Civic Intelligence

Francis J Pruss Education Trust

990PF • Fiscal year 2012 • EIN 38-6890877

Jan 01, 2012 to Dec 31, 2012 • Filed on Jul 18, 2013

10018 Red Fox Road52205
Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$994,144

Flat from 2012

Net Assets

$994,144

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2012

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

Flat

$27,664

Flat from 2012

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2011: $989,568Liabilities 2011: $02011Assets 2012: $994,144Liabilities 2012: $0Net Assets 2012: $994,1442012Assets 2012: $994,144Liabilities 2012: $12012Assets 2013: $994,677Liabilities 2013: $1Net Assets 2013: $994,6772013Assets 2014: $994,798Liabilities 2014: $1Net Assets 2014: $994,7982014Assets 2015: $993,384Liabilities 2015: $1Net Assets 2015: $993,3842015Assets 2016: $995,920Liabilities 2016: $0Net Assets 2016: $995,9202016Assets 2017: $991,261Liabilities 2017: $0Net Assets 2017: $991,2612017Assets 2018: $990,481Liabilities 2018: $0Net Assets 2018: $990,4812018Assets 2019: $994,371Liabilities 2019: $1Net Assets 2019: $994,3712019Assets 2020: $1,479,413Liabilities 2020: $1Net Assets 2020: $1,479,4132020Assets 2021: $0Liabilities 2021: $0Net Assets 2021: $02021

Highlighted filing

2012

Assets$994,144
Liabilities$0
Net Assets$994,144

Operations Trend

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

$4.0M$2.0M$0-$2.0MRevenue 2011: $27,819Expenses 2011: $8,251Net Income 2011: $19,5682011Expenses 2012: $27,6642012Revenue 2012: $27,664Expenses 2012: $27,664Net Income 2012: $02012Revenue 2013: $27,539Expenses 2013: $27,539Net Income 2013: $02013Revenue 2014: $27,766Expenses 2014: $27,646Net Income 2014: $1202014Revenue 2015: $27,951Expenses 2015: $29,365Net Income 2015: -$1,4142015Revenue 2016: $27,625Expenses 2016: $25,089Net Income 2016: $2,5362016Revenue 2017: $24,237Expenses 2017: $28,896Net Income 2017: -$4,6592017Revenue 2018: $24,237Expenses 2018: $25,017Net Income 2018: -$7802018Revenue 2019: $22,912Expenses 2019: $19,022Net Income 2019: $3,8902019Revenue 2020: $546,885Expenses 2020: $61,843Net Income 2020: $485,0422020Revenue 2021: $1,155,473Expenses 2021: $2,634,886Net Income 2021: -$1,479,4132021

Highlighted filing

2012

Revenue-
Expenses$27,664
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Jul 18, 2013
Return Version
2012v2.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
SHARON R TAYLORCo-Trustee-$0--
LISA FENNERCo-Trustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Approved Future Grant-EduationalCollegeCedar Rapids, IA, US$9,699
Paid Grant-EducationalCollegeCedar Rapids, IA, US$7,869
Approved Future Grant-EducationalCollegeCedar Rapids, IA, US$7,274
Paid Grant-EducationalCollegeCedar Rapids, IA, US$5,902
Approved Future Grant-EducationalCollegeCedar Rapids, IA, US$2,425
Approved Future Grant-EducationalCollegeYpsilanti, MI, US$2,425
Approved Future Grant-EducationalCollegeAnn Arbor, MI, US$2,425
Paid Grant-EducationalCollegeCedar Rapids, IA, US$1,967
Paid Grant-EducationalCollegeYpsilanti, MI, US$1,967
Paid Grant-EducationalCollegeAnn Arbor, MI, US$1,967
Filing and Contact Details

Filer

EIN
38-6890877
Raw XML Appendix353 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/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1LISA FENNER
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0CO-TRUSTEE
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1010018 RED FOX ROAD
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IRS990PF/RlnOfActyToAccomOfExemptPrps/RlnOfActyToAccomOfExemptPrps/RelationshipStatement0ALL INCOME IS DISTRIBUTED TO COLLEGES AFTER EXPENSES
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IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
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IRS990PF/StatementsRegardingActivities/BooksInCareOfPersonName0SHARON R TAYLOR
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber03194252018
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IRS990PF/SummaryOfDirectCharitableActy/Description10THE FOUNDATION DISTRIBUTES ITS NET INCOME TO FIVE COLLEGES 40 TO KIRKWOOD CC 30 TO MOUNT MERCY AND 10 EACH TO COE EASTERN MICH UNIV & UNIV OF MICHIGAN
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IRS990PF/SupplementaryInformation/GrantOrContriApprovedForFuture/Amount42425
IRS990PF/SupplementaryInformation/GrantOrContriApprovedForFuture/PurposeOfGrantOrContribution0Eduational
IRS990PF/SupplementaryInformation/GrantOrContriApprovedForFuture/PurposeOfGrantOrContribution1Educational
IRS990PF/SupplementaryInformation/GrantOrContriApprovedForFuture/PurposeOfGrantOrContribution2Educational
IRS990PF/SupplementaryInformation/GrantOrContriApprovedForFuture/PurposeOfGrantOrContribution3Educational
IRS990PF/SupplementaryInformation/GrantOrContriApprovedForFuture/PurposeOfGrantOrContribution4Educational
IRS990PF/SupplementaryInformation/GrantOrContriApprovedForFuture/RecipientFoundationStatus0College
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IRS990PF/SupplementaryInformation/GrantOrContriApprovedForFuture/RecipientFoundationStatus2College
IRS990PF/SupplementaryInformation/GrantOrContriApprovedForFuture/RecipientFoundationStatus3College
IRS990PF/SupplementaryInformation/GrantOrContriApprovedForFuture/RecipientFoundationStatus4College
IRS990PF/SupplementaryInformation/GrantOrContriApprovedForFuture/RecipientPersonName0Kirkwood Community College
IRS990PF/SupplementaryInformation/GrantOrContriApprovedForFuture/RecipientPersonName1Mt Mercy University
IRS990PF/SupplementaryInformation/GrantOrContriApprovedForFuture/RecipientPersonName2Coe College
IRS990PF/SupplementaryInformation/GrantOrContriApprovedForFuture/RecipientPersonName3Eastern Mich Univ
IRS990PF/SupplementaryInformation/GrantOrContriApprovedForFuture/RecipientPersonName4Regents of Univ of Michigan
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName0Kirkwood Community College
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName1Mt Mercy University
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName2Coe College
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName3Eastern Mich University
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName4Regents of Univ of Michigan
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine111330 Elmhurst Dr NE
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0Cedar Rapids
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1Cedar Rapids
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2Cedar Rapids
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State4MI
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode052404
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode152402
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode252402
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode348197
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode4481091288
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriApprovedFuture024248
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear019672
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/AppliedToCurrentYear03297
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted03297
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear1025665
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear2026242
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear076274
IRS990PF/UndistributedIncome/ExcessFromCurrentYear024367
IRS990PF/UndistributedIncome/ExcessFromYear1025665
IRS990PF/UndistributedIncome/ExcessFromYear2026242
IRS990PF/UndistributedIncome/QualifyingDistributions027664
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus024367
IRS990PF/UndistributedIncome/TotalCorpus076274
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover051907
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
LegalFeesSchedule/LegalFees/AdjustedNetIncome0300
LegalFeesSchedule/LegalFees/Amount0300
LegalFeesSchedule/LegalFees/Category0Annual Report
LegalFeesSchedule/LegalFees/DisbursementsCharitablePrps0300
LegalFeesSchedule/LegalFees/NetInvestmentIncome0300
OtherDecreasesSchedule/OtherDecreases/Amount019672
OtherDecreasesSchedule/OtherDecreases/Description0Prior year distrib pd during year
OtherExpensesSchedule/OtherExpenses/AdjustedNetIncome0900
OtherExpensesSchedule/OtherExpenses/AdjustedNetIncome112
OtherExpensesSchedule/OtherExpenses/Description0Tax Prep
OtherExpensesSchedule/OtherExpenses/Description1Postage
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps0900
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps112
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome0900
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome112
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks0900
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks112
OtherIncreasesSchedule/OtherIncreases/Amount024248
OtherIncreasesSchedule/OtherIncreases/Description0Distribution paid after year end
ReductionExplanationStatement/Explanation0The real estate is excluded since it was pledged to the five colleges by the will that created the trust. The land cannot be sold for 10 years from the establishment of the trust. At that time the land will be sold and the proceeds distriubted to the 5 colleges, along with the all other cash, and the trust will be terminated.
TaxesSchedule/Taxes/AdjustedNetIncome02204
TaxesSchedule/Taxes/Amount02204
TaxesSchedule/Taxes/Category0Farm Property Tax
TaxesSchedule/Taxes/DisbursementsCharitablePrps02204
TaxesSchedule/Taxes/NetInvestmentIncome02204
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0386890877
ReturnHeader/Filer/Name/BusinessNameLine10FRANCIS J PRUSS EDUCATION TRUST
ReturnHeader/Filer/NameControl0PRUS
ReturnHeader/Filer/USAddress/AddressLine1010018 RED FOX ROAD
ReturnHeader/Filer/USAddress/City0ANAMOSA
ReturnHeader/Filer/USAddress/State0IA
ReturnHeader/Filer/USAddress/ZIPCode052205
ReturnHeader/Officer/AuthorizeThirdParty0false
ReturnHeader/Officer/DateSigned02013-07-18
ReturnHeader/Officer/Name0Sharon Taylor
ReturnHeader/Officer/Phone03194252018
ReturnHeader/Officer/Title0TRUSTEE
ReturnHeader/Preparer/DatePrepared02013-08-09
ReturnHeader/PreparerFirm/EIN0421343677
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10Koch Platner & Reed PC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine102720 First Ave NE Ste 212
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0Cedar Rapids
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0IA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode052402
ReturnHeader/Preparer/Name0Barry A Reed
ReturnHeader/Preparer/Phone03193623856
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-08-09T07:35:33-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.00$0.00$0.00$1.16$2.63$1.48
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.48$0.00$1.48$0.55$0.06$0.49
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.99$0.00$0.99$0.02$0.02$0.00
2018Detailed filing. Detailed filing data is available for this year.$0.99$0.00$0.99$0.02$0.03$0.00
2017Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$0.99$0.00$0.99$0.02$0.03$0.00
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.00$0.00$1.00$0.03$0.03$0.00
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.99$0.00$0.99$0.03$0.03$0.00
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.99$0.00$0.99$0.03$0.03$0.00
2013Import issue. A filing source exists for this year, but detailed import did not complete cleanly.$0.99$0.00$0.99$0.03$0.03$0.00
2012Detailed filing. Detailed filing data is available for this year.$0.99$0.00$0.99$0.03
2012Summary only. Only limited summary data is available for this year.$0.99$0.00$0.03$0.03$0.00
2011Summary only. Only limited summary data is available for this year.$0.99$0.00$0.03$0.01$0.02