Civic Intelligence

Anna K Meredith Endowment Trust

990 • Fiscal year 2014 • EIN 42-1180480

Jan 01, 2014 to Dec 31, 2014 • Filed on Jun 20, 2015

1716 Locust StreetDes Moines, IA 50309

(515) 245-2800

Siviq Scores

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

Liabilities / Assets

4th percentile

0.00x

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

2014 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2014

Liabilities / Revenue

4th percentile

0.00x

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

2014 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2014

Net Margin

80th percentile

22%

Higher net margin than 80% of similar nonprofits.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2014

Top Officer Pay

19th percentile

$85,922

Higher top officer pay than 19% of similar nonprofits.

Top officer pay equals 4.6% of source-year revenue.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2014

Asset Growth

45th percentile

2.2%

Faster asset growth than 45% of similar nonprofits.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2013 to 2014

Revenue Growth

3rd percentile

-57%

Faster revenue growth than 3% of similar nonprofits.

2014 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2013 to 2014

Assets

Up

$19,099,037

Up $415,644 (+2.2%) from 2013

Net Assets

Up

$19,099,037

Up $415,644 (+2.2%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue

Down

$1,887,020

Down $2,503,685 (-57%) from 2013

Expenses

Up

$1,471,376

Up $143,356 (+11%) from 2013

Net Income

Down

$415,644

Down $2,647,041 (-86%) from 2013

Historical Trend

Balance Sheet Trend

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

$60M$40M$20M$0Assets 2010: $15,048,715Liabilities 2010: $0Net Assets 2010: $15,048,7152010Assets 2011: $15,367,561Liabilities 2011: $0Net Assets 2011: $15,367,5612011Assets 2012: $15,620,708Liabilities 2012: $0Net Assets 2012: $15,620,7082012Assets 2013: $18,683,393Liabilities 2013: $0Net Assets 2013: $18,683,3932013Assets 2014: $19,099,037Liabilities 2014: $0Net Assets 2014: $19,099,0372014Assets 2015: $19,054,279Liabilities 2015: $0Net Assets 2015: $19,054,2792015Assets 2016: $18,588,129Liabilities 2016: $0Net Assets 2016: $18,588,1292016Assets 2017: $19,207,255Liabilities 2017: $0Net Assets 2017: $19,207,2552017Assets 2018: $19,821,656Liabilities 2018: $0Net Assets 2018: $19,821,6562018Assets 2019: $20,457,409Liabilities 2019: $0Net Assets 2019: $20,457,4092019Assets 2020: $19,731,558Liabilities 2020: $0Net Assets 2020: $19,731,5582020Assets 2021: $55,269,901Liabilities 2021: $0Net Assets 2021: $55,269,9012021Assets 2022: $55,824,249Liabilities 2022: $0Net Assets 2022: $55,824,2492022Assets 2023: $55,061,452Liabilities 2023: $0Net Assets 2023: $55,061,4522023Assets 2024: $56,608,451Liabilities 2024: $0Net Assets 2024: $56,608,4512024

Highlighted filing

2014

Assets$19,099,037
Liabilities$0
Net Assets$19,099,037

Operations Trend

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

$40M$30M$20M$10M$0-$10MExpenses 2010: $1,050,4792010Expenses 2011: $1,171,3592011Expenses 2012: $1,404,2792012Revenue 2013: $4,390,705Expenses 2013: $1,328,020Net Income 2013: $3,062,6852013Revenue 2014: $1,887,020Expenses 2014: $1,471,376Net Income 2014: $415,6442014Revenue 2015: $1,988,477Expenses 2015: $2,033,235Net Income 2015: -$44,7582015Revenue 2016: $1,439,603Expenses 2016: $1,905,753Net Income 2016: -$466,1502016Revenue 2017: $2,477,452Expenses 2017: $1,858,326Net Income 2017: $619,1262017Revenue 2018: $2,689,716Expenses 2018: $2,075,315Net Income 2018: $614,4012018Revenue 2019: $2,691,252Expenses 2019: $2,055,499Net Income 2019: $635,7532019Revenue 2020: $1,232,783Expenses 2020: $1,958,634Net Income 2020: -$725,8512020Revenue 2021: $36,939,022Expenses 2021: $1,400,679Net Income 2021: $35,538,3432021Revenue 2022: $2,487,379Expenses 2022: $1,933,031Net Income 2022: $554,3482022Revenue 2023: $1,583,863Expenses 2023: $2,346,664Net Income 2023: -$762,8012023Revenue 2024: $3,928,215Expenses 2024: $2,381,216Net Income 2024: $1,546,9992024

Highlighted filing

2014

Revenue$1,887,020
Expenses$1,471,376
Net Income$415,644
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Jun 20, 2015
Return Version
2014v5.0
Gross Receipts
$4,631,037
Mission and Program Overview

Mission

Funding for edmundson art foundation

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$17,463,357$17,755,838▲ $292,481
Investments Other Securities$1,131,500$1,131,500→ $0
Savings and Temporary Cash Investments$88,536$211,699▲ $123,163
Total Assets$18,683,393$19,099,037▲ $415,644
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$18,683,393$19,099,037▲ $415,644
Total Net Assets Fund Balance$18,683,393$19,099,037▲ $415,644
Total Liabilities and Net Assets / Fund Balance$18,683,393$19,099,037▲ $415,644

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$1,131,500--
Compensation and Service Providers

Employees

NameTitleBaseTotal
Bankers Trust CompanyTrustee$85,922$85,922

Board Members and Trustees

Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$1,886,416
Other Revenue
$604
Change in Net Assets
$415,644
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,338,159
Other Expenses$133,217
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,338,159--$1,338,159
Fees for Service Investment Mgmnt Fees-$31,411-$31,411
Fees for Services Legal-$6,438-$6,438
Fees for Services Accounting-$3,190-$3,190
Other Expenses-$1,410-$1,410
Total Functional Expenses$1,338,159$133,217$0$1,471,376
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Edmundson Art Foundation IncDes Moines, IA501c3Advncmnt of the Arts$1,338,159
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
Yes
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 2

Dianna m. Meredith frazier e.t. Meredith iv family relationship bankers trust business relationship

Form 990, Page 6, Part VI, Line 11B

Form 990 is provided to the institutional trustee for review. After review, the return is filed with the internal revenue service. A copy is forwarded to the secretary for inclusion in the minutes.

Form 990, Page 6, Part VI, Line 12C

The conflict of interest policy requires that there will be annual signed statements from each director affirming that they have received, read and understood the policy and agree to comply with it.

Form 990, Page 6, Part VI, Line 19

No documents are available to the public.

Filing and Contact Details

Filer

Filer Name
Anna K Meredith Endowment Trust
EIN
42-1180480
Phone
5152452800
Address
1716 LOCUST STREET, DES MOINES, IA 50309

Signing Officer

Name
Tracy Abbas
Title
VP
Phone
5152452800
Signed
2015-06-20
Discuss with paid preparer
Yes

Organization Details

Formed
1981
Legal Domicile
Ia
Voting Board Members
5
Independent Board Members
5
Employees
0

Preparer

Firm
Hamilton Juffer & Associates Llp
Address
666 GRAND AVE STE 2400, DES MOINES, IA 50309-2506
Preparer
Matt Juffer
Phone
5152453737
Raw XML Appendix395 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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IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd0true
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0true
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE TRUSTEE OF THE ANNA K. MEREDITH FOUNDATION MAINTAINS A CLOSE AND CONTINUOUS WORKING RELATIONSHIP WITH THE DIRECTORS OF THE EDMUNDSON ART FOUNDATION (SUPPORTED ORGANIZATION). THE ANNA K. MEREDITH FOUNDATION IS A SIGNIFICANT FUNDING SOURCE FOR THE SUPPORTED ORGANIZATION. THE TRUSTEE OF THE ANNA K. MEREDITH FOUNDATION REVIEWS HOW THE SUPPORTED ORGANIZATION UTILIZES THE FUNDS THAT WERE PROVIDED AND REVIEWS WHAT FUTURE NEEDS EXIST FOR THE SUPPORTED ORGANIZATION.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt1A CLOSE AND CONTINUOUS WORKING RELATIONSHIP EXISTS BETWEEN THE SUPPORTING ORGANIZATION AND THE SUPPORTED ORGANIZATION. THE SUPPORTED ORGANIZATION HAS CONTROL OVER THE DISTRIBUTIONS IT RECEIVES FROM THE ANNA K. MEREDITH ENDOWMENT FUND.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2THE ORGANIZATION IS ATTENTIVE TO THE SUPPORTED ORGANIZATION. THE ORGANIZATION PROVIDES OVER 10% OF THE SUPPORTED ORGANIZATION'S TOTAL SUPPORT FOR THE TAX YEAR.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt3PART V, SECTION E, LINE 6 THE ORGANIZATION REPORTED AN AMOUNT OF UNDERDISTRIBUTIONS FOR 2014. THE ORGANIZATION STILL QUALIFIES AS A SUPPORTING ORGANIZATION FOR THE CURRENT TAX YEAR BASED ON THE REASONABLE CAUSE EXCEPTION. THE ORGANIZATION FAILED TO DISTRIBUTE ITS DISTRIBUTABLE AMOUNT DUE TO THE VALUATION OF THE FAIR MARKET VALUE OF THE ASSETS. THE MOST CURRENT DATA WAS NOT AVAILABLE UNTIL AFTER THE CLOSE OF THE TAX YEAR. THE DISTRIBUTION REQUIREMENT WAS MET WITHIN 180 DAYS AFTER THE ORGANIZATION WAS ABLE TO OBTAIN THE CORRECT ASSET VALUATION. TD 9605 PROVIDES FURTHER INFORMATION ON THE DISTRIBUTION REQUIREMENT. IT STATES "BECAUSE THIS DISTRIBUTABLE AMOUNT IS SIGNIFICANTLY DIFFERENT THAN THE DISTRIBUTABLE AMOUNT DESCRIBED IN THE 2009 PROPOSED REGULATIONS, THE TREASURY DEPARTMENT AND THE IRS HAVE ISSUED THE PROVISIONS DESCRIBING THE DISTRIBUTABLE AMOUNT AS TEMPORARY AND PROPOSED REGULATIONS. ALTHOUGH THE DISTRIBUTION REQUIREMENT IS A TEMPORARY REGULATION, THE ORGANIZATION HAS ENACTED TO FOLLOW THE REGULATIONS.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0PART IV, SECTION D, LINE 2
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1PART IV, SECTION D, LINE 3
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2PART V, SECTION D, LINE 8
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc3SUPPLEMENTAL INFORMATION
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/CurrentYearAmt047522336
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/PriorYearAmt044261783
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/CurrentYearAmt047522336
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/PriorYearAmt044261783
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/CurrentYearAmt0712835
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/PriorYearAmt0663927
IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/CurrentYearAmt046809501
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt043597856
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/CurrentYearAmt01638333
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt01525925
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/CurrentYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/CurrentYearAmt047522336
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt044261783
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/CurrentYearAmt01638333
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt01525925
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0420680419
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeDesc07
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt01338159
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0EDMUNDSON ART FOUNDATION INC
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine2Txt0EDMUNDSON ART FOUNDATION INC
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt01338159
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt01131500
IRS990ScheduleD/OtherSecuritiesGrp/Desc0600,000 SHARES MEREDITH CORP. STOCK
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0C
IRS990ScheduleD/TotalBookValueSecuritiesAmt01131500
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/RecipientTable/CashGrantAmt01338159
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501C3
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0ADVNCMNT OF THE ARTS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0EDMUNDSON ART FOUNDATION INC
IRS990ScheduleI/RecipientTable/RecipientEIN0420680419
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt04700 GRAND AVENUE
IRS990ScheduleI/RecipientTable/USAddress/CityNm0DES MOINES
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0IA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd050312
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DIANNA M. MEREDITH FRAZIER E.T. MEREDITH IV FAMILY RELATIONSHIP BANKERS TRUST BUSINESS RELATIONSHIP
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FORM 990 IS PROVIDED TO THE INSTITUTIONAL TRUSTEE FOR REVIEW. AFTER REVIEW, THE RETURN IS FILED WITH THE INTERNAL REVENUE SERVICE. A COPY IS FORWARDED TO THE SECRETARY FOR INCLUSION IN THE MINUTES.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE CONFLICT OF INTEREST POLICY REQUIRES THAT THERE WILL BE ANNUAL SIGNED STATEMENTS FROM EACH DIRECTOR AFFIRMING THAT THEY HAVE RECEIVED, READ AND UNDERSTOOD THE POLICY AND AGREE TO COMPLY WITH IT.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3NO DOCUMENTS ARE AVAILABLE TO THE PUBLIC.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PAGE 6, PART VI, LINE 2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PAGE 6, PART VI, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990, PAGE 6, PART VI, LINE 12C
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990, PAGE 6, PART VI, LINE 19
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt018683393
IRS990/TotalAssetsEOYAmt019099037
IRS990/TotalAssetsGrp/BOYAmt018683393
IRS990/TotalAssetsGrp/EOYAmt019099037
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0133217
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01338159
IRS990/TotalFunctionalExpensesGrp/TotalAmt01471376
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt018683393
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt019099037
IRS990/TotalProgramServiceExpensesAmt01338159
IRS990/TotalReportableCompFromOrgAmt085922
IRS990/TotalRevenueGrp/ExclusionAmt01514664
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0372356
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt01887020
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt018683393
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt019099037
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt018683393
IRS990/UnrestrictedNetAssetsGrp/EOYAmt019099037
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TRACY ABBAS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0VP
ReturnHeader/BusinessOfficerGrp/PhoneNum05152452800
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-06-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ANNA K MEREDITH ENDOWMENT TRUST
ReturnHeader/Filer/BusinessNameControlTxt0ANNA
ReturnHeader/Filer/EIN0421180480
ReturnHeader/Filer/PhoneNum05152452800
ReturnHeader/Filer/USAddress/AddressLine1Txt01716 LOCUST STREET
ReturnHeader/Filer/USAddress/CityNm0DES MOINES
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd050309
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0203626340
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HAMILTON JUFFER & ASSOCIATES LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0666 GRAND AVE STE 2400
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DES MOINES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0503092506
ReturnHeader/PreparerPersonGrp/PhoneNum05152453737
ReturnHeader/PreparerPersonGrp/PreparationDt02015-10-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MATT JUFFER
ReturnHeader/ReturnTs02015-11-05T13:17:24-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$56.6$0.00$56.6$3.93$2.38$1.55
2023Summary only. Only limited summary data is available for this year.$55.1$0.00$55.1$1.58$2.35$0.76
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$55.8$0.00$55.8$2.49$1.93$0.55
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$55.3$0.00$55.3$36.9$1.40$35.5
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$19.7$0.00$19.7$1.23$1.96$0.73
2019Facts available. Structured filing facts are available, but richer extracted sections are limited.$20.5$0.00$20.5$2.69$2.06$0.64
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$19.8$0.00$19.8$2.69$2.08$0.61
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$19.2$0.00$19.2$2.48$1.86$0.62
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$18.6$0.00$18.6$1.44$1.91$0.47
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$19.1$0.00$19.1$1.99$2.03$0.04
2014Detailed filing. Detailed filing data is available for this year.$19.1$0.00$19.1$1.89$1.47$0.42
2013Detailed filing. Detailed filing data is available for this year.$18.7$0.00$18.7$4.39$1.33$3.06
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$15.6$0.00$15.6$1.40
2011XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.4$0.00$15.4$1.17
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$15.0$0.00$15.0$1.05