Civic Intelligence

Frei Family Charitable Trust

EIN 42-1102726 • Waterloo, IA

Refreshing map…

242 Tower Park DriveWaterloo, IA 50701
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2019

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2019

Net Margin

2nd percentile

-7853%

Higher net margin than 2% of similar nonprofits.

<$500k nonprofits • Source year 2019

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

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

<$500k nonprofits • Source year 2019

Asset Growth

12th percentile

-100%

Faster asset growth than 12% of similar nonprofits.

<$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

46th percentile

-4.8%

Faster revenue growth than 46% of similar nonprofits.

<$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $3,575 (-100%) from 2017

Liabilities

Flat

$0

Flat from 2017

Net Assets

Down

$0

Down $3,575 (-100%) from 2017

Operations
Liabilities / Revenue66th percentileNet Margin2nd percentile

Revenue

Up

$40

Up $3 (+8.1%) from 2017

Expenses

Up

$3,181

Up $2,455 (+338%) from 2017

Net Income

Down

-$3,141

Down $2,452 (-356%) from 2017

Trend Graphs

Balance Sheet Trend

Asset Growth12th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$8.0K$6.0K$4.0K$2.0K$0Assets 2011: $6,087Liabilities 2011: $02011Assets 2012: $5,633Liabilities 2012: $0Net Assets 2012: $5,6332012Assets 2013: $5,264Liabilities 2013: $0Net Assets 2013: $5,2642013Assets 2014: $4,891Liabilities 2014: $0Net Assets 2014: $4,8912014Assets 2015: $4,501Liabilities 2015: $0Net Assets 2015: $4,5012015Assets 2016: $4,264Liabilities 2016: $0Net Assets 2016: $4,2642016Assets 2017: $3,575Liabilities 2017: $0Net Assets 2017: $3,5752017Assets 2019: $0Liabilities 2019: $0Net Assets 2019: $02019

Highlighted filing

2019

Assets$0
Liabilities$0
Net Assets$0
Open 2019 Filing

Operations Trend

Revenue Growth46th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$4.0K$2.0K$0-$2.0K-$4.0KRevenue 2011: $115Expenses 2011: $624Net Income 2011: -$5092011Expenses 2012: $5272012Revenue 2013: $57Expenses 2013: $426Net Income 2013: -$3692013Revenue 2014: $42Expenses 2014: $415Net Income 2014: -$3732014Revenue 2015: $38Expenses 2015: $428Net Income 2015: -$3902015Revenue 2016: $38Expenses 2016: $275Net Income 2016: -$2372016Revenue 2017: $37Expenses 2017: $726Net Income 2017: -$6892017Revenue 2019: $40Expenses 2019: $3,181Net Income 2019: -$3,1412019

Highlighted filing

2019

Revenue$40
Expenses$3,181
Net Income-$3,141
Open 2019 Filing

Filings

Most recent year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$40
Expenses
$3,181
Net income
-$3,141
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2019Detailed filing. Detailed filing data is available for this year.$0$0$0$40$3,181$3,141
2017Detailed filing. Detailed filing data is available for this year.$3,575$0$3,575$37$726$689
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4,264$0$4,264$38$275$237
2015Detailed filing. Detailed filing data is available for this year.$4,501$0$4,501$38$428$390
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4,891$0$4,891$42$415$373
2013Detailed filing. Detailed filing data is available for this year.$5,264$0$5,264$57$426$369
2012XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$5,633$0$5,633$527
2011Summary only. Only limited summary data is available for this year.$6,087$0$115$624$509
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jun 17, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LINCOLN SAVINGS BANKTrustee-$0--
Ariel Patton Guidance CounsDirector-$0--
Shawn Holloway SuperintendantDirector-$0--
Filing and Contact Details

Filer

Filer Name
Frei Family Charitable Trust
EIN
42-1102726
Phone
3197886441
Address
242 Tower Park Drive, Waterloo, IA 50701

Signing Officer

Name
Joan Rice
Title
Trust Officer
Signed
2020-06-17
Discuss with paid preparer
Yes

Preparer

Firm
Sweet & Hartman Plc
Address
305 MAIN ST, REINBECK, IA 50669
Preparer
Maria L Hartman
Phone
3193456496
Raw XML Appendix223 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.

Path#Value
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IRS990PF/FinalReturnInd0X
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IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt03140
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt03140
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt03140
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt03140
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt03140
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt00
IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt02792
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt00
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt042
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0138
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt02750
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt02792
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0LINCOLN SAVINGS BANK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1Ariel Patton Guidance Couns
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2Shawn Holloway Superintendant
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0242 Tower Park Drive
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt1600 BLACKHAWK ST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2300 Cedar Street
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IRS990PF/Organization501c3ExemptPFInd0X
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt047
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.03932
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IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0false
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0WATERLOO
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IRS990PF/StatementsRegardingActyGrp/PhoneNum03197886441
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IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0See application form attached.
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0Be a graduate of Gladbrook-Reinbeck High School, general character, probability of success in school, and citizenship and leadship abilities as shown by participation in school and community activities.
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
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IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0Sweet and Hartman, PLC Tax Prep
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt00
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0600
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
OtherIncreasesSchedule/OtherIncreasesDetail/Amt01
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0Rounding
TaxesSchedule/TaxesDetail/Amt01
TaxesSchedule/TaxesDetail/CategoryTxt0TAX PAYMENT
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Joan Rice
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trust Officer
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-06-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FREI FAMILY CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0FREI
ReturnHeader/Filer/EIN0421102726
ReturnHeader/Filer/PhoneNum03197886441
ReturnHeader/Filer/USAddress/AddressLine1Txt0242 Tower Park Drive
ReturnHeader/Filer/USAddress/CityNm0Waterloo
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd050701
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0811033016
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SWEET & HARTMAN PLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0305 MAIN ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0REINBECK
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd050669
ReturnHeader/PreparerPersonGrp/PhoneNum03193456496
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Maria L Hartman
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02020-06-17T09:12:12-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. <$500k nonprofits