Civic Intelligence

Dean and Juanita Mitchell Foundation

990PF • Fiscal year 2017 • EIN 42-1082307

Jan 01, 2017 to Dec 31, 2017 • Filed on Apr 26, 2018

C/O Blpc 1441 29th Street No 305West Des Moines, IA 50266

(515) 223-7300

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

9th percentile

-59%

Higher net margin than 9% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

39th percentile

-2.8%

Faster asset growth than 39% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

23rd percentile

-19%

Faster revenue growth than 23% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Assets

Down

$332,913

Down $9,431 (-2.8%) from 2016

Net Assets

Down

$332,913

Down $9,431 (-2.8%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue

Down

$15,986

Down $3,789 (-19%) from 2016

Expenses

Down

$25,417

Down $948 (-3.6%) from 2016

Net Income

Down

-$9,431

Down $2,841 (-43%) from 2016

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2011: $296,453Liabilities 2011: $02011Assets 2012: $291,865Liabilities 2012: $02012Assets 2013: $362,876Liabilities 2013: $0Net Assets 2013: $362,8762013Assets 2014: $356,273Liabilities 2014: $0Net Assets 2014: $356,2732014Assets 2015: $348,934Liabilities 2015: $0Net Assets 2015: $348,9342015Assets 2016: $342,344Liabilities 2016: $0Net Assets 2016: $342,3442016Assets 2017: $332,913Liabilities 2017: $0Net Assets 2017: $332,9132017Assets 2018: $330,052Liabilities 2018: $0Net Assets 2018: $330,0522018Assets 2019: $325,089Liabilities 2019: $0Net Assets 2019: $325,0892019Assets 2020: $322,167Liabilities 2020: $0Net Assets 2020: $322,1672020Assets 2021: $335,096Liabilities 2021: $0Net Assets 2021: $335,0962021Assets 2022: $332,798Liabilities 2022: $0Net Assets 2022: $332,7982022Assets 2023: $347,532Liabilities 2023: $0Net Assets 2023: $347,5322023Assets 2024: $355,764Liabilities 2024: $2,736Net Assets 2024: $353,0282024

Highlighted filing

2017

Assets$332,913
Liabilities$0
Net Assets$332,913

Operations Trend

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

$100K$50K$0-$50KRevenue 2011: $19,967Expenses 2011: $21,144Net Income 2011: -$1,1772011Revenue 2012: $16,287Expenses 2012: $20,875Net Income 2012: -$4,5882012Revenue 2013: $86,789Expenses 2013: $15,778Net Income 2013: $71,0112013Revenue 2014: $22,704Expenses 2014: $29,307Net Income 2014: -$6,6032014Revenue 2015: $18,468Expenses 2015: $25,807Net Income 2015: -$7,3392015Revenue 2016: $19,775Expenses 2016: $26,365Net Income 2016: -$6,5902016Revenue 2017: $15,986Expenses 2017: $25,417Net Income 2017: -$9,4312017Revenue 2018: $20,236Expenses 2018: $23,097Net Income 2018: -$2,8612018Revenue 2019: $18,578Expenses 2019: $23,541Net Income 2019: -$4,9632019Revenue 2020: $18,263Expenses 2020: $21,185Net Income 2020: -$2,9222020Revenue 2021: $17,977Expenses 2021: $5,048Net Income 2021: $12,9292021Revenue 2022: $18,382Expenses 2022: $20,680Net Income 2022: -$2,2982022Revenue 2023: $20,007Expenses 2023: $5,273Net Income 2023: $14,7342023Revenue 2024: $21,271Expenses 2024: $15,775Net Income 2024: $5,4962024

Highlighted filing

2017

Revenue$15,986
Expenses$25,417
Net Income-$9,431
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Apr 26, 2018
Return Version
2017v2.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DIANE KAE BREWERTrustee-$0--
DAVID C CRAIGTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Dean and Juanita Mitchell Foundation
EIN
42-1082307
Phone
5152237300
Address
C/O BLPC 1441 29TH STREET NO 305, WEST DES MOINES, IA 50266

Signing Officer

Name
Diane Brewer
Title
Trustee
Phone
5152237300
Signed
2018-04-26
Discuss with paid preparer
Yes

Preparer

Firm
Brooks Lodden Pc
Address
1441 29TH STREET STE 305, WEST DES MOINES, IA 50266-1357
Preparer
Bruce W Hartley
Phone
5152237300
Raw XML Appendix369 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/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0105
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0331755
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0324303
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0343452
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0362849
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0354026
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0346202
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt017791
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.240612
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt017686
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt017791
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt0105
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt017791
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0BROOKS LODDEN PC
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01441 29TH ST SUITE 305
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0WEST DES MOINES
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0IA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd050266
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0IA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum05152237300
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0MAKE CONTRIBUTIONS TO PRESELECTED QUALIFIED 501(C)(3) CHARITABLE ORGANIZATIONS. CONTRIBUTIONS TO ONLY ONE DURING THE YEAR.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt017791
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt017791
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0AIDING & ASSISTING RETARDED CITIZENS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0NEW HOPE VILLAGE FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01211 E 18TH ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0CARROLL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd051401
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt017791
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/AppliedToCurrentYearAmt016483
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt016483
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt03001
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt01225
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0832
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt06366
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt01308
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt03001
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt01225
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0832
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt017791
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt01308
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt06366
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt05058
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt05015
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt05015
TaxesSchedule/TaxesDetail/Amt0125
TaxesSchedule/TaxesDetail/Amt1607
TaxesSchedule/TaxesDetail/CategoryTxt0PRIOR YEAR FINAL
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES WITHHELD
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0125
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1607
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DIANE BREWER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05152237300
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-04-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DEAN AND JUANITA MITCHELL FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0DEAN
ReturnHeader/Filer/EIN0421082307
ReturnHeader/Filer/PhoneNum05152237300
ReturnHeader/Filer/USAddress/AddressLine1Txt0C/O BLPC 1441 29TH STREET NO 305
ReturnHeader/Filer/USAddress/CityNm0WEST DES MOINES
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd050266
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId00796FCE7583AE90769CEF6CA2A629B61E6D445D2
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId00796FCE7583AE90769CEF6CA2A629B61E6D445D2
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt038.87.33.4
ReturnHeader/FilingSecurityInformation/IPDt02018-04-26
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm014:08:14
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0421229486
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BROOKS LODDEN PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01441 29TH STREET STE 305
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WEST DES MOINES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0502661357
ReturnHeader/PreparerPersonGrp/PhoneNum05152237300
ReturnHeader/PreparerPersonGrp/PreparationDt02018-04-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRUCE W HARTLEY
ReturnHeader/ReturnTs02018-05-09T14:37:46-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.56$0.03$3.53$0.21$0.16$0.05
2023Detailed filing. Detailed filing data is available for this year.$3.48$0.00$3.48$0.20$0.05$0.15
2022Detailed filing. Detailed filing data is available for this year.$3.33$0.00$3.33$0.18$0.21$0.02
2021Detailed filing. Detailed filing data is available for this year.$3.35$0.00$3.35$0.18$0.05$0.13
2020Detailed filing. Detailed filing data is available for this year.$3.22$0.00$3.22$0.18$0.21$0.03
2019Detailed filing. Detailed filing data is available for this year.$3.25$0.00$3.25$0.19$0.24$0.05
2018Detailed filing. Detailed filing data is available for this year.$3.30$0.00$3.30$0.20$0.23$0.03
2017Detailed filing. Detailed filing data is available for this year.$3.33$0.00$3.33$0.16$0.25$0.09
2016Detailed filing. Detailed filing data is available for this year.$3.42$0.00$3.42$0.20$0.26$0.07
2015Detailed filing. Detailed filing data is available for this year.$3.49$0.00$3.49$0.18$0.26$0.07
2014Detailed filing. Detailed filing data is available for this year.$3.56$0.00$3.56$0.23$0.29$0.07
2013Detailed filing. Detailed filing data is available for this year.$3.63$0.00$3.63$0.87$0.16$0.71
2012Summary only. Only limited summary data is available for this year.$2.92$0.00$0.16$0.21$0.05
2011Summary only. Only limited summary data is available for this year.$2.96$0.00$0.20$0.21$0.01