Civic Intelligence

F Albert Klein Trust 1St Natl Bk Ttee

990PF • Fiscal year 2013 • EIN 42-0859994

Jul 01, 2012 to Jun 30, 2013 • Filed on Oct 01, 2013

Organization Profile
P O Box 204353201-9668
Siviq Scores

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

Liabilities / Assets

15th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2013 filings • $10M-$25M nonprofits • Source year 2013

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2013

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2013

Top Officer Pay

42nd percentile

$96,710

Higher top officer pay than 42% of similar nonprofits.

2013 filings • $10M-$25M nonprofits • Source year 2013

Asset Growth

12th percentile

-5.6%

Faster asset growth than 12% of similar nonprofits.

2013 filings • $10M-$25M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets15th percentile

Assets

Down

$14,786,732

Down $873,441 (-5.6%) from 2012

Net Assets

Down

$14,786,732

Down $873,441 (-5.6%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$879,936

Up $113,962 (+15%) from 2012

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth12th percentile

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

$20M$15M$10M$5.0M$0Assets 2011: $15,799,086Liabilities 2011: $02011Assets 2012: $15,660,173Liabilities 2012: $0Net Assets 2012: $15,660,1732012Assets 2013: $14,786,732Liabilities 2013: $0Net Assets 2013: $14,786,7322013Assets 2014: $15,400,778Liabilities 2014: $02014Assets 2015: $15,644,729Liabilities 2015: $02015Assets 2019: $12,350,006Liabilities 2019: $0Net Assets 2019: $12,350,0062019Assets 2020: $11,971,028Liabilities 2020: $0Net Assets 2020: $11,971,0282020Assets 2021: $12,090,400Liabilities 2021: $0Net Assets 2021: $12,090,4002021Assets 2022: $12,329,399Liabilities 2022: $0Net Assets 2022: $12,329,3992022Assets 2023: $12,448,295Liabilities 2023: $0Net Assets 2023: $12,448,2952023Assets 2024: $12,730,898Liabilities 2024: $0Net Assets 2024: $12,730,8982024Assets 2025: $12,615,743Liabilities 2025: $0Net Assets 2025: $12,615,7432025

Highlighted filing

2013

Assets$14,786,732
Liabilities$0
Net Assets$14,786,732
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$1.5M$1.0M$500K$0-$500KRevenue 2011: $1,352,396Expenses 2011: $796,823Net Income 2011: $555,5732011Expenses 2012: $765,9742012Expenses 2013: $879,9362013Revenue 2014: $1,456,576Expenses 2014: $818,264Net Income 2014: $638,3122014Revenue 2015: $1,147,104Expenses 2015: $902,260Net Income 2015: $244,8442015Revenue 2019: $785,663Expenses 2019: $738,188Net Income 2019: $47,4752019Revenue 2020: $323,212Expenses 2020: $701,857Net Income 2020: -$378,6452020Revenue 2021: $819,002Expenses 2021: $686,044Net Income 2021: $132,9582021Revenue 2022: $1,031,238Expenses 2022: $792,636Net Income 2022: $238,6022022Revenue 2023: $949,780Expenses 2023: $828,770Net Income 2023: $121,0102023Revenue 2024: $1,047,801Expenses 2024: $765,169Net Income 2024: $282,6322024Revenue 2025: $730,830Expenses 2025: $846,013Net Income 2025: -$115,1832025

Highlighted filing

2013

Revenue-
Expenses$879,936
Net Income-
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2012 to Jun 30, 2013
Signed
Oct 1, 2013
Return Version
2012v2.1
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
US Bank NATrusteeFT$96,710-$96,710
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantGREAT RIVER MEDICAL CENTEGENERAL OPERATIONS SUPPORTPUBLICWEST BURLINGTON, IA, US$751,142
Filing and Contact Details

Filer

EIN
42-0859994
Raw XML AppendixShowing 400 of 492 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/AccountingFees/DisbursementsCharitablePrps01500
DepreciationSchedule/Depreciation/ComputationMethod0M7
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DepreciationSchedule/Depreciation/ComputationMethod2M39
DepreciationSchedule/Depreciation/ComputationMethod3M39
DepreciationSchedule/Depreciation/ComputationMethod4M39
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DepreciationSchedule/Depreciation/ComputationMethod6M7
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DepreciationSchedule/Depreciation/CurrentYearExpense11679
DepreciationSchedule/Depreciation/CurrentYearExpense2903
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DepreciationSchedule/Depreciation/CurrentYearExpense5273
DepreciationSchedule/Depreciation/CurrentYearExpense6201
DepreciationSchedule/Depreciation/CurrentYearExpense785
DepreciationSchedule/Depreciation/CurrentYearExpense8738
DepreciationSchedule/Depreciation/CurrentYearExpense969
DepreciationSchedule/Depreciation/DateAcquired02005-04-05
DepreciationSchedule/Depreciation/DateAcquired12006-05-23
DepreciationSchedule/Depreciation/DateAcquired22007-04-30
DepreciationSchedule/Depreciation/DateAcquired32006-11-28
DepreciationSchedule/Depreciation/DateAcquired42008-06-03
DepreciationSchedule/Depreciation/DateAcquired52008-06-12
DepreciationSchedule/Depreciation/DateAcquired62008-06-12
DepreciationSchedule/Depreciation/DateAcquired72008-03-18
DepreciationSchedule/Depreciation/DateAcquired82008-03-18
DepreciationSchedule/Depreciation/DateAcquired92008-06-12
DepreciationSchedule/Depreciation/DateAcquired102008-06-12
DepreciationSchedule/Depreciation/DescriptionOfProperty0AIR CONDITIONER
DepreciationSchedule/Depreciation/DescriptionOfProperty1KITCHEN REMODEL
DepreciationSchedule/Depreciation/DescriptionOfProperty2KITCHEN REMODEL
DepreciationSchedule/Depreciation/DescriptionOfProperty3EXHAUST SYSTEM
DepreciationSchedule/Depreciation/DescriptionOfProperty4ELEVATOR REPLACEME
DepreciationSchedule/Depreciation/DescriptionOfProperty5HOSPITAL ROOF
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DepreciationSchedule/Depreciation/DescriptionOfProperty7ASBESTOS REMOVAL
DepreciationSchedule/Depreciation/DescriptionOfProperty8WATERFALL CAFE
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DistributionFromCorpusElection/Election0Prusuant to Reg.53.4942(a)-3c(1)(i) and Reg. 53.4942(a)-3c(2), and IRC Section 4942(g)(3), this foundation elects to treat the below-listed distributions as amounts paid out of corpus and as a redistribution of contributions received from the Charles and Florence Phelps Trust (EIN: 42-6481677). This election is intended to allow the distributions made from the Charles and Florence Phelps Trust and received by the F Albert Klein Trust Under Will to be treated as qualifing distributions for the Charles and Florence Phelps Trust. . Date Contribution Received Amount Date of Re-Distribution * 7/1/2011 22,647.75 12/28/2011 10/3/2011 22,647.75 12/28/2011 1/3/2012 22,647.75 12/28/2011 4/2/2012 22,647.75 12/28/2011 * Distribution of funds were made to the Great River Medical Center in West Burlington, Iowa, for the general support of the Center.
InvestmentsOtherSchedule2/InvestmentsOther/BookValue0937445
InvestmentsOtherSchedule2/InvestmentsOther/BookValue1668466
InvestmentsOtherSchedule2/InvestmentsOther/BookValue21065975
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InvestmentsOtherSchedule2/InvestmentsOther/BookValue101585000
InvestmentsOtherSchedule2/InvestmentsOther/BookValue111992076
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InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem1NUVEEN INTERMEDIATE TERM BD
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem2NUVEEN HIGH INCOME BOND FD
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InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem5ROWE T PRICE MID-CAP GWTH #64
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem6PIMCO TOTAL RETURN FUND
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InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem8CREDIT SUISSE COMM RET ST
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InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem10NEUBERGER BERMAN GENESIS INSTL
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem11NUVEEN TRADEWINDS GLOBAL
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem12LAUDUS INTL MARKETMASTERS FD S
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold52012-12-10
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold62013-03-08
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IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY014786732
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IRS990PF/MethodOfAccountingAccrual0X
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IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances0108089
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities012103076
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable0198182
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets01001000
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IRS990PF/MinimumInvestmentReturn/ReductionClaimed00
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition040
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation096710
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0US Bank NA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0Trustee
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine10201 Jefferson
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City0Burlington
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode052601
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/TotNumberOfOthEmplPaidOver50k00
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IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear300.024766
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IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear10632501
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear20659110
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IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio00.157236
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IRS990PF/QualifyingDistributions/AmountsPaidAcqCharitableAssets00
IRS990PF/QualifyingDistributions/AmountsSetAsideCashDistriTest00
IRS990PF/QualifyingDistributions/AmountsSetAsideSuitabilityTest00
IRS990PF/QualifyingDistributions/ExpensesAndContributions0765123
IRS990PF/QualifyingDistributions/OnePctSect4940eOrgNetInvstIncm01830
IRS990PF/QualifyingDistributions/ProgramRelatedInvestmentsTotal00
IRS990PF/QualifyingDistributions/QualifyingDistributions0765123
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfBusinessName/BusinessNameLine10US Bank NA
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber03197538764
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine10201 JEFFERSON
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0BURLINGTON
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0IA
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode0526015250
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IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG0true
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
IRS990PF/StatementsRegardingActivities/MoreThan100Spent0false
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0false
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IRS990PF/StatementsRegardingActivities/StatesFiledWith0IA
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
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IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals0false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
IRS990PF/StatementsRegardingActy4720/InfluenceElection0false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation0false
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose0false
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson0true
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical0false
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn0false
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0false
IRS990PF/StatementsRegardingActy4720/UndistrIncome4942a2NotApplied0false
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount0751142
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0GENERAL OPERATIONS SUPPORT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10GREAT RIVER MEDICAL CENTE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine20% CHRISTINE DES JARDINS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0PUBLIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine101221 S GEAR AVE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0WEST BURLINGTON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0IA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode0526551679
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$14,786,732
Liabilities
$0
Net assets
$14,786,732
Revenue
-
Expenses
$879,936
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$12.6$0.00$12.6$0.73$0.85$0.12
2024Detailed filing. Detailed filing data is available for this year.$12.7$0.00$12.7$1.05$0.77$0.28
2023Detailed filing. Detailed filing data is available for this year.$12.4$0.00$12.4$0.95$0.83$0.12
2022Detailed filing. Detailed filing data is available for this year.$12.3$0.00$12.3$1.03$0.79$0.24
2021Detailed filing. Detailed filing data is available for this year.$12.1$0.00$12.1$0.82$0.69$0.13
2020Detailed filing. Detailed filing data is available for this year.$12.0$0.00$12.0$0.32$0.70$0.38
2019Detailed filing. Detailed filing data is available for this year.$12.4$0.00$12.4$0.79$0.74$0.05
2015Summary only. Only limited summary data is available for this year.$15.6$0.00$1.15$0.90$0.24
2014Summary only. Only limited summary data is available for this year.$15.4$0.00$1.46$0.82$0.64
2013Detailed filing. Detailed filing data is available for this year.$14.8$0.00$14.8$0.88
2012Detailed filing. Detailed filing data is available for this year.$15.7$0.00$15.7$0.77
2011Summary only. Only limited summary data is available for this year.$15.8$0.00$1.35$0.80$0.56