Civic Intelligence

Schwartz Memorial Foundation Trust

990PF • Fiscal year 2019 • EIN 23-7075494

Jan 01, 2019 to Dec 31, 2019 • Filed on Apr 18, 2020

Organization Profile
PO Box 0634Milwaukee, WI 53201-0634

(641) 683-2045

Siviq Scores

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

Liabilities / Assets

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Net Margin

19th percentile

-20%

Higher net margin than 19% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

49th percentile

$18,407

Higher top officer pay than 49% of similar nonprofits.

Top officer pay equals 25.8% of source-year revenue.

2019 filings • $1M-$5M nonprofits • Source year 2019

Asset Growth

35th percentile

-1.2%

Faster asset growth than 35% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

85th percentile

43%

Faster revenue growth than 85% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets29th percentile

Assets

Down

$1,200,199

Down $14,064 (-1.2%) from 2018

Net Assets

Down

$1,200,199

Down $14,064 (-1.2%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin19th percentile

Revenue

Up

$71,378

Up $21,439 (+43%) from 2018

Expenses

Down

$85,301

Down $339 (-0.4%) from 2018

Net Income

Up

-$13,923

Up $21,778 (+61%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth35th percentile

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

$1.5M$1.0M$500K$0Assets 2010: $1,320,404Liabilities 2010: $0Net Assets 2010: $1,320,4042010Assets 2011: $1,244,160Liabilities 2011: $1,000Net Assets 2011: $1,243,1602011Assets 2012: $1,210,053Liabilities 2012: $1,000Net Assets 2012: $1,209,0532012Assets 2013: $1,255,924Liabilities 2013: $0Net Assets 2013: $1,255,9242013Assets 2014: $1,261,562Liabilities 2014: $0Net Assets 2014: $1,261,5622014Assets 2015: $1,241,006Liabilities 2015: $0Net Assets 2015: $1,241,0062015Assets 2016: $1,270,497Liabilities 2016: $0Net Assets 2016: $1,270,4972016Assets 2017: $1,249,962Liabilities 2017: $0Net Assets 2017: $1,249,9622017Assets 2018: $1,214,263Liabilities 2018: $0Net Assets 2018: $1,214,2632018Assets 2019: $1,200,199Liabilities 2019: $0Net Assets 2019: $1,200,1992019Assets 2020: $1,148,535Liabilities 2020: $0Net Assets 2020: $1,148,5352020Assets 2021: $1,124,838Liabilities 2021: $0Net Assets 2021: $1,124,8382021Assets 2022: $1,066,667Liabilities 2022: $0Net Assets 2022: $1,066,6672022Assets 2023: $1,085,593Liabilities 2023: $0Net Assets 2023: $1,085,5932023Assets 2024: $1,073,264Liabilities 2024: $0Net Assets 2024: $1,073,2642024

Highlighted filing

2019

Assets$1,200,199
Liabilities$0
Net Assets$1,200,199
Open 2019 Filing

Operations Trend

Revenue Growth85th percentile

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

$150K$100K$50K$0-$50K-$100KExpenses 2010: $75,3842010Expenses 2011: $81,9482011Expenses 2012: $79,6742012Revenue 2013: $128,569Expenses 2013: $81,688Net Income 2013: $46,8812013Revenue 2014: $92,135Expenses 2014: $86,497Net Income 2014: $5,6382014Revenue 2015: $67,182Expenses 2015: $87,749Net Income 2015: -$20,5672015Revenue 2016: $113,006Expenses 2016: $83,517Net Income 2016: $29,4892016Revenue 2017: $60,690Expenses 2017: $81,225Net Income 2017: -$20,5352017Revenue 2018: $49,939Expenses 2018: $85,640Net Income 2018: -$35,7012018Revenue 2019: $71,378Expenses 2019: $85,301Net Income 2019: -$13,9232019Revenue 2020: $32,870Expenses 2020: $84,454Net Income 2020: -$51,5842020Revenue 2021: $63,227Expenses 2021: $86,924Net Income 2021: -$23,6972021Revenue 2022: $37,383Expenses 2022: $95,414Net Income 2022: -$58,0312022Revenue 2023: $103,904Expenses 2023: $84,971Net Income 2023: $18,9332023Revenue 2024: $72,323Expenses 2024: $84,609Net Income 2024: -$12,2862024

Highlighted filing

2019

Revenue$71,378
Expenses$85,301
Net Income-$13,923
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Apr 18, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay49th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
US BANK N ATrustee-$18,407-$18,407
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantINDIAN HILLS COMM COLLEGE FOUNDATION ATTN RHONDA CONRAD EXEC DIRECTORSCHOLARSHIPSPCOTTUMWA, IA, US$21,026
Paid GrantST AMBROSE UNIVERSITYSCHOLARSHIPSPCDAVENPORT, IA, US$21,026
Paid GrantDAVIS COUNTY HOSPITALGENERAL OPERATINGPCBLOOMFIELD, IA, US$11,322
Paid GrantJEFFERSON COUNTY HOSPITALGENERAL OPERATINGPCFAIRFIELD, IA, US$11,322
Filing and Contact Details

Filer

Filer Name
Schwartz Memorial Foundation Trust
EIN
23-7075494
Phone
6416832045
Address
PO BOX 0634, MILWAUKEE, WI 53201-0634

Signing Officer

Name
US Bank Na
Title
Trustee
Phone
6416832045
Signed
2020-04-18
Discuss with paid preparer
Yes

Preparer

Firm
Pricewaterhousecoopers Llp
Address
600 GRANT STREET, PITTSBURGH, PA 15219
Preparer
Joseph J Castriano
Phone
4123556000
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt452277
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt537832
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt628673
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt740594
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt843948
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt936265
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1035707
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1120041
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1221791
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt135744
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1421243
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1523074
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1623134
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1717326
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1811195
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1937090
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc05746.806 AMER CENT DIVERSIFI BOND INS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11252.472 ROBECO BOSTON PARTNERS L S RSRCH
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2613.254 AMERICAN EUROPACIFIC GRTH F2
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc34737.384 FEDERATED INST HI YLD BD FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc44537.954 GOLDMAN SACHS COMM STRAT INS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc53888.162 LOOMIS SAYLES STRATEGIC ALPHA FUND Y
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc61331.776 NUVEEN REAL ESTATE SECS I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc73710.575 P I M C O FOREIGN BOND FD US HD INST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc82923.998 ROBECO BOSTON PARTNERS L S RSRCH
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9715.288 AMERICAN EUROPACIFIC GRTH F2
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10725. ISHARES CORE MSCI EMERGING MKTS ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11350. VANGUARD TOTAL INTL BD IDX ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12190. ISHARES BARCLAYS TIPS BOND ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1350. ISHARES BARCLAYS TIPS BOND ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14370. VANGUARD TOTAL INTL BD IDX ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc15200. ISHARES BARCLAYS TIPS BOND ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc16200. ISHARES BARCLAYS TIPS BOND ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc17150. ISHARES BARCLAYS TIPS BOND ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc18175. ISHARES CORE MSCI EAFE ETF
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc19476.313 VANGUARD TOTAL STOCK MKT INDEX FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc20CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02019-02-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12019-02-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22019-05-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32019-05-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42019-05-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52019-05-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62019-05-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72019-05-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82019-05-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92019-06-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102019-06-17
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112019-06-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122019-07-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132019-07-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142019-07-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152019-07-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt162019-10-28
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt172019-10-29
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt182019-11-08
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt192019-11-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt035363
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-13923
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt0153
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt012
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01200352
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01214263
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01200199
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt066766
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt066766
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt066766
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt067302
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0536
IRS990PF/DistributableAmountGrp/TotalTaxAmt0536
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0336
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/ExtsnRequestIncomeTaxPaidAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0536
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0536
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0536
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0200
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0336
IRS990PF/FMVAssetsEOYAmt01414083
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt01214263
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt01200199
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0750
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0203
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0203
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0438889
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0465043
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0480206
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0754714
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0718540
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0906474
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt0619
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt0601
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt0601
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt01113
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt01113
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt011900
IRS990PF/Form990PFBalanceSheetsGrp/OtherRcvblAllwncDbtflAcctAmt00
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt018178
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt014699
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt014699
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01214263
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01200199
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt01414083
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01214263
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01200199
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01214263
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01200199
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt01366530
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt023014
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt01343516
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt020498
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt067302
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt01346032
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt01366530
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt018407
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0US BANK N A
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0PO BOX 0634
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0MILWAUKEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0WI
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd0532010634
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt066561
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt067097
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt067871
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt064576
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt067562
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt071753
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt068230
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.04945
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.050263
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.046822
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.051573
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.051907
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.046685
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0536
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt01346032
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt01350324
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt01379168
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt01310028
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt01382337
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt01461500
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt067868
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.24725
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt067332
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt067868
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt0536
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt067868
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt00
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideSuitabilityTestAmt00
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0true
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0123 E THIRD STREET
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0OTTUMWA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0IA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd052501
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0IA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0US Bank NA
IRS990PF/StatementsRegardingActyGrp/PhoneNum06416832045
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,200,199
Liabilities
$0
Net assets
$1,200,199
Revenue
$71,378
Expenses
$85,301
Net income
-$13,923
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.07$0.00$1.07$0.07$0.08$0.01
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.09$0.00$1.09$0.10$0.08$0.02
2022Detailed filing. Detailed filing data is available for this year.$1.07$0.00$1.07$0.04$0.10$0.06
2021Detailed filing. Detailed filing data is available for this year.$1.12$0.00$1.12$0.06$0.09$0.02
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.15$0.00$1.15$0.03$0.08$0.05
2019Detailed filing. Detailed filing data is available for this year.$1.20$0.00$1.20$0.07$0.09$0.01
2018Detailed filing. Detailed filing data is available for this year.$1.21$0.00$1.21$0.05$0.09$0.04
2017Detailed filing. Detailed filing data is available for this year.$1.25$0.00$1.25$0.06$0.08$0.02
2016Detailed filing. Detailed filing data is available for this year.$1.27$0.00$1.27$0.11$0.08$0.03
2015Detailed filing. Detailed filing data is available for this year.$1.24$0.00$1.24$0.07$0.09$0.02
2014Detailed filing. Detailed filing data is available for this year.$1.26$0.00$1.26$0.09$0.09$0.01
2013Detailed filing. Detailed filing data is available for this year.$1.26$0.00$1.26$0.13$0.08$0.05
2012XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.21$0.00$1.21$0.08
2011Detailed filing. Detailed filing data is available for this year.$1.24$0.00$1.24$0.08
2010Detailed filing. Detailed filing data is available for this year.$1.32$0.00$1.32$0.08