Civic Intelligence

The Trinity Foundation

990PF • Fiscal year 2020 • EIN 42-1355485

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 12, 2021

Organization Profile
4109 Walnut StreetWest Des Moines, IA 50265

(515) 490-8994

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

5th percentile

-282%

Higher net margin than 5% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

28th percentile

-9.2%

Faster asset growth than 28% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

77th percentile

14%

Faster revenue growth than 77% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$72,469

Down $7,311 (-9.2%) from 2019

Net Assets

$72,469

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin5th percentile

Revenue

Up

$2,593

Up $316 (+14%) from 2019

Expenses

Up

$9,904

Up $244 (+2.5%) from 2019

Net Income

Up

-$7,311

Up $72 (+1.0%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth28th percentile

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

$150K$100K$50K$0Assets 2011: $118,439Liabilities 2011: $02011Assets 2012: $116,541Liabilities 2012: $02012Assets 2013: $118,922Liabilities 2013: $02013Assets 2014: $118,128Liabilities 2014: $02014Assets 2015: $112,427Liabilities 2015: $02015Assets 2019: $79,780Liabilities 2019: $02019Assets 2020: $72,469Liabilities 2020: $0Net Assets 2020: $72,4692020Assets 2021: $65,904Liabilities 2021: $0Net Assets 2021: $65,9042021Assets 2022: $59,650Liabilities 2022: $0Net Assets 2022: $59,6502022Assets 2023: $57,521Liabilities 2023: $0Net Assets 2023: $57,5212023Assets 2024: $55,098Liabilities 2024: $0Net Assets 2024: $55,0982024

Highlighted filing

2020

Assets$72,469
Liabilities$0
Net Assets$72,469
Open 2020 Filing

Operations Trend

Revenue Growth77th percentile

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

$20K$10K$0-$10K-$20KRevenue 2011: $3,413Expenses 2011: $4,505Net Income 2011: -$1,0922011Revenue 2012: $3,158Expenses 2012: $5,056Net Income 2012: -$1,8982012Revenue 2013: $4,398Expenses 2013: $5,927Net Income 2013: -$1,5292013Revenue 2014: $5,944Expenses 2014: $6,738Net Income 2014: -$7942014Revenue 2015: $6,725Expenses 2015: $12,426Net Income 2015: -$5,7012015Revenue 2019: $2,277Expenses 2019: $9,660Net Income 2019: -$7,3832019Revenue 2020: $2,593Expenses 2020: $9,904Net Income 2020: -$7,3112020Revenue 2021: $3,296Expenses 2021: $9,861Net Income 2021: -$6,5652021Revenue 2022: $3,580Expenses 2022: $9,834Net Income 2022: -$6,2542022Revenue 2023: -$140Expenses 2023: $11,838Net Income 2023: -$11,9782023Revenue 2024: -$2,654Expenses 2024: $9,871Net Income 2024: -$12,5252024

Highlighted filing

2020

Revenue$2,593
Expenses$9,904
Net Income-$7,311
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 12, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
DON BLACKMANDirector-$0--
DAVID J BLACKMANDirector-$0--
THOMAS BLACKMANDirector-$0--
MARY ANN WALLACEDirector-$0--
Filing and Contact Details

Filer

Filer Name
The Trinity Foundation
EIN
42-1355485
Phone
5154908994
Address
4109 WALNUT STREET, WEST DES MOINES, IA 50265

Signing Officer

Name
Dave Blackman
Title
Director
Signed
2021-11-12
Discuss with paid preparer
Yes

Preparer

Firm
Boelman Shaw and Company LLC
Address
1031 Office Park Rd 4, West Des Moines, IA 50265
Preparer
David L Boelman CPA
Phone
5152251185
Raw XML Appendix322 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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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1GENERAL OPERATIONS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2GENERAL OPERATOINS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0FOOD BANK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1DMARC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2CATHOLIC CHARITIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 1517
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11435 MULBERRY STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2601 GRAND AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0DES MOINES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1DES MOINES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2DES MOINES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd050305
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd150309
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd250309
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt08000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt03609
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt03609
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt05378
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt05040
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt05154
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt06385
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt07729
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt07729
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt028179
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt06222
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt05378
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt05040
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt05154
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt06385
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt09831
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt06222
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt035908
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt029686
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0BRADSHAW LAW FIRM
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt01831
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt01831
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0RAYMOND JAMES FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt050
TaxesSchedule/TaxesDetail/Amt023
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX PAID WITH 2019 RETURN
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVE BLACKMAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Director
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0THE TRINITY FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0TRIN
ReturnHeader/Filer/EIN0421355485
ReturnHeader/Filer/PhoneNum05154908994
ReturnHeader/Filer/USAddress/AddressLine1Txt04109 WALNUT STREET
ReturnHeader/Filer/USAddress/CityNm0WEST DES MOINES
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd050265
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0371542856
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BOELMAN SHAW AND COMPANY LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01031 Office Park Rd 4
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0West Des Moines
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd050265
ReturnHeader/PreparerPersonGrp/PhoneNum05152251185
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0David L Boelman CPA
ReturnHeader/ReturnTs02021-11-16T07:04:51-08:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0DAVE
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0BLACKMAN
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$72,469
Liabilities
$0
Net assets
$72,469
Revenue
$2,593
Expenses
$9,904
Net income
-$7,311
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.55$0.00$0.55$0.03$0.10$0.13
2023Detailed filing. Detailed filing data is available for this year.$0.58$0.00$0.58$0.00$0.12$0.12
2022Detailed filing. Detailed filing data is available for this year.$0.60$0.00$0.60$0.04$0.10$0.06
2021Detailed filing. Detailed filing data is available for this year.$0.66$0.00$0.66$0.03$0.10$0.07
2020Detailed filing. Detailed filing data is available for this year.$0.72$0.00$0.72$0.03$0.10$0.07
2019Summary only. Only limited summary data is available for this year.$0.80$0.00$0.02$0.10$0.07
2015Summary only. Only limited summary data is available for this year.$1.12$0.00$0.07$0.12$0.06
2014Summary only. Only limited summary data is available for this year.$1.18$0.00$0.06$0.07$0.01
2013Summary only. Only limited summary data is available for this year.$1.19$0.00$0.04$0.06$0.02
2012Summary only. Only limited summary data is available for this year.$1.17$0.00$0.03$0.05$0.02
2011Summary only. Only limited summary data is available for this year.$1.18$0.00$0.03$0.05$0.01