Civic Intelligence

Richard Morton & Ruth Bailey Root Charitable Tr Fd

990PF • Fiscal year 2014 • EIN 39-6779747

Jan 01, 2014 to Dec 31, 2014 • Filed on Mar 02, 2015

Organization Profile
2301 128th StreetUrbandale, IA 50323

(515) 246-8240

Siviq Scores

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

Liabilities / Assets

28th percentile

0.00x

Higher debt load relative to assets than 28% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

28th percentile

0.00x

Higher debt load relative to revenue than 28% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Source year 2014

Net Margin

67th percentile

13%

Higher net margin than 67% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

49th percentile

$23,862

Higher top officer pay than 49% of similar nonprofits.

Top officer pay equals 7.1% of source-year revenue.

2014 filings • $1M-$5M nonprofits • Source year 2014

Asset Growth

47th percentile

1.1%

Faster asset growth than 47% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

85th percentile

52%

Faster revenue growth than 85% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets28th percentile

Assets

Up

$3,965,354

Up $43,481 (+1.1%) from 2013

Net Assets

Up

$3,965,354

Up $43,481 (+1.1%) from 2013

Liabilities

Flat

$1

Flat from 2013

Revenue And Expenses
Liabilities / Revenue28th percentileNet Margin67th percentile

Revenue

Up

$337,660

Up $115,886 (+52%) from 2013

Expenses

Up

$294,179

Up $27,721 (+10%) from 2013

Net Income

Up

$43,481

Up $88,165 (+197%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth47th percentile

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

$6.0M$4.0M$2.0M$0Assets 2011: $4,022,250Liabilities 2011: $02011Assets 2012: $3,966,557Liabilities 2012: $02012Assets 2013: $3,921,873Liabilities 2013: $1Net Assets 2013: $3,921,8732013Assets 2014: $3,965,354Liabilities 2014: $1Net Assets 2014: $3,965,3542014Assets 2015: $4,174,264Liabilities 2015: $1Net Assets 2015: $4,174,2642015Assets 2016: $4,105,918Liabilities 2016: $0Net Assets 2016: $4,105,9182016Assets 2017: $4,092,833Liabilities 2017: $0Net Assets 2017: $4,092,8332017Assets 2018: $4,014,977Liabilities 2018: $0Net Assets 2018: $4,014,9772018Assets 2019: $3,918,925Liabilities 2019: $1Net Assets 2019: $3,918,9252019Assets 2020: $3,811,994Liabilities 2020: $1Net Assets 2020: $3,811,9942020Assets 2021: $3,764,876Liabilities 2021: $1Net Assets 2021: $3,764,8762021Assets 2022: $3,709,467Liabilities 2022: $1Net Assets 2022: $3,709,4672022Assets 2023: $3,790,278Liabilities 2023: $1Net Assets 2023: $3,790,2782023Assets 2024: $3,879,017Liabilities 2024: $0Net Assets 2024: $3,879,0172024

Highlighted filing

2014

Assets$3,965,354
Liabilities$1
Net Assets$3,965,354
Open 2014 Filing

Operations Trend

Revenue Growth85th percentile

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

$600K$400K$200K$0-$200KRevenue 2011: $89,498Expenses 2011: $269,109Net Income 2011: -$179,6112011Revenue 2012: $207,648Expenses 2012: $263,341Net Income 2012: -$55,6932012Revenue 2013: $221,774Expenses 2013: $266,458Net Income 2013: -$44,6842013Revenue 2014: $337,660Expenses 2014: $294,179Net Income 2014: $43,4812014Revenue 2015: $510,086Expenses 2015: $301,176Net Income 2015: $208,9102015Revenue 2016: $235,900Expenses 2016: $304,246Net Income 2016: -$68,3462016Revenue 2017: $285,208Expenses 2017: $298,293Net Income 2017: -$13,0852017Revenue 2018: $235,071Expenses 2018: $312,927Net Income 2018: -$77,8562018Revenue 2019: $193,744Expenses 2019: $289,796Net Income 2019: -$96,0522019Revenue 2020: $216,735Expenses 2020: $323,666Net Income 2020: -$106,9312020Revenue 2021: $297,560Expenses 2021: $344,678Net Income 2021: -$47,1182021Revenue 2022: $336,582Expenses 2022: $391,991Net Income 2022: -$55,4092022Revenue 2023: $400,793Expenses 2023: $319,982Net Income 2023: $80,8112023Revenue 2024: $437,169Expenses 2024: $348,430Net Income 2024: $88,7392024

Highlighted filing

2014

Revenue$337,660
Expenses$294,179
Net Income$43,481
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Mar 2, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay49th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
IOWA STATE BANKTrusteePT$23,862-$23,862
Filing and Contact Details

Filer

Filer Name
The Richard Morton Root and Ruth Bailey
EIN
39-6779747
Phone
5152468240
Address
2301 128TH STREET, URBANDALE, IA 50323

Signing Officer

Name
Steven C Hoeksema
Title
Trust Officer
Phone
5152468240
Signed
2015-03-02
Discuss with paid preparer
Yes

Preparer

Firm
Konek Pc
Address
404 S COMMERCE DR STE 1, PRAIRIE CITY, IA 50228
Preparer
Jessica Simbro
Phone
5159942822
Raw XML Appendix347 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/PhoneNum05152468240
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
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt065000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt165000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt265000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt365000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0PROMOTE EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1PROMOTE EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2PROMOTE EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3PROMOTE EDUCATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0CENTRAL COLLEGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1DRAKE UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2GRAND VIEW COLLEGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3SIMPSON COLLEGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0EXEMPT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1EXEMPT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2EXEMPT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3EXEMPT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0812 UNIVERSITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt12507 UNIVERSITY AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt21200 GRANDVIEW AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3701 NORTH C STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0PELLA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1DES MOINES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2DES MOINES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3INDIANOLA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd050219
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd150311
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd250316
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd350125
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0260000
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
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0155602
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0117364
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0265777
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0272966
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0110175
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0117364
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL EXPENSE
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt0798
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt01595
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt0797
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt01670
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0INCOME REC'D 2014 REPORTED 2013
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1INCOME REC'D 2015 REPORTED 2014
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0993
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0993
TaxesSchedule/TaxesDetail/Amt01131
TaxesSchedule/TaxesDetail/Amt12940
TaxesSchedule/TaxesDetail/Amt24176
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES ON DIVIDENDS
TaxesSchedule/TaxesDetail/CategoryTxt12013 FEDERAL EXCISE TAX
TaxesSchedule/TaxesDetail/CategoryTxt22014 FEDERAL ESTIMATED TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt20
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01131
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt20
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0STEVEN C HOEKSEMA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUST OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum05152468240
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-03-02
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE RICHARD MORTON ROOT AND RUTH BAILEY
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ROOT CHARITABLE TRUST FUND U/D 08/21/03
ReturnHeader/Filer/BusinessNameControlTxt0RICH
ReturnHeader/Filer/EIN0396779747
ReturnHeader/Filer/PhoneNum05152468240
ReturnHeader/Filer/USAddress/AddressLine1Txt02301 128TH STREET
ReturnHeader/Filer/USAddress/CityNm0URBANDALE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd050323
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0421481253
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0KONEK PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0404 S COMMERCE DR STE 1
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0PRAIRIE CITY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd050228
ReturnHeader/PreparerPersonGrp/PhoneNum05159942822
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Jessica Simbro
ReturnHeader/ReturnTs02015-03-16T08:48:44-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

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Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,965,354
Liabilities
$1
Net assets
$3,965,354
Revenue
$337,660
Expenses
$294,179
Net income
$43,481
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.88$0.00$3.88$0.44$0.35$0.09
2023Detailed filing. Detailed filing data is available for this year.$3.79$0.00$3.79$0.40$0.32$0.08
2022Detailed filing. Detailed filing data is available for this year.$3.71$0.00$3.71$0.34$0.39$0.06
2021Detailed filing. Detailed filing data is available for this year.$3.76$0.00$3.76$0.30$0.34$0.05
2020Detailed filing. Detailed filing data is available for this year.$3.81$0.00$3.81$0.22$0.32$0.11
2019Detailed filing. Detailed filing data is available for this year.$3.92$0.00$3.92$0.19$0.29$0.10
2018Detailed filing. Detailed filing data is available for this year.$4.01$0.00$4.01$0.24$0.31$0.08
2017Detailed filing. Detailed filing data is available for this year.$4.09$0.00$4.09$0.29$0.30$0.01
2016Detailed filing. Detailed filing data is available for this year.$4.11$0.00$4.11$0.24$0.30$0.07
2015Detailed filing. Detailed filing data is available for this year.$4.17$0.00$4.17$0.51$0.30$0.21
2014Detailed filing. Detailed filing data is available for this year.$3.97$0.00$3.97$0.34$0.29$0.04
2013Detailed filing. Detailed filing data is available for this year.$3.92$0.00$3.92$0.22$0.27$0.04
2012Summary only. Only limited summary data is available for this year.$3.97$0.00$0.21$0.26$0.06
2011Summary only. Only limited summary data is available for this year.$4.02$0.00$0.09$0.27$0.18