Civic Intelligence

Frances M & E Lester Williams

EIN 42-1235943 • 501(c)3 • Marshalltown, IA

Profile

NONE

26 S 1st Ave 302Marshalltown, IA 50158

n/A

Siviq Scores

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

Liabilities / Assets

18th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2025

Liabilities / Revenue

19th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2025

Net Margin

43rd percentile

1.6%

Higher net margin than 43% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2025

Top Officer Pay

Score unavailable

No value available

No filing with officer rows is available for this organization yet.

Asset Growth

44th percentile

1.9%

Faster asset growth than 44% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2025

Revenue Growth

66th percentile

17%

Faster revenue growth than 66% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2025

Balance Sheet
Liabilities / Assets18th percentile

Assets

Up

$1,300,690

Up $2,907 (+0.2%) from 2024

Liabilities

Flat

$0

Flat from 2024

Net Assets

Up

$1,300,690

Up $2,907 (+0.2%) from 2024

Operations
Liabilities / Revenue19th percentileNet Margin43rd percentile

Revenue

Up

$183,429

Up $3,734 (+2.1%) from 2024

Expenses

Up

$180,522

Up $46,631 (+35%) from 2024

Net Income

Down

$2,907

Down $42,897 (-94%) from 2024

Trend Graphs

Balance Sheet Trend

Asset Growth44th percentile

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

$1.5M$1.0M$500K$0Assets 2011: $1,229,375Liabilities 2011: $0Net Assets 2011: $1,229,3752011Assets 2012: $1,233,905Liabilities 2012: $0Net Assets 2012: $1,233,9052012Assets 2013: $1,241,432Liabilities 2013: $0Net Assets 2013: $1,241,4322013Assets 2014: $1,244,756Liabilities 2014: $0Net Assets 2014: $1,244,7562014Assets 2015: $1,249,663Liabilities 2015: $0Net Assets 2015: $1,249,6632015Assets 2016: $1,252,719Liabilities 2016: $0Net Assets 2016: $1,252,7192016Assets 2017: $1,253,290Liabilities 2017: $0Net Assets 2017: $1,253,2902017Assets 2018: $1,256,164Liabilities 2018: $0Net Assets 2018: $1,256,1642018Assets 2019: $1,245,022Liabilities 2019: $0Net Assets 2019: $1,245,0222019Assets 2020: $1,244,472Liabilities 2020: $0Net Assets 2020: $1,244,4722020Assets 2021: $1,244,258Liabilities 2021: $0Net Assets 2021: $1,244,2582021Assets 2022: $1,250,970Liabilities 2022: $0Net Assets 2022: $1,250,9702022Assets 2023: $1,251,979Liabilities 2023: $0Net Assets 2023: $1,251,9792023Assets 2024: $1,297,783Liabilities 2024: $0Net Assets 2024: $1,297,7832024Assets 2025: $1,300,690Liabilities 2025: $0Net Assets 2025: $1,300,6902025

Highlighted filing

2025

Assets$1,300,690
Liabilities$0
Net Assets$1,300,690
Open 2025 Filing

Operations Trend

Revenue Growth66th percentile

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

$200K$150K$100K$50K$0-$50KExpenses 2011: $88,9882011Expenses 2012: $95,9212012Expenses 2013: $100,6912013Revenue 2014: $114,356Expenses 2014: $111,032Net Income 2014: $3,3242014Revenue 2015: $116,352Expenses 2015: $111,445Net Income 2015: $4,9072015Revenue 2016: $119,976Expenses 2016: $116,920Net Income 2016: $3,0562016Revenue 2017: $120,131Expenses 2017: $119,560Net Income 2017: $5712017Revenue 2018: $122,091Expenses 2018: $119,217Net Income 2018: $2,8742018Revenue 2019: $131,309Expenses 2019: $142,450Net Income 2019: -$11,1412019Revenue 2020: $125,909Expenses 2020: $126,459Net Income 2020: -$5502020Revenue 2021: $125,076Expenses 2021: $125,289Net Income 2021: -$2132021Revenue 2022: $132,786Expenses 2022: $126,074Net Income 2022: $6,7122022Revenue 2023: $132,956Expenses 2023: $131,947Net Income 2023: $1,0092023Revenue 2024: $179,695Expenses 2024: $133,891Net Income 2024: $45,8042024Revenue 2025: $183,429Expenses 2025: $180,522Net Income 2025: $2,9072025

Highlighted filing

2025

Revenue$183,429
Expenses$180,522
Net Income$2,907
Open 2025 Filing

Filings

Most recent year

2025 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,300,690
Liabilities
$0
Net assets
$1,300,690
Revenue
$183,429
Expenses
$180,522
Net income
$2,907
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$1.30$0.00$1.30$0.18$0.18$0.00
2024Detailed filing. Detailed filing data is available for this year.$1.30$0.00$1.30$0.18$0.13$0.05
2023Detailed filing. Detailed filing data is available for this year.$1.25$0.00$1.25$0.13$0.13$0.00
2022Detailed filing. Detailed filing data is available for this year.$1.25$0.00$1.25$0.13$0.13$0.01
2021Detailed filing. Detailed filing data is available for this year.$1.24$0.00$1.24$0.13$0.13$0.00
2020Detailed filing. Detailed filing data is available for this year.$1.24$0.00$1.24$0.13$0.13$0.00
2019Detailed filing. Detailed filing data is available for this year.$1.25$0.00$1.25$0.13$0.14$0.01
2018Detailed filing. Detailed filing data is available for this year.$1.26$0.00$1.26$0.12$0.12$0.00
2017Detailed filing. Detailed filing data is available for this year.$1.25$0.00$1.25$0.12$0.12$0.00
2016Detailed filing. Detailed filing data is available for this year.$1.25$0.00$1.25$0.12$0.12$0.00
2015Detailed filing. Detailed filing data is available for this year.$1.25$0.00$1.25$0.12$0.11$0.00
2014Detailed filing. Detailed filing data is available for this year.$1.24$0.00$1.24$0.11$0.11$0.00
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.24$0.00$1.24$0.10
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.23$0.00$1.23$0.10
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$1.23$0.00$1.23$0.09
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Oct 1, 2024 to Sep 30, 2025
Signed
Jan 28, 2026
Return Version
2024v5.5
Gross Receipts
$237,014
Mission and Program Overview

Mission

NONE

Support for sec.501(c)(3) exempt organization

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$1,075,391$1,075,391→ $0
Land, Buildings, and Equipment, Net$528,396$528,396→ $0
Rtn Earn Endowment Incm Other Fnds$171,392$174,299▲ $2,907
Savings and Temporary Cash Investments$170,475$144,258▼ $26,217
Pd in Cap Srpls Land Bldg Eqp Fund$51,000$51,000→ $0
Total Assets$1,297,783$1,300,690▲ $2,907
Other Assets Total$598,912$628,036▲ $29,124
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,297,783$1,300,690▲ $2,907
Total Liabilities and Net Assets / Fund Balance$1,297,783$1,300,690▲ $2,907

Asset Categories

AssetBook ValueDepreciationBasis
Land$528,396--
Other Assets Org$628,036--
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
James L GoodmanTrustee
Norm BachTrustee
Sean K HeitmannTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$109,042
Other Revenue
$74,387
Change in Net Assets
$2,907
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$171,393
Other Expenses$9,129
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$171,393--$171,393
Fees for Services Management-$7,981-$7,981
Fees for Services Legal-$1,100-$1,100
Fees for Services Other-$48-$48
Total Functional Expenses$171,393$9,129$0$180,522
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
United Way of Marshall CountyMarshalltown, IA-Assist in Meeting Missions Goal of United Way Campaign.$171,393
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
Business relationship with 35% controlled entity
No
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
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Section B, Line 11B

“The organization's form 990 is reviewed by the trustees prior to filing.”

Form 990, Part VI, Section C, Line 19

“The organization's governing documents, form 1023 and form 990's are reviewed by the trustees and are available for pulic inspection upon request.”

Filing and Contact Details

Filer

Filer Name
Frances M & E Lester Williams
EIN
42-1235943
Phone
6417524271
Address
26 S 1ST AVE 302, MARSHALLTOWN, IA 50158

Signing Officer

Name
Norm Bach
Title
Trustee
Phone
6417522525
Signed
2026-01-28
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Norm Bach
Formed
1980
Legal Domicile
Ia
Voting Board Members
0
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Moore Mckibben Goodman Et Al Llp
Address
26 SOUTH FIRST AVENUE STE 302, MARSHALLTOWN, IA 50158
Preparer
Sean K Heitmann
Phone
6417524271
Supplemental Narrative

Additional Explanations

See Explanation Below.

“Attachment to form 990 - page 1, line 22 this trust return has a corpus balance (current restricted fund) of $1,075,391. The prior year net income (2023-2024) for 2023 is $171,393 which was distributed after the close of the 2023 (september 30, 2024) fiscal year and during the 2024 fiscal year. The capital reserve is $51,000. The adjusted corpus balance to be maintained is $1,075,391. Plus a paid in capital surplus reserve of $51,000 balance per line 20, form 990 1,297,783. Distribution of 9/30/24 fiscal year income made after fye 9/30/2024 per line 32 of $171,393 and the reserve of $51,000 per line 31 col.a, part x balance sheet $171,393. Accumulated capital surplus retained 9/30/23 51,000. Adjusted corpus balance to be maintained 1,075,391. Amount added to capital surplus line 32 col b, part x balance sheet 51,000. Distribution for 9/30/24 fiscal year income to be made after fiscal year end 174,298. Total fund balance at 9/30/24 per line 32 1,300,690. The total fund balance as of 9/30/24 is $1,300,690. And exceeds the corpus trust balance of $1,075,391 by a $51,000 capital gain which is held as a capital surplus and the distribution for fiscal ended 9/30/24 to be made after year end is $174,298. (1,300,690 - 51,000 -174,298) = 1,075,391.”

Raw XML Appendix316 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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IRS990ScheduleI/RecipientTable/USAddress/CityNm0MARSHALLTOWN
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0IA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd050158
IRS990/ScheduleJRequiredInd00
IRS990/ScheduleORequiredInd01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION'S FORM 990 IS REVIEWED BY THE TRUSTEES PRIOR TO FILING.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION'S GOVERNING DOCUMENTS, FORM 1023 AND FORM 990'S ARE REVIEWED BY THE TRUSTEES AND ARE AVAILABLE FOR PULIC INSPECTION UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ATTACHMENT TO FORM 990 - PAGE 1, LINE 22 THIS TRUST RETURN HAS A CORPUS BALANCE (CURRENT RESTRICTED FUND) OF $1,075,391. THE PRIOR YEAR NET INCOME (2023-2024) FOR 2023 IS $171,393 WHICH WAS DISTRIBUTED AFTER THE CLOSE OF THE 2023 (SEPTEMBER 30, 2024) FISCAL YEAR AND DURING THE 2024 FISCAL YEAR. THE CAPITAL RESERVE IS $51,000. THE ADJUSTED CORPUS BALANCE TO BE MAINTAINED IS $1,075,391. PLUS A PAID IN CAPITAL SURPLUS RESERVE OF $51,000 BALANCE PER LINE 20, FORM 990 1,297,783. DISTRIBUTION OF 9/30/24 FISCAL YEAR INCOME MADE AFTER FYE 9/30/2024 PER LINE 32 OF $171,393 AND THE RESERVE OF $51,000 PER LINE 31 COL.A, PART X BALANCE SHEET $171,393. ACCUMULATED CAPITAL SURPLUS RETAINED 9/30/23 51,000. ADJUSTED CORPUS BALANCE TO BE MAINTAINED 1,075,391. AMOUNT ADDED TO CAPITAL SURPLUS LINE 32 COL B, PART X BALANCE SHEET 51,000. DISTRIBUTION FOR 9/30/24 FISCAL YEAR INCOME TO BE MADE AFTER FISCAL YEAR END 174,298. TOTAL FUND BALANCE AT 9/30/24 PER LINE 32 1,300,690. THE TOTAL FUND BALANCE AS OF 9/30/24 IS $1,300,690. AND EXCEEDS THE CORPUS TRUST BALANCE OF $1,075,391 BY A $51,000 CAPITAL GAIN WHICH IS HELD AS A CAPITAL SURPLUS AND THE DISTRIBUTION FOR FISCAL ENDED 9/30/24 TO BE MADE AFTER YEAR END IS $174,298. (1,300,690 - 51,000 -174,298) = 1,075,391.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990, PART VI, SECTION B, LINE 11B
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990, PART VI, SECTION C, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2SEE EXPLANATION BELOW.
IRS990/SchoolOperatingInd00
IRS990/SignificantChangeInd00
IRS990/SignificantNewProgramSrvcInd00
IRS990/SubjectToExcsTaxNetInvstIncInd00
IRS990/SubjectToProxyTaxInd00
IRS990/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990/TaxablePartyNotificationInd00
IRS990/TaxExemptBondsInd00
IRS990/TerminateOperationsInd00
IRS990/TotalAssetsBOYAmt01297783
IRS990/TotalAssetsEOYAmt01300690
IRS990/TotalAssetsGrp/BOYAmt01297783
IRS990/TotalAssetsGrp/EOYAmt01300690
IRS990/TotalCompGreaterThan150KInd00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt09129
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0171393
IRS990/TotalFunctionalExpensesGrp/TotalAmt0180522
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01297783
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01300690
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0171393
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0183429
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0183429
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01297783
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01300690
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd00
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt0205 WEST MAIN ST
IRS990/USAddress/CityNm0MARSHALLTOWN
IRS990/USAddress/StateAbbreviationCd0IA
IRS990/USAddress/ZIPCd050158
IRS990/VotingMembersGoverningBodyCnt00
IRS990/VotingMembersIndependentCnt00
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd00
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0NORM BACH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06417522525
ReturnHeader/BusinessOfficerGrp/SignatureDt02026-01-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FRANCES M & E LESTER WILLIAMS
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0FRAN
ReturnHeader/Filer/EIN0421235943
ReturnHeader/Filer/PhoneNum06417524271
ReturnHeader/Filer/USAddress/AddressLine1Txt026 S 1ST AVE 302
ReturnHeader/Filer/USAddress/CityNm0MARSHALLTOWN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd050158
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0421159914
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MOORE MCKIBBEN GOODMAN ET AL LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt026 SOUTH FIRST AVENUE STE 302
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MARSHALLTOWN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd050158
ReturnHeader/PreparerPersonGrp/PhoneNum06417524271
ReturnHeader/PreparerPersonGrp/PreparationDt02026-01-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SEAN K HEITMANN
ReturnHeader/ReturnTs02026-01-31T13:03:25-06:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-10-01
ReturnHeader/TaxPeriodEndDt02025-09-30
ReturnHeader/TaxYr02024

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