Civic Intelligence

Lincoln County Foundation

990 • Fiscal year 2017 • EIN 93-6030371

Jul 01, 2016 to Jun 30, 2017 • Filed on Aug 15, 2017

Organization ProfileLINCF.ORG
8423 Yaquina Bay RoadNewport, OR 97365

(541) 265-6867

Siviq Scores

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

Liabilities / Assets

43rd percentile

0.06x

Higher debt load relative to assets than 43% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

82nd percentile

0.70x

Higher debt load relative to revenue than 82% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

88th percentile

38%

Higher net margin than 88% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

35th percentile

$0

Higher top officer pay than 35% of similar nonprofits.

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

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Asset Growth

76th percentile

16%

Faster asset growth than 76% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

74th percentile

22%

Faster revenue growth than 74% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets43rd percentile

Assets

Up

$4,991,846

Up $682,669 (+16%) from 2016

Net Assets

Up

$4,702,585

Up $625,369 (+15%) from 2016

Liabilities

Up

$289,261

Up $57,300 (+25%) from 2016

Revenue And Expenses
Liabilities / Revenue82nd percentileNet Margin88th percentile

Revenue

Up

$413,652

Up $73,531 (+22%) from 2016

Expenses

Up

$255,658

Up $71,793 (+39%) from 2016

Net Income

Up

$157,994

Up $1,738 (+1.1%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth76th percentile

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

$10M$5.0M$0Assets 2011: $3,225,156Liabilities 2011: $164,300Net Assets 2011: $3,060,8562011Assets 2012: $3,308,344Liabilities 2012: $227,000Net Assets 2012: $3,081,3442012Assets 2013: $3,463,598Liabilities 2013: $211,675Net Assets 2013: $3,251,9242013Assets 2014: $4,269,151Liabilities 2014: $240,725Net Assets 2014: $4,028,4262014Assets 2015: $4,477,168Liabilities 2015: $238,025Net Assets 2015: $4,239,1432015Assets 2016: $4,309,177Liabilities 2016: $231,961Net Assets 2016: $4,077,2162016Assets 2017: $4,991,846Liabilities 2017: $289,261Net Assets 2017: $4,702,5852017Assets 2018: $5,418,919Liabilities 2018: $340,663Net Assets 2018: $5,078,2562018Assets 2019: $6,051,730Liabilities 2019: $364,116Net Assets 2019: $5,687,6142019Assets 2020: $6,465,153Liabilities 2020: $464,210Net Assets 2020: $6,000,9432020Assets 2021: $8,344,295Liabilities 2021: $498,784Net Assets 2021: $7,845,5112021Assets 2022: $7,497,037Liabilities 2022: $746,899Net Assets 2022: $6,750,1382022Assets 2023: $8,070,167Liabilities 2023: $841,044Net Assets 2023: $7,229,1232023Assets 2024: $8,552,916Liabilities 2024: $1,066,235Net Assets 2024: $7,486,6812024

Highlighted filing

2017

Assets$4,991,846
Liabilities$289,261
Net Assets$4,702,585
Open 2017 Filing

Operations Trend

Revenue Growth74th percentile

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

$2.0M$1.5M$1.0M$500K$0-$500KRevenue 2011: $654,866Expenses 2011: $125,381Net Income 2011: $529,4852011Revenue 2012: $217,156Expenses 2012: $196,668Net Income 2012: $20,4882012Revenue 2013: $221,130Expenses 2013: $401,126Net Income 2013: -$179,9962013Revenue 2014: $481,076Expenses 2014: $179,326Net Income 2014: $301,7502014Revenue 2015: $441,168Expenses 2015: $195,365Net Income 2015: $245,8032015Revenue 2016: $340,121Expenses 2016: $183,865Net Income 2016: $156,2562016Revenue 2017: $413,652Expenses 2017: $255,658Net Income 2017: $157,9942017Revenue 2018: $388,073Expenses 2018: $240,091Net Income 2018: $147,9822018Revenue 2019: $942,327Expenses 2019: $309,630Net Income 2019: $632,6972019Revenue 2020: $622,504Expenses 2020: $361,363Net Income 2020: $261,1412020Revenue 2021: $604,307Expenses 2021: $223,716Net Income 2021: $380,5912021Revenue 2022: $1,726,637Expenses 2022: $785,171Net Income 2022: $941,4662022Revenue 2023: $717,702Expenses 2023: $749,121Net Income 2023: -$31,4192023Revenue 2024: $926,209Expenses 2024: $1,181,867Net Income 2024: -$255,6582024

Highlighted filing

2017

Revenue$413,652
Expenses$255,658
Net Income$157,994
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2016 to Jun 30, 2017
Signed
Aug 15, 2017
Return Version
2016v3.0
Gross Receipts
$413,652
Mission and Program Overview

Mission

The lincoln county foundation is an agency established to receive administer and disburse funds and other property to assist the people of lincoln county,oregon; particularly the yuoung people through grants and scholarships.

The lincoln county foundation is an agency established to receive, administer and disburse funds and other property to assist the people of lincoln county, oregon; particularly the young people through grants and scholarships.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$4,263,616$4,931,260▲ $667,644
Savings and Temporary Cash Investments$44,061$52,586▲ $8,525
Accounts Receivable$1,500$8,000▲ $6,500
Total Assets$4,309,177$4,991,846▲ $682,669
Liabilities
Accounts Payable and Accrued Expenses$231,961$289,261▲ $57,300
Total Liabilities$231,961$289,261▲ $57,300
Net Assets / Fund Balance
Permanently Rstr Net Assets$1,913,844$1,918,705▲ $4,861
Unrestricted Net Assets$1,185,668$1,723,400▲ $537,732
Temporarily Rstr Net Assets$977,704$1,060,480▲ $82,776
Total Net Assets Fund Balance$4,077,216$4,702,585▲ $625,369
Total Liabilities and Net Assets / Fund Balance$4,309,177$4,991,846▲ $682,669
Compensation and Service Providers
Top Officer Pay35th percentile

Board Members and Trustees

NameTitle
Julie HanrahanPresident
Dick AndersonDirector
Jean TurnerDirector
Kate EnyeartDirector
Rex KrabbeDirector
Deborah TrustySecretary
Carol RuggeriTreasurer
Marcia BuckleyVice Preside
Revenue and Support

Revenue Composition

Contributions and Grants
$220,201
Program Service Revenue
$0
Investment Income
$156,251
Other Revenue
$37,200
All Other Contributions
$220,201
Change in Net Assets
$157,994
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$251,550
Other Expenses$4,108
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$165,270--$165,270
Grants to Domestic Orgs$86,280--$86,280
Fees for Services Accounting-$1,922-$1,922
Insurance-$1,580-$1,580
Other Expenses-$596-$596
Office Expenses-$10-$10
Total Functional Expenses$251,550$4,108$0$255,658
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
LC CHILDREN'S ADVOCACY CENTERNewport, OR-Support$40,000
Others--Support$29,067
Lincoln County School DistrictNewport, ORGovSupport$10,000
Lincoln City KiwanisLincoln City, OR-Support$7,213
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
No
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
No

Governance Explanations

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

“Board members have the opportunity to review the form 990 prior to filing. The filing is approved at the next available board meeting.”

Form 990, Page 6, Part VI, Line 19

“Governing documents and financial statements are made available upon request.”

Filing and Contact Details

Filer

Filer Name
Lincoln County Foundation
EIN
93-6030371
Phone
5412656867
Address
8423 YAQUINA BAY ROAD, NEWPORT, OR 97365

Signing Officer

Name
Carol Ruggeri
Title
Treasurer
Phone
5412656867
Signed
2017-08-15

Organization Details

Principal Officer
Carol Ruggeri
Formed
1965
Legal Domicile
Or
Voting Board Members
8
Independent Board Members
8
Employees
0

Preparer

Firm
Grimstad & Associates
Address
PO BOX 1930, NEWPORT, OR 97365
Preparer
Signe Grimstad
Phone
5412655411
Supplemental Narrative

Additional Explanations

FORM 990 - ORGANIZATION'S MISSION

“The lincoln county foundation is an agency established to receive, administer and disburse funds and other property to assist the people of lincoln county, oregon; particularly the young people through grants and scholarships.”

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IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/GrantTypeTxt0SCHOLARSHIPS
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/RecipientCnt069
IRS990ScheduleI/GrantsOtherAsstToIndivInUSGrp/ValuationMethodUsedDesc0BOOK/CASH
IRS990ScheduleI/RecipientTable/CashGrantAmt010000
IRS990ScheduleI/RecipientTable/CashGrantAmt17213
IRS990ScheduleI/RecipientTable/CashGrantAmt240000
IRS990ScheduleI/RecipientTable/CashGrantAmt329067
IRS990ScheduleI/RecipientTable/IRCSectionDesc0GOV
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2SUPPORT
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3SUPPORT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0LINCOLN COUNTY SCHOOL DISTRICT
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1LINCOLN CITY KIWANIS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2LC CHILDREN'S ADVOCACY CENTER
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3OTHERS
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0PO BOX 1110
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt1PO BOX 333
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt2PO BOX 707
IRS990ScheduleI/RecipientTable/USAddress/CityNm0NEWPORT
IRS990ScheduleI/RecipientTable/USAddress/CityNm1LINCOLN CITY
IRS990ScheduleI/RecipientTable/USAddress/CityNm2NEWPORT
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0OR
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd1OR
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd2OR
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd097365
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd197367
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd297365
IRS990ScheduleI/Total501c3OrgCnt012
IRS990ScheduleI/TotalOtherOrgCnt02
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE LINCOLN COUNTY FOUNDATION IS AN AGENCY ESTABLISHED TO RECEIVE, ADMINISTER AND DISBURSE FUNDS AND OTHER PROPERTY TO ASSIST THE PEOPLE OF LINCOLN COUNTY, OREGON; PARTICULARLY THE YOUNG PEOPLE THROUGH GRANTS AND SCHOLARSHIPS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1BOARD MEMBERS HAVE THE OPPORTUNITY TO REVIEW THE FORM 990 PRIOR TO FILING. THE FILING IS APPROVED AT THE NEXT AVAILABLE BOARD MEETING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2GOVERNING DOCUMENTS AND FINANCIAL STATEMENTS ARE MADE AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990 - ORGANIZATION'S MISSION
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0OR
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TemporarilyRstrNetAssetsGrp/BOYAmt0977704
IRS990/TemporarilyRstrNetAssetsGrp/EOYAmt01060480
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt04309177
IRS990/TotalAssetsEOYAmt04991846
IRS990/TotalAssetsGrp/BOYAmt04309177
IRS990/TotalAssetsGrp/EOYAmt04991846
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt0220201
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt04108
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0251550
IRS990/TotalFunctionalExpensesGrp/TotalAmt0255658
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt0231961
IRS990/TotalLiabilitiesEOYAmt0289261
IRS990/TotalLiabilitiesGrp/BOYAmt0231961
IRS990/TotalLiabilitiesGrp/EOYAmt0289261
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt04077216
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt04702585
IRS990/TotalProgramServiceExpensesAmt0251550
IRS990/TotalRevenueGrp/ExclusionAmt0156251
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt037200
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0413652
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt04309177
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt04991846
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationCorpInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt01185668
IRS990/UnrestrictedNetAssetsGrp/EOYAmt01723400
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt01121 SE SPRUCE WAY
IRS990/USAddress/CityNm0NEWPORT
IRS990/USAddress/StateAbbreviationCd0OR
IRS990/USAddress/ZIPCd097365
IRS990/VotingMembersGoverningBodyCnt08
IRS990/VotingMembersIndependentCnt08
IRS990/WebsiteAddressTxt0LINCF.ORG
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0CAROL RUGGERI
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum05412656867
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-08-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0LINCOLN COUNTY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0LINC
ReturnHeader/Filer/EIN0936030371
ReturnHeader/Filer/PhoneNum05412656867
ReturnHeader/Filer/USAddress/AddressLine1Txt08423 YAQUINA BAY ROAD
ReturnHeader/Filer/USAddress/CityNm0NEWPORT
ReturnHeader/Filer/USAddress/StateAbbreviationCd0OR
ReturnHeader/Filer/USAddress/ZIPCd097365
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0696421510D81F6DB58CB3BBBB50B2BBA9C726647
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0696421510D81F6DB58CB3BBBB50B2BBA9C726647
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0931041672
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GRIMSTAD & ASSOCIATES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 1930
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0NEWPORT
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0OR
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd097365
ReturnHeader/PreparerPersonGrp/PhoneNum05412655411
ReturnHeader/PreparerPersonGrp/PreparationDt02017-08-17
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SIGNE GRIMSTAD
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-09-05T16:57:51-07:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-07-01
ReturnHeader/TaxPeriodEndDt02017-06-30
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$4,991,846
Liabilities
$289,261
Net assets
$4,702,585
Revenue
$413,652
Expenses
$255,658
Net income
$157,994
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$8.55$1.07$7.49$0.93$1.18$0.26
2023Detailed filing. Detailed filing data is available for this year.$8.07$0.84$7.23$0.72$0.75$0.03
2022Detailed filing. Detailed filing data is available for this year.$7.50$0.75$6.75$1.73$0.79$0.94
2021Detailed filing. Detailed filing data is available for this year.$8.34$0.50$7.85$0.60$0.22$0.38
2020Detailed filing. Detailed filing data is available for this year.$6.47$0.46$6.00$0.62$0.36$0.26
2019Detailed filing. Detailed filing data is available for this year.$6.05$0.36$5.69$0.94$0.31$0.63
2018Detailed filing. Detailed filing data is available for this year.$5.42$0.34$5.08$0.39$0.24$0.15
2017Detailed filing. Detailed filing data is available for this year.$4.99$0.29$4.70$0.41$0.26$0.16
2016Summary only. Only limited summary data is available for this year.$4.31$0.23$4.08$0.34$0.18$0.16
2015Summary only. Only limited summary data is available for this year.$4.48$0.24$4.24$0.44$0.20$0.25
2014Detailed filing. Detailed filing data is available for this year.$4.27$0.24$4.03$0.48$0.18$0.30
2013Summary only. Only limited summary data is available for this year.$3.46$0.21$3.25$0.22$0.40$0.18
2012Summary only. Only limited summary data is available for this year.$3.31$0.23$3.08$0.22$0.20$0.02
2011Summary only. Only limited summary data is available for this year.$3.23$0.16$3.06$0.65$0.13$0.53