Civic Intelligence

Richard Morton & Ruth Bailey Root Charitable Tr Fd

990PF • Fiscal year 2022 • EIN 39-6779747

Jan 01, 2022 to Dec 31, 2022 • Filed on May 10, 2023

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

31st percentile

0.00x

Higher debt load relative to assets than 31% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

29th percentile

0.00x

Higher debt load relative to revenue than 29% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

Net Margin

22nd percentile

-16%

Higher net margin than 22% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

57th percentile

$34,165

Higher top officer pay than 57% of similar nonprofits.

Top officer pay equals 10.2% of source-year revenue.

2022 filings • $1M-$5M nonprofits • Source year 2022

Asset Growth

44th percentile

-1.5%

Faster asset growth than 44% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

63rd percentile

13%

Faster revenue growth than 63% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets31st percentile

Assets

Down

$3,709,467

Down $55,409 (-1.5%) from 2021

Net Assets

Down

$3,709,467

Down $55,409 (-1.5%) from 2021

Liabilities

Flat

$1

Flat from 2021

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin22nd percentile

Revenue

Up

$336,582

Up $39,022 (+13%) from 2021

Expenses

Up

$391,991

Up $47,313 (+14%) from 2021

Net Income

Down

-$55,409

Down $8,291 (-18%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth44th 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

2022

Assets$3,709,467
Liabilities$1
Net Assets$3,709,467
Open 2022 Filing

Operations Trend

Revenue Growth63rd 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

2022

Revenue$336,582
Expenses$391,991
Net Income-$55,409
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 10, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay57th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
IOWA STATE BANKTrusteePT$34,165-$34,165
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
Iowa State Bank
Title
Trust Officer
Signed
2023-05-10
Discuss with paid preparer
Yes

Preparer

Firm
Tarbell & Co Plc
Address
1466 28TH STREET SUITE 100, WEST DES MOINES, IA 50266
Preparer
Angela K Reed CPA
Phone
5152820200
Raw XML Appendix287 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/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0294695
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0294695
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt07787
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt031769
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt07333
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt0163
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0122392
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt075340
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt07787
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt031769
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt07333
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt0163
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0370035
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt075340
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0122392
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt047052
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0WHITFIELD & EDDY PLC
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt0613
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt01226
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt0613
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0COURT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt017
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt018
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt035
TaxesSchedule/TaxesDetail/Amt03920
TaxesSchedule/TaxesDetail/CategoryTxt02022 ESTIMATES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt03920
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0IOWA STATE BANK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUST OFFICER
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE RICHARD MORTON ROOT AND RUTH BAILEY
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0ROOT CHARITABLE TRUST FUND UD 082103
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/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0421443361
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0TARBELL & CO PLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01466 28TH STREET SUITE 100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WEST DES MOINES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd050266
ReturnHeader/PreparerPersonGrp/PhoneNum05152820200
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Angela K Reed CPA
ReturnHeader/ReturnTs02023-05-10T11:57:19-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0IOWA STATE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BANK
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,709,467
Liabilities
$1
Net assets
$3,709,467
Revenue
$336,582
Expenses
$391,991
Net income
-$55,409
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