Civic Intelligence

Richard Morton & Ruth Bailey Root Charitable Tr Fd

990PF • Fiscal year 2023 • EIN 39-6779747

Jan 01, 2023 to Dec 31, 2023 • Filed on May 14, 2024

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.

2023 filings • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

30th percentile

0.00x

Higher debt load relative to revenue than 30% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Net Margin

73rd percentile

20%

Higher net margin than 73% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

55th percentile

$28,296

Higher top officer pay than 55% of similar nonprofits.

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Asset Growth

49th percentile

2.2%

Faster asset growth than 49% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

66th percentile

19%

Faster revenue growth than 66% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$3,790,278

Up $80,811 (+2.2%) from 2022

Net Assets

Up

$3,790,278

Up $80,811 (+2.2%) from 2022

Liabilities

Flat

$1

Flat from 2022

Revenue And Expenses
Liabilities / Revenue30th percentileNet Margin73rd percentile

Revenue

Up

$400,793

Up $64,211 (+19%) from 2022

Expenses

Down

$319,982

Down $72,009 (-18%) from 2022

Net Income

Up

$80,811

Up $136,220 (+246%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth49th 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

2023

Assets$3,790,278
Liabilities$1
Net Assets$3,790,278
Open 2023 Filing

Operations Trend

Revenue Growth66th 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

2023

Revenue$400,793
Expenses$319,982
Net Income$80,811
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 14, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay55th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
IOWA STATE BANKTrusteePT$28,296-$28,296
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantCENTRAL COLLEGEPROMOTE EDUCATIONEOFPELLA, IA, US$70,750
Paid GrantDRAKE UNIVERSITYPROMOTE EDUCATIONEOFDES MOINES, IA, US$70,750
Paid GrantGRAND VIEW COLLEGEPROMOTE EDUCATIONEOFDES MOINES, IA, US$70,750
Paid GrantSIMPSON COLLEGEPROMOTE EDUCATIONEOFINDIANOLA, IA, US$70,750
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
2024-05-14
Discuss with paid preparer
Yes

Preparer

Firm
Tarbell & Co Plc
Address
1466 28TH STREET SUITE 100, WEST DES MOINES, IA 50266
Preparer
Tyler J Reed CPA
Phone
5152820200
Raw XML Appendix299 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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AccountingFeesSchedule/AccountingFeesDetail/Amt0700
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0TARBELL & CO PLC
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt0350
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt0350
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0PUBLICLY TRADED SECURITIES
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt01144251
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0114
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt11990-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt088065
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1470528
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-8432
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12023-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0243734
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt0-8432
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt080811
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt03790278
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt03709467
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt03790278
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0285471
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0285471
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0285471
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0290742
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt05271
IRS990PF/DistributableAmountGrp/TotalTaxAmt05271
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0871
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IRS990PF/FMVAssetsEOYAmt06232172
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IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt01195118
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IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt05903388
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt05777743
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt088551
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0290742
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt05814837
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
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IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
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IRS990PF/StatementsRegardingActyGrp/PhoneNum05152468240
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2EOF
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2DES MOINES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3INDIANOLA
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IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0283000
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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/AppliedToCurrentYearAmt0285471
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0285471
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt075340
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt07787
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt031769
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt07333
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0163
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0163
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0135164
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt012935
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt075340
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt07787
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt031769
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt07333
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0298406
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt012935
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0135327
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0122392
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0WHITFIELD & EDDY PLC
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt0696
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt01392
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt0696
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0COURT FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1PENALTIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt012
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt013
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt189
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt025
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt189
TaxesSchedule/TaxesDetail/Amt04400
TaxesSchedule/TaxesDetail/Amt1453
TaxesSchedule/TaxesDetail/Amt21128
TaxesSchedule/TaxesDetail/CategoryTxt02023 ESTIMATES
TaxesSchedule/TaxesDetail/CategoryTxt12022 DUE
TaxesSchedule/TaxesDetail/CategoryTxt22021 DUE
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt04400
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1453
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt21128
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/SignatureDt02024-05-14
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/PreparerPersonNm0Tyler J Reed CPA
ReturnHeader/ReturnTs02024-05-14T11:47:59-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0IOWA STATE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BANK
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$3,790,278
Liabilities
$1
Net assets
$3,790,278
Revenue
$400,793
Expenses
$319,982
Net income
$80,811
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