Civic Intelligence

Dean and Juanita Mitchell Foundation

990PF • Fiscal year 2020 • EIN 42-1082307

Jan 01, 2020 to Dec 31, 2020 • Filed on Mar 19, 2021

12100 Meredith Dr No 200Urbandale, IA 50323

(515) 727-5700

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

26th percentile

-16%

Higher net margin than 26% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

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.

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

42nd percentile

-0.9%

Faster asset growth than 42% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

62nd percentile

-1.7%

Faster revenue growth than 62% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Down

$322,167

Down $2,922 (-0.9%) from 2019

Net Assets

Down

$322,167

Down $2,922 (-0.9%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue

Down

$18,263

Down $315 (-1.7%) from 2019

Expenses

Down

$21,185

Down $2,356 (-10%) from 2019

Net Income

Up

-$2,922

Up $2,041 (+41%) from 2019

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

2020

Assets$322,167
Liabilities$0
Net Assets$322,167

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

2020

Revenue$18,263
Expenses$21,185
Net Income-$2,922
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Mar 19, 2021
Return Version
2020v4.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DIANE KAE BREWERTrustee-$0--
BLAKE M BREWERTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Dean & Juanita Mitchell Foundation
EIN
42-1082307
Phone
5157275700
Address
12100 MEREDITH DR NO 200, URBANDALE, IA 50323

Signing Officer

Name
Diane Brewer
Title
Trustee
Phone
5157275700
Signed
2021-03-19
Discuss with paid preparer
Yes

Preparer

Firm
Bergankdv Ltd
Address
12100 MEREDITH DR SUITE 200, URBANDALE, IA 50323
Preparer
Bryan C Ihnen CPA
Phone
5157275700
Raw XML Appendix317 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/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt016320
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/AppliedToCurrentYearAmt015372
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt015372
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt03045
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt01754
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt01308
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt03001
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt01225
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt01225
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt010056
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0948
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt03045
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt01754
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt01308
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt03001
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt016320
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0948
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt011281
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt010333
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt02333
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt02333
TaxesSchedule/TaxesDetail/Amt0133
TaxesSchedule/TaxesDetail/Amt1655
TaxesSchedule/TaxesDetail/CategoryTxt0PRIOR YEAR FINAL
TaxesSchedule/TaxesDetail/CategoryTxt1FOREIGN TAXES WITHHELD
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0133
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1655
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0DIANE BREWER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05157275700
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-03-19
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DEAN & JUANITA MITCHELL FOUNDATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O BERGANKDV LTD
ReturnHeader/Filer/BusinessNameControlTxt0DEAN
ReturnHeader/Filer/EIN0421082307
ReturnHeader/Filer/PhoneNum05157275700
ReturnHeader/Filer/USAddress/AddressLine1Txt012100 MEREDITH DR NO 200
ReturnHeader/Filer/USAddress/CityNm0URBANDALE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd050323
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0411431613
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BERGANKDV LTD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt012100 MEREDITH DR SUITE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0URBANDALE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd050323
ReturnHeader/PreparerPersonGrp/PhoneNum05157275700
ReturnHeader/PreparerPersonGrp/PreparationDt02021-03-19
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0BRYAN C IHNEN CPA
ReturnHeader/ReturnTs02021-04-01T12:14:16-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DIANE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BREWER
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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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