Civic Intelligence

Vollertsen Jack R Annuity Trust

EIN 42-1284566 • 501(c)3 • Milwaukee, WI

Profile

Support of the university of iowa, iowa city, ia for the jack r. Vollertsen scholarship program.

PO Box 0634Milwaukee, WI 53201-0634

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 2024

Liabilities / Revenue

19th percentile

0.00x

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

501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

46th percentile

2.8%

Higher net margin than 46% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

Score unavailable

No value available

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

Asset Growth

38th percentile

0.1%

Faster asset growth than 38% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

82nd percentile

42%

Faster revenue growth than 82% of similar nonprofits.

501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets18th percentile

Assets

Up

$2,952,407

Up $3,317 (+0.1%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$2,952,407

Up $3,317 (+0.1%) from 2023

Operations
Liabilities / Revenue19th percentileNet Margin46th percentile

Revenue

Up

$167,932

Up $49,869 (+42%) from 2023

Expenses

Up

$163,293

Up $90,343 (+124%) from 2023

Net Income

Down

$4,639

Down $40,474 (-90%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth38th percentile

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

$3.0M$2.0M$1.0M$0Assets 2011: $2,231,614Liabilities 2011: $0Net Assets 2011: $2,231,6142011Assets 2012: $2,215,286Liabilities 2012: $0Net Assets 2012: $2,215,2862012Assets 2013: $2,226,955Liabilities 2013: $0Net Assets 2013: $2,226,9552013Assets 2014: $2,230,963Liabilities 2014: $0Net Assets 2014: $2,230,9632014Assets 2015: $2,897,637Liabilities 2015: $0Net Assets 2015: $2,897,6372015Assets 2016: $2,864,096Liabilities 2016: $0Net Assets 2016: $2,864,0962016Assets 2017: $2,844,718Liabilities 2017: $0Net Assets 2017: $2,844,7182017Assets 2018: $2,845,294Liabilities 2018: $0Net Assets 2018: $2,845,2942018Assets 2019: $2,832,289Liabilities 2019: $0Net Assets 2019: $2,832,2892019Assets 2020: $2,835,993Liabilities 2020: $0Net Assets 2020: $2,835,9932020Assets 2021: $2,896,649Liabilities 2021: $0Net Assets 2021: $2,896,6492021Assets 2022: $2,904,435Liabilities 2022: $0Net Assets 2022: $2,904,4352022Assets 2023: $2,949,090Liabilities 2023: $0Net Assets 2023: $2,949,0902023Assets 2024: $2,952,407Liabilities 2024: $0Net Assets 2024: $2,952,4072024

Highlighted filing

2024

Assets$2,952,407
Liabilities$0
Net Assets$2,952,407
Open 2024 Filing

Operations Trend

Revenue Growth82nd percentile

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

$800K$600K$400K$200K$0-$200KRevenue 2011: $72,031Expenses 2011: $72,497Net Income 2011: -$4662011Revenue 2012: $61,840Expenses 2012: $78,168Net Income 2012: -$16,3282012Revenue 2013: $88,423Expenses 2013: $76,754Net Income 2013: $11,6692013Revenue 2014: $91,090Expenses 2014: $87,082Net Income 2014: $4,0082014Revenue 2015: $752,584Expenses 2015: $85,910Net Income 2015: $666,6742015Revenue 2016: $56,782Expenses 2016: $90,323Net Income 2016: -$33,5412016Revenue 2017: $77,973Expenses 2017: $96,309Net Income 2017: -$18,3362017Revenue 2018: $108,069Expenses 2018: $107,152Net Income 2018: $9172018Revenue 2019: $103,646Expenses 2019: $115,972Net Income 2019: -$12,3262019Revenue 2020: $103,966Expenses 2020: $99,530Net Income 2020: $4,4362020Revenue 2021: $190,204Expenses 2021: $127,730Net Income 2021: $62,4742021Revenue 2022: $130,251Expenses 2022: $121,700Net Income 2022: $8,5512022Revenue 2023: $118,063Expenses 2023: $72,950Net Income 2023: $45,1132023Revenue 2024: $167,932Expenses 2024: $163,293Net Income 2024: $4,6392024

Highlighted filing

2024

Revenue$167,932
Expenses$163,293
Net Income$4,639
Open 2024 Filing

Filings

Most recent year

2024 • Form 990Facts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
$2,952,407
Liabilities
$0
Net assets
$2,952,407
Revenue
$167,932
Expenses
$163,293
Net income
$4,639
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.$2.95$0.00$2.95$0.17$0.16$0.00
2023Detailed filing. Detailed filing data is available for this year.$2.95$0.00$2.95$0.12$0.07$0.05
2022Detailed filing. Detailed filing data is available for this year.$2.90$0.00$2.90$0.13$0.12$0.01
2021Detailed filing. Detailed filing data is available for this year.$2.90$0.00$2.90$0.19$0.13$0.06
2020Detailed filing. Detailed filing data is available for this year.$2.84$0.00$2.84$0.10$0.10$0.00
2019Detailed filing. Detailed filing data is available for this year.$2.83$0.00$2.83$0.10$0.12$0.01
2018Summary only. Only limited summary data is available for this year.$2.85$0.00$2.85$0.11$0.11$0.00
2017Summary only. Only limited summary data is available for this year.$2.84$0.00$2.84$0.08$0.10$0.02
2016Summary only. Only limited summary data is available for this year.$2.86$0.00$2.86$0.06$0.09$0.03
2015Summary only. Only limited summary data is available for this year.$2.90$0.00$2.90$0.75$0.09$0.67
2014Summary only. Only limited summary data is available for this year.$2.23$0.00$2.23$0.09$0.09$0.00
2013Summary only. Only limited summary data is available for this year.$2.23$0.00$2.23$0.09$0.08$0.01
2012Summary only. Only limited summary data is available for this year.$2.22$0.00$2.22$0.06$0.08$0.02
2011Summary only. Only limited summary data is available for this year.$2.23$0.00$2.23$0.07$0.07$0.00
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 29, 2025
Return Version
2024v5.1
Gross Receipts
$313,779
Mission and Program Overview

Mission

Support of the university of iowa, iowa city, ia for the jack r. Vollertsen scholarship program.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$2,948,390$2,952,406▲ $4,016
Investments in Publicly Traded Securities$2,768,234$2,781,073▲ $12,839
Savings and Temporary Cash Investments$180,157$170,652▼ $9,505
Rtn Earn Endowment Incm Other Fnds$700$1▼ $699
Total Assets$2,949,090$2,952,407▲ $3,317
Other Assets Total$699$682▼ $17
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,949,090$2,952,407▲ $3,317
Total Liabilities and Net Assets / Fund Balance$2,949,090$2,952,407▲ $3,317
Compensation and Service Providers
Top Officer PayScore unavailable

Board Members and Trustees

NameTitle
Janice ElligChair
Diane K BrownleePresident
Kathy DoreVice Chair
-Vice President & Assistant Secretary
Sherri P FurmanTrustee
Lynette L MarshallCFO & Treasurer
Tiffani K ShawSecretary
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$164,422
Other Revenue
$3,510
Change in Net Assets
$4,639
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$115,642
Other Expenses$47,651
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$115,642--$115,642
Fees for Service Investment Mgmnt Fees-$43,930-$43,930
Other Expenses-$2,971-$2,971
Fees for Services Accounting-$750-$750
Total Functional Expenses$115,642$47,651$0$163,293
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
State University of Iowa FoundationIowa City, IA501(c)(3)To Support the Jack R. Vollertsen Scholarship Program Which Gives Scholarships to Students Enrolled in the College of Law at the University of Iowa.$115,642
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
Backup withholding compliance
Yes
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

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8A

“No formal meetings are held or documented”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8B

“No formal meetings are held or documented.”

Form 990, Page 6, Part VI, Line 11-description of Process for Review

“The 990 was forwarded to the trustee for review, signature and filing. A copy of the return was provided for the trustee's records.”

Explanation for Form 990, Page 6, Part VI, Line 9

“The trustee and the individual directors can all be reached at the university of iowa center for advancement, p.o. Box 4550, iowa city, ia 52244-4550”

Form 990, Page 6, Part VI, Line 18

“UPON WRITTEN REQUEST”

Form 990, Page 6, Part VI, Line 19

“UPON WRITTEN REQUEST”

Filing and Contact Details

Filer

Filer Name
Vollertsen Jack R Annuity Trust
EIN
42-1284566
Phone
3193569043
Address
PO BOX 0634, MILWAUKEE, WI 53201-0634

Signing Officer

Name
University of Iowa Foundation
Title
Trustee
Phone
3193569043
Signed
2025-04-29
Discuss with paid preparer
Yes

Organization Details

Formed
1982
Legal Domicile
Ia
Voting Board Members
0
Independent Board Members
0
Employees
0

Preparer

Firm
Pwc US Tax Llp
Address
301 GRANT STREET 45TH FLOOR, PITTSBURGH, PA 15219
Preparer
Allison J Valenty
Phone
4123556000
Supplemental Narrative

Additional Explanations

Explanation for Form 990, Part XI, Line 9

“Tax lot adj ($101); roc on cy sales ($150); py roc ($1,071)”

Raw XML Appendix382 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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IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
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IRS990/Form990PartVIISectionAGrp/PersonNm1KATHY DORE
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IRS990/Form990PartVIISectionAGrp/PersonNm3LYNETTE L MARSHALL
IRS990/Form990PartVIISectionAGrp/PersonNm4DIANE K BROWNLEE
IRS990/Form990PartVIISectionAGrp/PersonNm5TIFFANI K SHAW
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
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IRS990/Form990PartVIISectionAGrp/TitleTxt1VICE CHAIR
IRS990/Form990PartVIISectionAGrp/TitleTxt2TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt3CFO & TREASURER
IRS990/Form990PartVIISectionAGrp/TitleTxt4PRESIDENT
IRS990/Form990PartVIISectionAGrp/TitleTxt5SECRETARY
IRS990/Form990PartVIISectionAGrp/TitleTxt6VICE PRESIDENT & ASSISTANT SECRETARY
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/FormationYr01982
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IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt055443
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt00
IRS990/GrantAmt0115642
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IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0201290
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IRS990/GroupReturnForAffiliatesInd0false
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IRS990/IndependentVotingMemberCnt00
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IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE JACK R VOLLERTSEN ANNUITY TRUST MAINTAINS A CLOSE AND CONTINUOUS WORKING RELATIONSHIP WITH THE UNIVERSITY OF IOWA BY HOLDING FUNDS FOR EXEMPT EDUCATIONAL PURPOSE OF THE UNIVERSITY FOR THE DONOR'S EXPRESSL Y DESIGNATED AREAS OF SUPPORT, OF WHICH THE UNIVERSITY ADMINISTERS AND DISTRIBUTES THE FUNDS FOR THE DESIGNATED PURPOSE
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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt2THE JACK R VOLLERTSEN ANNUITY TRUST PROVIDES FUNDING FOR SPECIFIC PROG RAMS BENEFITING A DIVISION OF THE UNIVERSITY WHICH, BUT FOR THE TRUST, COULD BE AND WOULD BE PROVIDED BY THE UNIVERSITY HAD THE FUNDS BEEN L EFT DIRECTLY TO THE UNIVERSITY AS OPPOSED TO THE TRUST.
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IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0THE SCHOLARSHIP AND LOAN COMMITTEE OF THE COLLEGE OF LAW AT THE UNIVERSITY OF IOWA MAINTAINS AND CONDUCTS THE JACK R VOLLERTSEN SCHOLARSHIP PROGRAM. SCHOLARSHIPS ARE AWARDED ONLY TO PERSONS BORN AND EDUCATED IN IOWA SCHOOLS WITH PREFERENCE AND PRIORITY TO PERSONS FROM THE GEOGRAPHICAL AREA IN THE SEVENTH JUDICAL DISTRICT OF THE STATE OF IOWA.
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0NO FORMAL MEETINGS ARE HELD OR DOCUMENTED
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1NO FORMAL MEETINGS ARE HELD OR DOCUMENTED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE 990 WAS FORWARDED TO THE TRUSTEE FOR REVIEW, SIGNATURE AND FILING. A COPY OF THE RETURN WAS PROVIDED FOR THE TRUSTEE'S RECORDS.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3THE TRUSTEE AND THE INDIVIDUAL DIRECTORS CAN ALL BE REACHED AT THE UNIVERSITY OF IOWA CENTER FOR ADVANCEMENT, P.O. BOX 4550, IOWA CITY, IA 52244-4550
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4UPON WRITTEN REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5UPON WRITTEN REQUEST
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6TAX LOT ADJ ($101); ROC ON CY SALES ($150); PY ROC ($1,071)
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 9
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 18
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6EXPLANATION FOR FORM 990, PART XI, LINE 9
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ReturnHeader/BusinessOfficerGrp/SignatureDt02025-04-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0VOLLERTSEN JACK R ANNUITY TRUST
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ReturnHeader/PreparerPersonGrp/PreparationDt02025-04-29
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ReturnHeader/ReturnTs02025-10-17T10:01:25-05:00
ReturnHeader/ReturnTypeCd0990
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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