Civic Intelligence

Anna K Meredith Endowment Trust

990 • Fiscal year 2018 • EIN 42-1180480

Jan 01, 2018 to Dec 31, 2018 • Filed on May 15, 2019

Organization Profile

Refreshing map…

453 7th StreetDes Moines, IA 50309

(800) 362-1688

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.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Liabilities / Revenue

4th percentile

0.00x

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

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Net Margin

80th percentile

23%

Higher net margin than 80% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Top Officer Pay

21st percentile

$96,831

Higher top officer pay than 21% of similar nonprofits.

Top officer pay equals 3.6% of source-year revenue.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2018

Asset Growth

55th percentile

3.2%

Faster asset growth than 55% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2017 to 2018

Revenue Growth

62nd percentile

8.6%

Faster revenue growth than 62% of similar nonprofits.

2018 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets4th percentile

Assets

Up

$19,821,656

Up $614,401 (+3.2%) from 2017

Net Assets

Up

$19,821,656

Up $614,401 (+3.2%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue4th percentileNet Margin80th percentile

Revenue

Up

$2,689,716

Up $212,264 (+8.6%) from 2017

Expenses

Up

$2,075,315

Up $216,989 (+12%) from 2017

Net Income

Down

$614,401

Down $4,725 (-0.8%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth55th percentile

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

2018

Assets$19,821,656
Liabilities$0
Net Assets$19,821,656
Open 2018 Filing

Operations Trend

Revenue Growth62nd percentile

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

2018

Revenue$2,689,716
Expenses$2,075,315
Net Income$614,401
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 15, 2019
Return Version
2018v3.1
Gross Receipts
$3,474,258
Mission and Program Overview

Mission

Funding for edmundson art foundation

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$17,065,312$15,654,399▼ $1,410,913
Savings and Temporary Cash Investments$1,010,443$3,035,757▲ $2,025,314
Investments Other Securities$1,131,500$1,131,500→ $0
Total Assets$19,207,255$19,821,656▲ $614,401
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Unrestricted Net Assets$19,207,255$19,821,656▲ $614,401
Total Net Assets Fund Balance$19,207,255$19,821,656▲ $614,401
Total Liabilities and Net Assets / Fund Balance$19,207,255$19,821,656▲ $614,401

Asset Categories

AssetBook ValueDepreciationBasis
Other Securities$1,131,500--
Compensation and Service Providers
Top Officer Pay21st percentile

Employees

NameTitleBaseTotal
Bankers TrustTrustee$96,831$96,831

Board Members and Trustees

NameTitle
Et Meredith IvPresident
Craig ShadurTrustee
Dianna M Meredith FrazierTrustee
James W Hubbell IiiTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$2,689,716
Other Revenue
$0
Change in Net Assets
$614,401
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,929,740
Other Expenses$145,575
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,929,740--$1,929,740
Fees for Service Investment Mgmnt Fees-$38,892-$38,892
Fees for Services Accounting-$3,950-$3,950
Fees for Services Legal-$3,269-$3,269
Other Expenses-$205-$205
Total Functional Expenses$1,929,740$145,575$0$2,075,315
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Edmundson Art Foundation IncDes Moines, IA501c3Advncmnt of the Arts$1,929,740
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
8003621688
Address
453 7TH STREET, DES MOINES, IA 50309

Signing Officer

Name
Bankers Trust
Title
Trustee
Phone
5152452800
Signed
2019-05-15
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Bankers Trust
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
Holly Larson
Phone
5152453737
Raw XML AppendixShowing 400 of 401 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/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
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/FormAndLineReferenceDesc0PART IV, SECTION D, LINE 2
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc1PART IV, SECTION D, LINE 3
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc2PART V, SECTION D, LINE 8
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/CurrentYearAmt053271544
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/PriorYearAmt055721376
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/CurrentYearAmt0639891
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/PriorYearAmt0950201
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/CurrentYearAmt052631653
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/PriorYearAmt054771175
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/CurrentYearAmt0799073
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/PriorYearAmt0835821
IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/CurrentYearAmt052472471
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt054885555
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/CurrentYearAmt01836536
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt01920994
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/CurrentYearAmt053271544
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt055721376
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/CurrentYearAmt01836536
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt01920994
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0420680419
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd07
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt01929740
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0EDMUNDSON ART FOUNDATION INC
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine2Txt0EDMUNDSON ART FOUNDATION INC
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt01929740
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/OtherSecuritiesGrp/BookValueAmt01131500
IRS990ScheduleD/OtherSecuritiesGrp/Desc0600,000 SHARES MEREDITH CORP. STOCK
IRS990ScheduleD/OtherSecuritiesGrp/MethodValuationCd0C
IRS990ScheduleD/TotalBookValueSecuritiesAmt01131500
IRS990ScheduleI/GrantRecordsMaintainedInd0false
IRS990ScheduleI/RecipientTable/CashGrantAmt01929740
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/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt019207255
IRS990/TotalAssetsEOYAmt019821656
IRS990/TotalAssetsGrp/BOYAmt019207255
IRS990/TotalAssetsGrp/EOYAmt019821656
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt0145575
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt01929740
IRS990/TotalFunctionalExpensesGrp/TotalAmt02075315
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt019207255
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt019821656
IRS990/TotalProgramServiceExpensesAmt01929740
IRS990/TotalReportableCompFromOrgAmt096831
IRS990/TotalRevenueGrp/ExclusionAmt02484561
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0205155
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt02689716
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt019207255
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt019821656
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UnrestrictedNetAssetsGrp/BOYAmt019207255
IRS990/UnrestrictedNetAssetsGrp/EOYAmt019821656
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0453 7TH STREET
IRS990/USAddress/CityNm0DES MOINES
IRS990/USAddress/StateAbbreviationCd0IA
IRS990/USAddress/ZIPCd050309
IRS990/VotingMembersGoverningBodyCnt05
IRS990/VotingMembersIndependentCnt05
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0BANKERS TRUST
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05152452800
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ANNA K MEREDITH ENDOWMENT TRUST
ReturnHeader/Filer/BusinessNameControlTxt0ANNA
ReturnHeader/Filer/EIN0421180480
ReturnHeader/Filer/PhoneNum08003621688
ReturnHeader/Filer/USAddress/AddressLine1Txt0453 7TH STREET
ReturnHeader/Filer/USAddress/CityNm0DES MOINES
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd050309
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId022D0F2D07AC358F1ABF65273DDF7232597475588
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0580FF33DCFBC6BDBA3A53B47B7430858163ECAC7
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0209.180.40.194
ReturnHeader/FilingSecurityInformation/IPDt02019-05-09
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm016:42:00
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/PreparationDt02019-05-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0HOLLY LARSON
ReturnHeader/ReturnTs02019-05-09T16:42:00-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$19,821,656
Liabilities
$0
Net assets
$19,821,656
Revenue
$2,689,716
Expenses
$2,075,315
Net income
$614,401
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
2018Detailed filing. Detailed filing data is available for this year.$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
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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