Civic Intelligence

William and Bertha D Green Foundation

990PF • Fiscal year 2018 • EIN 22-2191519

Oct 01, 2017 to Sep 30, 2018 • Filed on Feb 08, 2019

Organization Profile
2535 NW 159th StreetClive, IA 50325

(708) 497-8183

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2018 filings • <$500k nonprofits • Source year 2018

Liabilities / Revenue

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2018 filings • <$500k nonprofits • Source year 2018

Net Margin

24th percentile

-12%

Higher net margin than 24% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2018 filings • <$500k nonprofits • Source year 2018

Asset Growth

41st percentile

-2.2%

Faster asset growth than 41% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

5th percentile

-76%

Faster revenue growth than 5% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$37,723

Down $836 (-2.2%) from 2017

Net Assets

Down

$37,723

Down $836 (-2.2%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin24th percentile

Revenue

Down

$7,224

Down $23,010 (-76%) from 2017

Expenses

Down

$8,060

Down $26,308 (-77%) from 2017

Net Income

Up

-$836

Up $3,298 (+80%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth41st percentile

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

$80K$60K$40K$20K$0Assets 2011: $50,235Liabilities 2011: $02011Assets 2012: $51,234Liabilities 2012: $0Net Assets 2012: $51,2342012Assets 2013: $48,860Liabilities 2013: $0Net Assets 2013: $48,8602013Assets 2014: $42,646Liabilities 2014: $02014Assets 2015: $45,606Liabilities 2015: $02015Assets 2016: $42,693Liabilities 2016: $0Net Assets 2016: $42,6932016Assets 2017: $38,559Liabilities 2017: $0Net Assets 2017: $38,5592017Assets 2018: $37,723Liabilities 2018: $0Net Assets 2018: $37,7232018Assets 2019: $36,554Liabilities 2019: $0Net Assets 2019: $36,5542019Assets 2020: $36,837Liabilities 2020: $0Net Assets 2020: $36,8372020Assets 2021: $68,770Liabilities 2021: $0Net Assets 2021: $68,7702021Assets 2022: $73,081Liabilities 2022: $0Net Assets 2022: $73,0812022Assets 2023: $72,822Liabilities 2023: $0Net Assets 2023: $72,8222023Assets 2024: $61,060Liabilities 2024: $0Net Assets 2024: $61,0602024

Highlighted filing

2018

Assets$37,723
Liabilities$0
Net Assets$37,723
Open 2018 Filing

Operations Trend

Revenue Growth5th percentile

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

$40K$20K$0-$20KRevenue 2011: $1,750Expenses 2011: $581Net Income 2011: $1,1692011Expenses 2012: $1,1922012Expenses 2013: $4,7922013Revenue 2014: $4,103Expenses 2014: $5,317Net Income 2014: -$1,2142014Revenue 2015: $4,799Expenses 2015: $1,841Net Income 2015: $2,9582015Revenue 2016: $17,768Expenses 2016: $20,681Net Income 2016: -$2,9132016Revenue 2017: $30,234Expenses 2017: $34,368Net Income 2017: -$4,1342017Revenue 2018: $7,224Expenses 2018: $8,060Net Income 2018: -$8362018Revenue 2019: $4,168Expenses 2019: $5,337Net Income 2019: -$1,1692019Revenue 2020: $3,933Expenses 2020: $3,650Net Income 2020: $2832020Revenue 2021: $35,583Expenses 2021: $3,650Net Income 2021: $31,9332021Revenue 2022: $5,639Expenses 2022: $150Net Income 2022: $5,4892022Revenue 2023: $5,731Expenses 2023: $5,833Net Income 2023: -$1022023Revenue 2024: $6,198Expenses 2024: $17,960Net Income 2024: -$11,7622024

Highlighted filing

2018

Revenue$7,224
Expenses$8,060
Net Income-$836
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2017 to Sep 30, 2018
Signed
Feb 8, 2019
Return Version
2017v2.3
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
THOMAS GREENTrustee-$0--
Filing and Contact Details

Filer

Filer Name
William & Bertha D Green Foundation
EIN
22-2191519
Phone
7084978183
Address
2535 NW 159TH STREET, CLIVE, IA 50325

Signing Officer

Name
Thomas Green
Title
Trustee
Phone
7084978183
Signed
2019-02-08
Discuss with paid preparer
Yes

Preparer

Firm
Brooks Lodden Pc
Address
1441 29TH STREET STE 305, WEST DES MOINES, IA 50266-1357
Preparer
Anthony Wagner
Phone
5152237300
Raw XML Appendix326 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.

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IRS990PF/StatementsRegardingActyGrp/PhoneNum07084978183
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd00
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0MAIN STREET MONTESSORI & MIDDLE SCHOOL
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
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IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt08245
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt01745
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt024832
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt012381
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt01745
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt035468
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt024832
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt010636
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt06500
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt035468
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt037213
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0MORGAN STANLEY ACCOUNT FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0450
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0450
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0THOMAS GREEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07084978183
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-02-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0WILLIAM & BERTHA D GREEN FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0WILL
ReturnHeader/Filer/EIN0222191519
ReturnHeader/Filer/PhoneNum07084978183
ReturnHeader/Filer/USAddress/AddressLine1Txt02535 NW 159TH STREET
ReturnHeader/Filer/USAddress/CityNm0CLIVE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd050325
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId00796FCE7583AE90769CEF6CA2A629B61E6D445D2
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId00796FCE7583AE90769CEF6CA2A629B61E6D445D2
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt038.87.33.4
ReturnHeader/FilingSecurityInformation/IPDt02019-02-08
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm012:43:47
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0421229486
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BROOKS LODDEN PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01441 29TH STREET STE 305
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WEST DES MOINES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0502661357
ReturnHeader/PreparerPersonGrp/PhoneNum05152237300
ReturnHeader/PreparerPersonGrp/PreparationDt02019-02-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ANTHONY WAGNER
ReturnHeader/ReturnTs02019-02-13T10:24:26-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-10-01
ReturnHeader/TaxPeriodEndDt02018-09-30
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$37,723
Liabilities
$0
Net assets
$37,723
Revenue
$7,224
Expenses
$8,060
Net income
-$836
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$61.1$0.00$61.1$6.20$18.0$11.8
2023Detailed filing. Detailed filing data is available for this year.$72.8$0.00$72.8$5.73$5.83$0.10
2022Detailed filing. Detailed filing data is available for this year.$73.1$0.00$73.1$5.64$0.15$5.49
2021Detailed filing. Detailed filing data is available for this year.$68.8$0.00$68.8$35.6$3.65$31.9
2020Detailed filing. Detailed filing data is available for this year.$36.8$0.00$36.8$3.93$3.65$0.28
2019Detailed filing. Detailed filing data is available for this year.$36.6$0.00$36.6$4.17$5.34$1.17
2018Detailed filing. Detailed filing data is available for this year.$37.7$0.00$37.7$7.22$8.06$0.84
2017Detailed filing. Detailed filing data is available for this year.$38.6$0.00$38.6$30.2$34.4$4.13
2016Detailed filing. Detailed filing data is available for this year.$42.7$0.00$42.7$17.8$20.7$2.91
2015Summary only. Only limited summary data is available for this year.$45.6$0.00$4.80$1.84$2.96
2014Summary only. Only limited summary data is available for this year.$42.6$0.00$4.10$5.32$1.21
2013Detailed filing. Detailed filing data is available for this year.$48.9$0.00$48.9$4.79
2012Detailed filing. Detailed filing data is available for this year.$51.2$0.00$51.2$1.19
2011Summary only. Only limited summary data is available for this year.$50.2$0.00$1.75$0.58$1.17