Civic Intelligence

Frances M & E Lester Williams Charitable Trust

990 • Fiscal year 2017 • EIN 42-1235943

Oct 01, 2016 to Sep 30, 2017 • Filed on Oct 11, 2017

Organization ProfileN/A
26 S 1st Ave No 302Marshalltown, IA 50158

(641) 752-4271

Siviq Scores

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

Liabilities / Assets

14th percentile

0.00x

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

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Liabilities / Revenue

14th percentile

0.00x

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

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Net Margin

41st percentile

0.5%

Higher net margin than 41% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2017

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2017

Asset Growth

39th percentile

0.0%

Faster asset growth than 39% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Revenue Growth

38th percentile

0.1%

Faster revenue growth than 38% of similar nonprofits.

2017 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets14th percentile

Assets

Up

$1,253,290

Up $571 (+0.0%) from 2016

Net Assets

Up

$1,253,290

Up $571 (+0.0%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin41st percentile

Revenue

Up

$120,131

Up $155 (+0.1%) from 2016

Expenses

Up

$119,560

Up $2,640 (+2.3%) from 2016

Net Income

Down

$571

Down $2,485 (-81%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth39th percentile

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

$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

2017

Assets$1,253,290
Liabilities$0
Net Assets$1,253,290
Open 2017 Filing

Operations Trend

Revenue Growth38th percentile

Revenue, expenses, and net income across loaded years, with this 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

2017

Revenue$120,131
Expenses$119,560
Net Income$571
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2016 to Sep 30, 2017
Signed
Oct 11, 2017
Return Version
2016v3.0
Gross Receipts
$130,851
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
Savings and Temporary Cash Investments$50,072$128,551▲ $78,479
Rtn Earn Endowment Incm Other Fnds$111,328$111,899▲ $571
Pd in Cap Srpls Land Bldg Eqp Fund$66,000$66,000→ $0
Total Assets$1,252,719$1,253,290▲ $571
Other Assets Total$674,251$596,343▼ $77,908
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$1,252,719$1,253,290▲ $571
Total Liabilities and Net Assets / Fund Balance$1,252,719$1,253,290▲ $571

Asset Categories

AssetBook ValueDepreciationBasis
Land$528,396--
Other Assets Org$596,343--
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
James L GoodmanTrustee
Larry E MckibbenTrustee
Norm BachTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$36,639
Other Revenue
$83,492
Change in Net Assets
$571
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$111,327
Other Expenses$8,233
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$111,327--$111,327
Fees for Services Management-$5,088-$5,088
Fees for Services Legal-$3,145-$3,145
Total Functional Expenses$111,327$8,233$0$119,560
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
United Way of Marshall CountyMarshalltown, IA-Assist in Meeting Missions Goal of United Way Campaign.$111,327
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 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 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 NO 302, MARSHALLTOWN, IA 50158

Signing Officer

Name
Norm Bach
Title
Trustee
Phone
6417522525
Signed
2017-10-11
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
James L Goodman
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 (2015-2016) for 2016 is $111,328 which was distributed after the close of the 2015 (september 30, 2016) fiscal year and during the 2016 fiscal year. The adjusted corpus balance to be maintained is $1,075,391. Plus a paid in capital surplus reserve of $66,000. Balance per line 20, form 990 1,252,719. Distribution of 9/30/16 fiscal year income made after fye 9/30/2016 per line 22 of $1,252,719 and the reserve of $66,000 per line 31 col.a, part x balance sheet $111,328. Accumulated capital surplus retained 9/30/16 66,000. Adjusted corpus balance to be maintained 1,075,391. Amount added to capital surplus line 32 col b, part x balance sheet 66,000. Distribution for 9/30/16 fiscal year income to be made after fiscal year end 111,899. Total fund balance at 9/30/17 per line 22 1,253,290. The total fund balance as of 9/30/17 is $1,253,290. And exceeds the corpus trust balance of $1,075,392 by a $66,000 capital gain which is held as a capital surplus. The distribution for fiscal ended 9/30/17 to be made after year end is $111,898.”

Raw XML Appendix311 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/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0GREATER UNITED WAY OF MARSHALLTOWN IOWA 709 S CENTER MARSHALLTOWN IA
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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 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 (2015-2016) FOR 2016 IS $111,328 WHICH WAS DISTRIBUTED AFTER THE CLOSE OF THE 2015 (SEPTEMBER 30, 2016) FISCAL YEAR AND DURING THE 2016 FISCAL YEAR. THE ADJUSTED CORPUS BALANCE TO BE MAINTAINED IS $1,075,391. PLUS A PAID IN CAPITAL SURPLUS RESERVE OF $66,000. BALANCE PER LINE 20, FORM 990 1,252,719. DISTRIBUTION OF 9/30/16 FISCAL YEAR INCOME MADE AFTER FYE 9/30/2016 PER LINE 22 OF $1,252,719 AND THE RESERVE OF $66,000 PER LINE 31 COL.A, PART X BALANCE SHEET $111,328. ACCUMULATED CAPITAL SURPLUS RETAINED 9/30/16 66,000. ADJUSTED CORPUS BALANCE TO BE MAINTAINED 1,075,391. AMOUNT ADDED TO CAPITAL SURPLUS LINE 32 COL B, PART X BALANCE SHEET 66,000. DISTRIBUTION FOR 9/30/16 FISCAL YEAR INCOME TO BE MADE AFTER FISCAL YEAR END 111,899. TOTAL FUND BALANCE AT 9/30/17 PER LINE 22 1,253,290. THE TOTAL FUND BALANCE AS OF 9/30/17 IS $1,253,290. AND EXCEEDS THE CORPUS TRUST BALANCE OF $1,075,392 BY A $66,000 CAPITAL GAIN WHICH IS HELD AS A CAPITAL SURPLUS. THE DISTRIBUTION FOR FISCAL ENDED 9/30/17 TO BE MADE AFTER YEAR END IS $111,898.
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.
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IRS990/TotalLiabilitiesBOYAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt01252719
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt01253290
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0111327
IRS990/TotalReportableCompFromOrgAmt00
IRS990/TotalRevenueGrp/ExclusionAmt0120131
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0120131
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt01252719
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt01253290
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/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0NORM BACH
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06417522525
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-10-11
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 NO 302
ReturnHeader/Filer/USAddress/CityNm0MARSHALLTOWN
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd050158
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId042B609F0037023A893035A9F1AFB19B277DD3C6C
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId042B609F0037023A893035A9F1AFB19B277DD3C6C
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0216.248.121.177
ReturnHeader/FilingSecurityInformation/IPDt02017-10-11
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm014:17:57
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/PreparationDt02017-10-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAMES L GOODMAN
ReturnHeader/ReturnTs02017-10-18T14:04:13-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02016-10-01
ReturnHeader/TaxPeriodEndDt02017-09-30
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,253,290
Liabilities
$0
Net assets
$1,253,290
Revenue
$120,131
Expenses
$119,560
Net income
$571
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