Civic Intelligence

Laverty Foundation

990PF • Fiscal year 2012 • EIN 42-1425617

Jan 01, 2012 to Dec 31, 2012 • Filed on May 14, 2013

Wells Fargo Bank 666 Walnut StN8200-03050309
Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$28,577

Flat from 2012

Net Assets

$28,577

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2012

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

Flat

$3,546

Flat from 2012

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$1.5M$1.0M$500K$0Assets 2010: $32,395Liabilities 2010: $0Net Assets 2010: $32,3952010Assets 2011: $30,769Liabilities 2011: $0Net Assets 2011: $30,7692011Assets 2012: $28,577Liabilities 2012: $0Net Assets 2012: $28,5772012Assets 2012: $28,577Liabilities 2012: $12012Assets 2013: $1,251,402Liabilities 2013: $0Net Assets 2013: $1,251,4022013Assets 2014: $1,435,016Liabilities 2014: $0Net Assets 2014: $1,435,0162014Assets 2015: $1,378,285Liabilities 2015: $0Net Assets 2015: $1,378,2852015Assets 2019: $1,280,186Liabilities 2019: $02019Assets 2020: $1,284,523Liabilities 2020: $0Net Assets 2020: $1,284,5232020Assets 2021: $1,337,185Liabilities 2021: $0Net Assets 2021: $1,337,1852021Assets 2022: $1,202,606Liabilities 2022: $0Net Assets 2022: $1,202,6062022Assets 2023: $1,134,410Liabilities 2023: $0Net Assets 2023: $1,134,4102023Assets 2024: $1,088,208Liabilities 2024: $0Net Assets 2024: $1,088,2082024

Highlighted filing

2012

Assets$28,577
Liabilities$0
Net Assets$28,577

Operations Trend

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

$1.5M$1.0M$500K$0-$500KExpenses 2010: $1,0722010Expenses 2011: $2,9272011Expenses 2012: $3,5462012Revenue 2012: $1,354Expenses 2012: $3,546Net Income 2012: -$2,1922012Revenue 2013: $1,267,583Expenses 2013: $26,706Net Income 2013: $1,240,8772013Revenue 2014: $57,524Expenses 2014: $82,177Net Income 2014: -$24,6532014Revenue 2015: $46,599Expenses 2015: $103,330Net Income 2015: -$56,7312015Revenue 2019: $66,691Expenses 2019: $96,497Net Income 2019: -$29,8062019Revenue 2020: $104,477Expenses 2020: $100,140Net Income 2020: $4,3372020Revenue 2021: $146,678Expenses 2021: $94,016Net Income 2021: $52,6622021Revenue 2022: -$29,815Expenses 2022: $104,764Net Income 2022: -$134,5792022Revenue 2023: $21,402Expenses 2023: $89,598Net Income 2023: -$68,1962023Revenue 2024: $42,285Expenses 2024: $88,487Net Income 2024: -$46,2022024

Highlighted filing

2012

Revenue-
Expenses$3,546
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
May 14, 2013
Return Version
2012v2.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
STEVEN E ZUMBACHDirector & President-$0--
MARK F SCHLENKERDirector & VP, Sec, & Trea-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantFIRST UNITED MEHODIST CHRUCHFUNDS FOR CHURCH IMPROVEMENTSN/AINDIANOLA, IA, US$1,145
Filing and Contact Details

Filer

EIN
42-1425617
Raw XML Appendix362 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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AccountingFeesSchedule/AccountingFees/NetInvestmentIncome00
InvestmentsOtherSchedule2/InvestmentsOther/BookValue023800
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem0MUTUAL FUNDS
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV026926
InvestmentsOtherSchedule2/InvestmentsOther/ListedAtCostOrFMV0AT COST
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionAmount01085
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/ExclusionCode014
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IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/RelatedOrExemptFunctionIncome0266
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IRS990PF/BalanceSheets/AccountsReceivableBOY075
IRS990PF/BalanceSheets/InvestmentsOtherBOY028800
IRS990PF/BalanceSheets/InvestmentsOtherEOY023800
IRS990PF/BalanceSheets/InvestmentsOtherEOYFMV026926
IRS990PF/BalanceSheets/OrgThatFollowSFAS1170X
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IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOY04777
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOYFMV04777
IRS990PF/BalanceSheets/TotalAssetsBOY030769
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IRS990PF/BalanceSheets/TotalAssetsEOYFMV031703
IRS990PF/BalanceSheets/TotalLiabilitiesBOY00
IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
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IRS990PF/BalanceSheets/TotalNetAssetsBOY030769
IRS990PF/BalanceSheets/TotalNetAssetsEOY028577
IRS990PF/BalanceSheets/UnrestrictedBOY030769
IRS990PF/BalanceSheets/UnrestrictedEOY028577
IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome0269
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired02008-04-15
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired12008-04-21
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired22009-08-31
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired32008-05-12
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired42008-04-28
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold02012-12-07
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold12012-12-07
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold22012-12-07
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold32012-12-07
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold42012-12-07
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset0WF - VANGUARD GNMA FUND (VFIJX)
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1WF - VANGUARD GNMA FUND (VFIJX)
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2WF - VANGUARD GNMA FUND (VFIJX)
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset3WF - VANGUARD GNMA FUND (VFIJX)
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset4WF - VANGUARD GNMA FUND (VFIJX)
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset5CAPITAL GAINS DIVIDENDS
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IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets00
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE0NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition00.25
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition10.25
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation00
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances10
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0STEVEN E ZUMBACH
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1MARK F SCHLENKER
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title0DIRECTOR & PRESIDENT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title1DIRECTOR & VP, SEC, & TREA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine10666 WALNUT STREET
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine11115 S HOWARD ST
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IRS990PF/RlnOfActyToAccomOfExemptPrps/RlnOfActyToAccomOfExemptPrps/RelationshipStatement0TO MAKE CHARITABLE CONTRIBUTIONS
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IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract00
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets01
IRS990PF/StatementsRegardingActivities/BooksInCareOfPersonName0DEAN E ROTH
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber05152453241
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine10WELLS FARGO INVESTMENT MGMT TRUST
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0DES MOINES
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0IA
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode050309
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IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities00
IRS990PF/StatementsRegardingActivities/MoreThan100Spent00
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors00
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IRS990PF/StatementsRegardingActivities/StatesFiledWith0IA
IRS990PF/StatementsRegardingActivities/TerminationEtc00
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver100000
IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/BusinessHoldings00
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals00
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations00
IRS990PF/StatementsRegardingActy4720/InfluenceElection00
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation00
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments00
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose00
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical00
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract00
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn00
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract00
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson00
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments00
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs00
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears00
IRS990PF/SummaryOfDirectCharitableActy/Description10CHARITABLE CONTRIBUTIONS TO SELECTED ORGANIZATIONS
IRS990PF/SummaryOfDirectCharitableActy/Expenses101145
IRS990PF/SumOfProgramRelatedInvestments/Total00
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount01145
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0FUNDS FOR CHURCH IMPROVEMENTS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10FIRST UNITED MEHODIST CHRUCH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10115 SOUTH HOWARD PO BOX 357
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0INDIANOLA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0IA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode050125
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriApprovedFuture00
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear01145
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO00
LegalFeesSchedule/LegalFees/AdjustedNetIncome00
LegalFeesSchedule/LegalFees/Amount01320
LegalFeesSchedule/LegalFees/Category0LEGAL FEES
LegalFeesSchedule/LegalFees/DisbursementsCharitablePrps00
LegalFeesSchedule/LegalFees/NetInvestmentIncome00
OtherProfessionalFeesSchedule/OtherProfessionalFees/AdjustedNetIncome00
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount0418
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category0TRUSTEE FEES
OtherProfessionalFeesSchedule/OtherProfessionalFees/DisbursementsCharitablePrps00
OtherProfessionalFeesSchedule/OtherProfessionalFees/NetInvestmentIncome00
TaxesSchedule/Taxes/AdjustedNetIncome00
TaxesSchedule/Taxes/Amount013
TaxesSchedule/Taxes/Category0PRIOR YEAR TAX DUE
TaxesSchedule/Taxes/DisbursementsCharitablePrps00
TaxesSchedule/Taxes/NetInvestmentIncome00
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/Filer/EIN0421425617
ReturnHeader/Filer/Name/BusinessNameLine10LAVERTY FOUNDATION
ReturnHeader/Filer/NameControl0LAVE
ReturnHeader/Filer/Phone05152453241
ReturnHeader/Filer/USAddress/AddressLine10WELLS FARGO BANK 666 WALNUT ST
ReturnHeader/Filer/USAddress/AddressLine20N8200-030
ReturnHeader/Filer/USAddress/City0DES MOINES
ReturnHeader/Filer/USAddress/State0IA
ReturnHeader/Filer/USAddress/ZIPCode050309
ReturnHeader/Officer/AuthorizeThirdParty01
ReturnHeader/Officer/DateSigned02013-05-14
ReturnHeader/Officer/Name0DEAN E ROTH
ReturnHeader/Officer/Phone05152453241
ReturnHeader/Officer/Title0TRUST OFFICER
ReturnHeader/PreparerFirm/EIN0421229486
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10BROOKS LODDEN PC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine101441 29TH STREET STE 305
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0WEST DES MOINES
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0IA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode0502661357
ReturnHeader/Preparer/Name0BRENT L ALEXANDER
ReturnHeader/Preparer/Phone05152237300
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-05-14T14:23:29-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.09$0.00$1.09$0.04$0.09$0.05
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.13$0.00$1.13$0.02$0.09$0.07
2022Detailed filing. Detailed filing data is available for this year.$1.20$0.00$1.20$0.03$0.10$0.13
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.34$0.00$1.34$0.15$0.09$0.05
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.28$0.00$1.28$0.10$0.10$0.00
2019Summary only. Only limited summary data is available for this year.$1.28$0.00$0.07$0.10$0.03
2015Detailed filing. Detailed filing data is available for this year.$1.38$0.00$1.38$0.05$0.10$0.06
2014XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.44$0.00$1.44$0.06$0.08$0.02
2013Detailed filing. Detailed filing data is available for this year.$1.25$0.00$1.25$1.27$0.03$1.24
2012Detailed filing. Detailed filing data is available for this year.$0.03$0.00$0.03$0.00
2012Summary only. Only limited summary data is available for this year.$0.03$0.00$0.00$0.00$0.00
2011Detailed filing. Detailed filing data is available for this year.$0.03$0.00$0.03$0.00
2010Detailed filing. Detailed filing data is available for this year.$0.03$0.00$0.03$0.00