Civic Intelligence

Helen Kelly Tr

990PF • Fiscal year 2013 • EIN 39-6648565

Jan 01, 2013 to Dec 31, 2013 • Filed on May 08, 2014

Organization Profile
C/O US Bank N A P O Box 7900Saint Paul, MN 53707-7900

(319) 368-4649

Siviq Scores

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

Liabilities / Assets

36th percentile

0.00x

Higher debt load relative to assets than 36% of similar nonprofits.

2013 filings • $500k-$1M nonprofits • Source year 2013

Liabilities / Revenue

38th percentile

0.00x

Higher debt load relative to revenue than 38% of similar nonprofits.

2013 filings • $500k-$1M nonprofits • Source year 2013

Net Margin

75th percentile

21%

Higher net margin than 75% of similar nonprofits.

2013 filings • $500k-$1M nonprofits • Source year 2013

Top Officer Pay

64th percentile

$12,023

Higher top officer pay than 64% of similar nonprofits.

Top officer pay equals 16.5% of source-year revenue.

2013 filings • $500k-$1M nonprofits • Source year 2013

Asset Growth

51st percentile

1.8%

Faster asset growth than 51% of similar nonprofits.

2013 filings • $500k-$1M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet
Liabilities / Assets36th percentile

Assets

Up

$849,812

Up $15,165 (+1.8%) from 2012

Net Assets

Up

$849,812

Up $15,165 (+1.8%) from 2012

Liabilities

Up

$1

Up $1 from 2012

Revenue And Expenses
Liabilities / Revenue38th percentileNet Margin75th percentile

Revenue

$72,995

No earlier filing loaded for comparison.

Expenses

Up

$57,830

Up $3,417 (+6.3%) from 2012

Net Income

$15,165

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth51st percentile

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

$1.0M$500K$0Assets 2010: $630,960Liabilities 2010: $0Net Assets 2010: $630,9602010Assets 2011: $653,442Liabilities 2011: $0Net Assets 2011: $653,4422011Assets 2012: $834,647Liabilities 2012: $0Net Assets 2012: $834,6472012Assets 2013: $849,812Liabilities 2013: $1Net Assets 2013: $849,8122013Assets 2014: $877,659Liabilities 2014: $1Net Assets 2014: $877,6592014Assets 2015: $847,856Liabilities 2015: $1Net Assets 2015: $847,8562015Assets 2016: $808,313Liabilities 2016: $0Net Assets 2016: $808,3132016Assets 2017: $789,939Liabilities 2017: $0Net Assets 2017: $789,9392017Assets 2018: $775,306Liabilities 2018: $0Net Assets 2018: $775,3062018Assets 2019: $740,792Liabilities 2019: $1Net Assets 2019: $740,7922019Assets 2020: $708,421Liabilities 2020: $1Net Assets 2020: $708,4212020Assets 2021: $738,797Liabilities 2021: $1Net Assets 2021: $738,7972021Assets 2022: $740,604Liabilities 2022: $1Net Assets 2022: $740,6042022Assets 2023: $714,992Liabilities 2023: $1Net Assets 2023: $714,9922023Assets 2024: $704,826Liabilities 2024: $0Net Assets 2024: $704,8262024

Highlighted filing

2013

Assets$849,812
Liabilities$1
Net Assets$849,812
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$100K$50K$0-$50KExpenses 2010: $45,9282010Expenses 2011: $51,6072011Expenses 2012: $54,4132012Revenue 2013: $72,995Expenses 2013: $57,830Net Income 2013: $15,1652013Revenue 2014: $83,410Expenses 2014: $55,563Net Income 2014: $27,8472014Revenue 2015: $26,216Expenses 2015: $56,065Net Income 2015: -$29,8492015Revenue 2016: $13,110Expenses 2016: $53,387Net Income 2016: -$40,2772016Revenue 2017: $33,336Expenses 2017: $51,691Net Income 2017: -$18,3552017Revenue 2018: $40,108Expenses 2018: $54,744Net Income 2018: -$14,6362018Revenue 2019: $22,120Expenses 2019: $56,541Net Income 2019: -$34,4212019Revenue 2020: $24,377Expenses 2020: $56,726Net Income 2020: -$32,3492020Revenue 2021: $83,194Expenses 2021: $52,812Net Income 2021: $30,3822021Revenue 2022: $57,087Expenses 2022: $55,279Net Income 2022: $1,8082022Revenue 2023: $25,550Expenses 2023: $51,152Net Income 2023: -$25,6022023Revenue 2024: $40,574Expenses 2024: $50,736Net Income 2024: -$10,1622024

Highlighted filing

2013

Revenue$72,995
Expenses$57,830
Net Income$15,165
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
May 8, 2014
Return Version
2013v3.1
Compensation and Service Providers
Top Officer Pay64th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-TrusteeFT$12,023-$12,023
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantST LUKES HEALTH CARE FOUNDATIONSUPPORTPUBLICCEDAR RAPIDS, IA, US$18,378
Paid GrantIOWA BRAILLE & SIGHT SAVING SCHOOLSUPPORTPUBLICVINTON, IA, US$18,378
Filing and Contact Details

Filer

EIN
39-6648565
Phone
3193684649

Signing Officer

Name
U S Bank N a
Title
Trustee
Phone
3193684649
Signed
2014-05-08
Raw XML AppendixShowing 400 of 519 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/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt92405
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt101687
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt11409
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt126770
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt13-167
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt14-630
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt153058
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt161208
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt17368
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt18449
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt027017
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt128911
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt29678
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt324144
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt45973
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt52268
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt6297
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt714876
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt890
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt919744
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1018133
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1110192
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1216090
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt135495
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1410312
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1519826
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt169479
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1734618
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1815733
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc03356.118 AMERICAN CENT EQUITY INCOME CL INST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11274.744 NUVEEN EQUITY INDEX FUND CL I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2643.08 NUVEEN DIVIDEND VALUE FUND CLASS I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc31440.576 NUVEEN DIVIDEND VALUE FUND CLASS I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4573.778 AMERICAN CENT SMALL CAP VALU INS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5114.645 E I I INTL PPTY I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc615.02 E I I INTL PPTY I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7248.893 NEUBERGER BERMAN GENESIS INSTL FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc81.507 NEUBERGER BERMAN GENESIS INSTL FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc9638.154 NUVEEN SANTA BARBARA DIV GROWTH FD I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc101983.887 NUVEEN HIGH INCOME BOND FD CL I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc111006.095 NUVEEN FUNDS CORE BD FD I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12913.705 NUVEEN DIVIDEND VALUE FUND CLASS I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc13489.749 NUVEEN INFLATION PRO SEC CL I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc14954.834 PIMCO TOTAL RETURN FUND INST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc151232.965 RIVERPARK WEDGEWOOD FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc16326.644 T ROWE PRICE MID CAP VALUE FD INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc173071.726 TURNER SPECTRUM FUND INSTL
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc18740.013 NUVEEN REAL ESTATE SECS I
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc19CAPITAL GAIN DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02013-01-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12013-01-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22013-01-14
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32013-06-03
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42013-08-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52013-08-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62013-08-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72013-08-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82013-08-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92013-08-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102013-08-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112013-08-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt122013-08-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt132013-08-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt142013-08-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt152013-08-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt162013-08-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt172013-08-02
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt182013-11-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt050208
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt015165
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0849812
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0834647
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0849812
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt043389
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt043389
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt043389
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt044566
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01177
IRS990PF/DistributableAmountGrp/TotalTaxAmt01177
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToEsTaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt01180
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EsPenaltyAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt04540
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01177
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt03363
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/RefundAmt02183
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01177
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01177
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt04540
IRS990PF/FMVAssetsEOYAmt0910461
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0981406
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt01016939
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0850
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt01339
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt01339
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0809193
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0826791
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0887440
IRS990PF/Form990PFBalanceSheetsGrp/OtherRcvblAllwncDbtflAcctAmt00
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0-146759
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0-167127
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt024604
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt021682
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt021682
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0834647
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0849812
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0910461
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0834647
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0849812
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0834647
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0849812
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0904894
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt011931
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0892963
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt013573
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt044566
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0891321
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0904894
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt040
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/BusinessName/BusinessNameLine10US BANK NA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt012023
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine10222 SECOND AVE SE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/City0CEFAR RAPIDS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State0IA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode0524011296
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt045692
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt046281
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt042022
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt041292
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt037030
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt032784
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt047248
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.051263
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.048713
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.047718
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.044596
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.043978
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.071308
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0589
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0891321
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0862639
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0865327
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0830338
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0745464
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0662587
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt038708
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.256313
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt038708
IRS990PF/QualifyingDistriPartXIIGrp/CharitableAssetsAcquisPaidAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt038708
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt038708
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideCashDistriTestAmt00
IRS990PF/QualifyingDistriPartXIIGrp/SetAsideSuitabilityTestAmt00
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
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

Document Assets

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Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$849,812
Liabilities
$1
Net assets
$849,812
Revenue
$72,995
Expenses
$57,830
Net income
$15,165
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.05$0.00$7.05$0.41$0.51$0.10
2023Detailed filing. Detailed filing data is available for this year.$7.15$0.00$7.15$0.26$0.51$0.26
2022Detailed filing. Detailed filing data is available for this year.$7.41$0.00$7.41$0.57$0.55$0.02
2021Detailed filing. Detailed filing data is available for this year.$7.39$0.00$7.39$0.83$0.53$0.30
2020Detailed filing. Detailed filing data is available for this year.$7.08$0.00$7.08$0.24$0.57$0.32
2019Detailed filing. Detailed filing data is available for this year.$7.41$0.00$7.41$0.22$0.57$0.34
2018Detailed filing. Detailed filing data is available for this year.$7.75$0.00$7.75$0.40$0.55$0.15
2017Detailed filing. Detailed filing data is available for this year.$7.90$0.00$7.90$0.33$0.52$0.18
2016Detailed filing. Detailed filing data is available for this year.$8.08$0.00$8.08$0.13$0.53$0.40
2015Detailed filing. Detailed filing data is available for this year.$8.48$0.00$8.48$0.26$0.56$0.30
2014Detailed filing. Detailed filing data is available for this year.$8.78$0.00$8.78$0.83$0.56$0.28
2013Detailed filing. Detailed filing data is available for this year.$8.50$0.00$8.50$0.73$0.58$0.15
2012Detailed filing. Detailed filing data is available for this year.$8.35$0.00$8.35$0.54
2011Detailed filing. Detailed filing data is available for this year.$6.53$0.00$6.53$0.52
2010Detailed filing. Detailed filing data is available for this year.$6.31$0.00$6.31$0.46