Civic Intelligence

John J and Judy a Arledge Charitable Foundation

990PF • Fiscal year 2016 • EIN 30-0348285

Jan 01, 2016 to Dec 31, 2016 • Filed on May 15, 2017

Organization Profile
222 North Main StreetBurlington, IA 52601

(319) 753-9136

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Liabilities / Revenue

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Net Margin

41st percentile

-0.6%

Higher net margin than 41% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Top Officer Pay

76th percentile

$216

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 0.5% of source-year revenue.

2016 filings • <$500k nonprofits • Source year 2016

Asset Growth

12th percentile

-34%

Faster asset growth than 12% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

46th percentile

-1.9%

Faster revenue growth than 46% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$575

Down $291 (-34%) from 2015

Net Assets

Down

$575

Down $291 (-34%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin41st percentile

Revenue

Down

$47,832

Down $922 (-1.9%) from 2015

Expenses

Down

$48,123

Down $1,241 (-2.5%) from 2015

Net Income

Up

-$291

Up $319 (+52%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth12th percentile

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

$200K$150K$100K$50K$0Assets 2012: $1,723Liabilities 2012: $0Net Assets 2012: $1,7232012Assets 2013: $28,666Liabilities 2013: $0Net Assets 2013: $28,6662013Assets 2014: $1,476Liabilities 2014: $0Net Assets 2014: $1,4762014Assets 2015: $866Liabilities 2015: $0Net Assets 2015: $8662015Assets 2016: $575Liabilities 2016: $0Net Assets 2016: $5752016Assets 2017: $1,233Liabilities 2017: $0Net Assets 2017: $1,2332017Assets 2018: $2,462Liabilities 2018: $0Net Assets 2018: $2,4622018Assets 2019: $51,568Liabilities 2019: $0Net Assets 2019: $51,5682019Assets 2020: $116,578Liabilities 2020: $0Net Assets 2020: $116,5782020Assets 2021: $183,506Liabilities 2021: $0Net Assets 2021: $183,5062021Assets 2022: $133,115Liabilities 2022: $0Net Assets 2022: $133,1152022Assets 2023: $107,760Liabilities 2023: $0Net Assets 2023: $107,7602023Assets 2024: $132,399Liabilities 2024: $0Net Assets 2024: $132,3992024

Highlighted filing

2016

Assets$575
Liabilities$0
Net Assets$575
Open 2016 Filing

Operations Trend

Revenue Growth46th percentile

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

$150K$100K$50K$0-$50K-$100KExpenses 2012: $5732012Revenue 2013: $37,536Expenses 2013: $10,593Net Income 2013: $26,9432013Revenue 2014: $54,506Expenses 2014: $81,696Net Income 2014: -$27,1902014Revenue 2015: $48,754Expenses 2015: $49,364Net Income 2015: -$6102015Revenue 2016: $47,832Expenses 2016: $48,123Net Income 2016: -$2912016Revenue 2017: $55,236Expenses 2017: $54,578Net Income 2017: $6582017Revenue 2018: $112,260Expenses 2018: $111,031Net Income 2018: $1,2292018Revenue 2019: $122,206Expenses 2019: $73,100Net Income 2019: $49,1062019Revenue 2020: $145,071Expenses 2020: $80,061Net Income 2020: $65,0102020Revenue 2021: $133,506Expenses 2021: $66,578Net Income 2021: $66,9282021Revenue 2022: $31,240Expenses 2022: $81,631Net Income 2022: -$50,3912022Revenue 2023: $9,494Expenses 2023: $34,850Net Income 2023: -$25,3562023Revenue 2024: $131,838Expenses 2024: $54,203Net Income 2024: $77,6352024

Highlighted filing

2016

Revenue$47,832
Expenses$48,123
Net Income-$291
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 15, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay76th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$216-$216
Filing and Contact Details

Filer

Filer Name
John J & Judy A Arledge Charitable Trust
EIN
30-0348285
Phone
3197539136
Address
222 North Main Street, Burlington, IA 52601

Signing Officer

Name
Eric Benne
Title
VP & to
Phone
3197539136
Signed
2017-05-15

Preparer

Firm
Jean E Ballinger CPA
Address
2752 Division Street, Burlington, IA 52601
Preparer
Jean E Ballinger
Phone
3197527500
Raw XML Appendix278 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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IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0JOHN J JUDY A ARLEDGE
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IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt16031
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt214791
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt314857
IRS990ScheduleB/NonCashPropertyContributionGrp/FairMarketValueAmt47153
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc0ALTRIA GROUP INC - 80 SHS
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc1PHILIP MORRIS INTERNATIONAL - 60 SHS
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc2PHILIP MORRIS INTERNATIONAL - 145 SHS
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc3PHILIP MORRIS INTERNATIONAL - 145 SHS
IRS990ScheduleB/NonCashPropertyContributionGrp/NoncashPropertyDesc4VISA INCORPORATED, CLASS A - 90 SHS
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt02016-04-14
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt12016-04-14
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt22016-07-06
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt32016-07-08
IRS990ScheduleB/NonCashPropertyContributionGrp/ReceivedDt42016-11-16
IRS990ScheduleB/Organization501c3ExemptPFInd0X
TaxesSchedule/TaxesDetail/Amt02
TaxesSchedule/TaxesDetail/CategoryTxt0Excise taxes
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt02
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/PersonNm0ERIC BENNE
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP & TO
ReturnHeader/BusinessOfficerGrp/PhoneNum03197539136
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0John J & Judy A Arledge Charitable Trust
ReturnHeader/Filer/BusinessNameControlTxt0JOHN
ReturnHeader/Filer/EIN0300348285
ReturnHeader/Filer/PhoneNum03197539136
ReturnHeader/Filer/USAddress/AddressLine1Txt0222 North Main Street
ReturnHeader/Filer/USAddress/CityNm0Burlington
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd052601
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId08FBFA6F38730AB3762354EE2F0853F5CAF11640D
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId08FBFA6F38730AB3762354EE2F0853F5CAF11640D
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt069.18.25.21
ReturnHeader/FilingSecurityInformation/IPDt02017-05-15
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PD
ReturnHeader/FilingSecurityInformation/IPTm012:10:14
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Jean E Ballinger CPA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02752 Division Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Burlington
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd052601
ReturnHeader/PreparerPersonGrp/PhoneNum03197527500
ReturnHeader/PreparerPersonGrp/PreparationDt02017-05-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JEAN E BALLINGER
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-05-15T12:10:21-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$575
Liabilities
$0
Net assets
$575
Revenue
$47,832
Expenses
$48,123
Net income
-$291
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.32$0.00$1.32$1.32$0.54$0.78
2023Detailed filing. Detailed filing data is available for this year.$1.08$0.00$1.08$0.09$0.35$0.25
2022Detailed filing. Detailed filing data is available for this year.$1.33$0.00$1.33$0.31$0.82$0.50
2021Detailed filing. Detailed filing data is available for this year.$1.84$0.00$1.84$1.34$0.67$0.67
2020Detailed filing. Detailed filing data is available for this year.$1.17$0.00$1.17$1.45$0.80$0.65
2019Detailed filing. Detailed filing data is available for this year.$0.52$0.00$0.52$1.22$0.73$0.49
2018Detailed filing. Detailed filing data is available for this year.$0.02$0.00$0.02$1.12$1.11$0.01
2017Detailed filing. Detailed filing data is available for this year.$0.01$0.00$0.01$0.55$0.55$0.01
2016Detailed filing. Detailed filing data is available for this year.$0.01$0.00$0.01$0.48$0.48$0.00
2015Detailed filing. Detailed filing data is available for this year.$0.01$0.00$0.01$0.49$0.49$0.01
2014Detailed filing. Detailed filing data is available for this year.$0.01$0.00$0.01$0.55$0.82$0.27
2013Detailed filing. Detailed filing data is available for this year.$0.29$0.00$0.29$0.38$0.11$0.27
2012Detailed filing. Detailed filing data is available for this year.$0.02$0.00$0.02$0.01