensation and Service Providers
Top Officer Pay76th percentile

Board Members and Trustees

NameTitle
Bob BartlesChair
Dr Jerry JochimsVice Chair
AMY O'BRIENDirector
Chip ReadingerDirector
Dennis WilsonDirector
Jerry ParksDirector
Jim OlsonDirector
Julie EdmondsDirector
Karen ElliottDirector
Keith SchulzDirector
Matt RinkerDirector
Michael AshDirector
Mike HoffmanDirector
Mike NorrisDirector
Mike ShinnDirector
Tammy MccoyDirector
Teresa GarciaDirector
Tom JohannsDirector
Vince CopelandDirector
Revenue and Support

Revenue Composition

Contributions and Grants
$19,200
Program Service Revenue
$0
Investment Income
$26,946
Other Revenue
$0
All Other Contributions
$19,200
Change in Net Assets
$22,734
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$15,700
Other Expenses$7,712
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$15,700--$15,700
Fees for Service Investment Mgmnt Fees-$3,081-$3,081
Fees for Services Accounting-$2,115-$2,115
Office Expenses-$819-$819
Insurance-$744-$744
Conferences and Meetings-$722-$722
Other Expenses-$231-$231
Total Functional Expenses$15,700$7,712$0$23,412
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
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
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
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Page 6, Part VI, Line 2

“Michael ash teresa garcia business relationship”

Form 990, Page 6, Part VI, Line 3

“The organization has delegated management duties to the burlington/west burlington chamber of commerce.”

Form 990, Page 6, Part VI, Line 11B

“Before signing the tax return, the board chair reviews the document with the full board during a regular board meeting.”

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

“Potential conflicts are disclosed during board meetings, and the minutes document the potential conflict, the discussion regarding that conflict, and the course of action taken in regards to the potential conflict.”

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

“The ceo is not employed by the organization. A management agreement does exist with a third party which employees the ceo.”

Form 990, Page 6, Part VI, Line 19

“These documents are available upon request.”

Filing and Contact Details

Filer

Filer Name
Community Foundation
EIN
81-2577027
Phone
3197526365
Address
610 N 4TH ST 200, BURLINGTON, IA 52601

Signing Officer

Name
Dr Jerry Jochims
Title
Chair
Phone
3192080044
Signed
2019-09-20
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Dr Jerry Jochims
Formed
2016
Legal Domicile
Ia
Voting Board Members
19
Independent Board Members
19
Employees
0
Volunteers
19

Preparer

Firm
Tdt Cpas and Advisors Pc
Address
1700 42ND ST NE, CEDAR RAPIDS, IA 52402
Preparer
Ross Vanlaar CPA
Phone
3193932374
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

“The organization's mission is to enhance the quality of life within des moines county by providing a means for permanent charitable giving to meet the needs of all donors and the community for today and tomorrow. The goal of the organization is to build permanent endowed assets for the good of the community.”

Financial Statement Notes

Schedule D, Page 2, Part V, Line 4

“Each endowed fund has its own charitable purpose as outlined in the fund agreement. The funds are to be a community resource for a broad range of community needs such as arts and culture, education, health and human services, and historical preservation.”

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IRS990/OtherExpensesGrp/Desc0MISCELLANEOUS EXPENSE
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IRS990/OtherExpensesGrp/TotalAmt0231
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IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PledgesAndGrantsReceivableGrp/BOYAmt01446
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IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0DR JERRY JOCHIMS
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IRS990/ReconcilationRevenueExpnssAmt022734
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IRS990ScheduleA/CommunityTrustInd0X
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IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt0381235
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IRS990ScheduleA/TotalSupportAmt0438064
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IRS990ScheduleD/CYEndwmtFundGrp/ContributionsAmt015500
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IRS990ScheduleD/CYEndwmtFundGrp/GrantsOrScholarshipsAmt015700
IRS990ScheduleD/CYEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-30213
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IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/ContributionsAmt016646
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IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/GrantsOrScholarshipsAmt014600
IRS990ScheduleD/CYMinus1YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt055059
IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/ContributionsAmt0355820
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IRS990ScheduleD/CYMinus2YrEndwmtFundGrp/InvestmentEarningsOrLossesAmt0-1443
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IRS990ScheduleD/DonorAdvisedFundsContriAmt015500
IRS990ScheduleD/DonorAdvisedFundsGrantsAmt015700
IRS990ScheduleD/DonorAdvisedFundsHeldCnt01
IRS990ScheduleD/DonorAdvisedFundsVlEOYAmt0374527
IRS990ScheduleD/EndowmentsHeldRelatedOrgInd0false
IRS990ScheduleD/EndowmentsHeldUnrelatedOrgInd0false
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0EACH ENDOWED FUND HAS ITS OWN CHARITABLE PURPOSE AS OUTLINED IN THE FUND AGREEMENT. THE FUNDS ARE TO BE A COMMUNITY RESOURCE FOR A BROAD RANGE OF COMMUNITY NEEDS SUCH AS ARTS AND CULTURE, EDUCATION, HEALTH AND HUMAN SERVICES, AND HISTORICAL PRESERVATION.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 2, PART V, LINE 4
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION'S MISSION IS TO ENHANCE THE QUALITY OF LIFE WITHIN DES MOINES COUNTY BY PROVIDING A MEANS FOR PERMANENT CHARITABLE GIVING TO MEET THE NEEDS OF ALL DONORS AND THE COMMUNITY FOR TODAY AND TOMORROW. THE GOAL OF THE ORGANIZATION IS TO BUILD PERMANENT ENDOWED ASSETS FOR THE GOOD OF THE COMMUNITY.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1MICHAEL ASH TERESA GARCIA BUSINESS RELATIONSHIP
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE ORGANIZATION HAS DELEGATED MANAGEMENT DUTIES TO THE BURLINGTON/WEST BURLINGTON CHAMBER OF COMMERCE.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3BEFORE SIGNING THE TAX RETURN, THE BOARD CHAIR REVIEWS THE DOCUMENT WITH THE FULL BOARD DURING A REGULAR BOARD MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4POTENTIAL CONFLICTS ARE DISCLOSED DURING BOARD MEETINGS, AND THE MINUTES DOCUMENT THE POTENTIAL CONFLICT, THE DISCUSSION REGARDING THAT CONFLICT, AND THE COURSE OF ACTION TAKEN IN REGARDS TO THE POTENTIAL CONFLICT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5THE CEO IS NOT EMPLOYED BY THE ORGANIZATION. A MANAGEMENT AGREEMENT DOES EXIST WITH A THIRD PARTY WHICH EMPLOYEES THE CEO.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THESE DOCUMENTS ARE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 15A
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 19
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IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0true
IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsGrp/EOYAmt0389863
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IRS990/TotalEmployeeCnt00
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IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt07712
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt015700
IRS990/TotalFunctionalExpensesGrp/TotalAmt023412
IRS990/TotalGrossUBIAmt00
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IRS990/TotalLiabilitiesGrp/EOYAmt01049
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0416763
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0388814
IRS990/TotalProgramServiceExpensesAmt015700
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IRS990/TotalRevenueGrp/TotalRevenueColumnAmt046146
IRS990/TotalVolunteersCnt019
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0417735
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0389863
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt0416763
IRS990/UnrestrictedNetAssetsGrp/EOYAmt0388814
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt010976 WILDLIFE LAKES DR
IRS990/USAddress/CityNm0WEST BURLINGTON
IRS990/USAddress/StateAbbreviationCd0IA
IRS990/USAddress/ZIPCd052655
IRS990/VotingMembersGoverningBodyCnt019
IRS990/VotingMembersIndependentCnt019
IRS990/WebsiteAddressTxt0WWW.COMMUNITYFOUNDATIONOFDMCIA.ORG
IRS990/WhistleblowerPolicyInd0true
ReturnHeader/BuildTS02020-01-14 16:20:31Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$389,863
Liabilities
$1,049
Net assets
$388,814
Revenue
$46,146
Expenses
$23,412
Net income
$22,734
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.24$0.00$5.23$1.93$0.31$1.63
2023Detailed filing. Detailed filing data is available for this year.$3.54$0.00$3.53$0.50$0.23$0.27
2021Detailed filing. Detailed filing data is available for this year.$1.24$1.18$0.06$0.03$0.01$0.03
2020Detailed filing. Detailed filing data is available for this year.$1.04$1.01$0.04$0.02$0.00$0.01
2019Detailed filing. Detailed filing data is available for this year.$0.95$0.92$0.02$0.01$0.38$0.36
2018Detailed filing. Detailed filing data is available for this year.$0.39$0.00$0.39$0.05$0.02$0.02
2017Detailed filing. Detailed filing data is available for this year.$0.42$0.00$0.42$0.05$0.03$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.38$0.01$0.37$0.38$0.01$0.38