Civic Intelligence

Stratford Foundation Tr

990PF • Fiscal year 2019 • EIN 42-1445433

Jan 01, 2019 to Dec 31, 2019 • Filed on Mar 05, 2020

PO Box 1708Mason City, IA 50401

(641) 422-1600

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Liabilities / Revenue

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Net Margin

77th percentile

21%

Higher net margin than 77% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

Top Officer Pay

77th percentile

$300

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 0.6% of source-year revenue.

2019 filings • <$500k nonprofits • Source year 2019

Asset Growth

58th percentile

4.7%

Faster asset growth than 58% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

93rd percentile

110%

Faster revenue growth than 93% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Assets

Up

$236,757

Up $10,525 (+4.7%) from 2018

Net Assets

Up

$236,757

Up $10,525 (+4.7%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue

Up

$49,686

Up $26,058 (+110%) from 2018

Expenses

Up

$39,203

Up $3,725 (+10%) from 2018

Net Income

Up

$10,483

Up $22,333 (+188%) from 2018

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2011: $212,000Liabilities 2011: $0Net Assets 2011: $212,0002011Assets 2012: $203,112Liabilities 2012: $0Net Assets 2012: $203,1122012Assets 2013: $195,550Liabilities 2013: $0Net Assets 2013: $195,5502013Assets 2014: $177,973Liabilities 2014: $0Net Assets 2014: $177,9732014Assets 2015: $76,127Liabilities 2015: $0Net Assets 2015: $76,1272015Assets 2016: $223,644Liabilities 2016: $0Net Assets 2016: $223,6442016Assets 2017: $238,374Liabilities 2017: $0Net Assets 2017: $238,3742017Assets 2018: $226,232Liabilities 2018: $0Net Assets 2018: $226,2322018Assets 2019: $236,757Liabilities 2019: $0Net Assets 2019: $236,7572019Assets 2020: $239,450Liabilities 2020: $0Net Assets 2020: $239,4502020Assets 2021: $255,018Liabilities 2021: $0Net Assets 2021: $255,0182021Assets 2022: $296,618Liabilities 2022: $0Net Assets 2022: $296,6182022Assets 2023: $279,901Liabilities 2023: $0Net Assets 2023: $279,9012023Assets 2024: $287,248Liabilities 2024: $0Net Assets 2024: $287,2482024

Highlighted filing

2019

Assets$236,757
Liabilities$0
Net Assets$236,757

Operations Trend

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

$200K$150K$100K$50K$0-$50KExpenses 2011: $31,3832011Expenses 2012: $34,1372012Revenue 2013: $26,690Expenses 2013: $34,252Net Income 2013: -$7,5622013Revenue 2014: $27,074Expenses 2014: $44,651Net Income 2014: -$17,5772014Revenue 2015: $36,844Expenses 2015: $38,974Net Income 2015: -$2,1302015Revenue 2016: $180,636Expenses 2016: $33,145Net Income 2016: $147,4912016Revenue 2017: $46,887Expenses 2017: $32,157Net Income 2017: $14,7302017Revenue 2018: $23,628Expenses 2018: $35,478Net Income 2018: -$11,8502018Revenue 2019: $49,686Expenses 2019: $39,203Net Income 2019: $10,4832019Revenue 2020: $41,806Expenses 2020: $39,108Net Income 2020: $2,6982020Revenue 2021: $47,907Expenses 2021: $32,028Net Income 2021: $15,8792021Revenue 2022: $81,229Expenses 2022: $39,330Net Income 2022: $41,8992022Revenue 2023: $29,599Expenses 2023: $46,449Net Income 2023: -$16,8502023Revenue 2024: $51,283Expenses 2024: $43,911Net Income 2024: $7,3722024

Highlighted filing

2019

Revenue$49,686
Expenses$39,203
Net Income$10,483
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Mar 5, 2020
Return Version
2019v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERTA E CORNELIUSTrustee-$300-$300
JOYCE M PAVEKTrustee-$300-$300
ROBERTA M ANDERSONTrustee-$300-$300
Filing and Contact Details

Filer

Filer Name
Stratford Foundation
EIN
42-1445433
Phone
6414221600
Address
PO BOX 1708, MASON CITY, IA 50401

Signing Officer

Name
Roberta E Cornelius
Title
Trustee
Phone
6414221600
Signed
2020-03-05
Discuss with paid preparer
Yes

Preparer

Firm
Pappajohn Shriver Eide & Nielsen Pc
Address
103 E STATE ST SUITE 800 PO BOX 158, MASON CITY, IA 50402-1588
Preparer
David a Grooters
Phone
6414234264
Raw XML AppendixShowing 400 of 438 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/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0776435
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0791674
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.247156
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IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
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IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0THE GAIN WAS FROM THE SALE OF STOCK WHICH REBALANCED FOUNDATION INVESTMENTS
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IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
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IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd050401
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IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
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IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0CONTACT ROBERTA CORNELIUS USING INFORMATION IN 2(A) ABOVE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0ROBERTA E CORNELIUS
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum06414221600
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 1708
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0Mason City
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0IA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd050401
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0PREFERENCE GIVEN TO NORTH IOWA AND ACTIVITIES RELATED TO YOUTH
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0GENERALLY JULY 1 THROUGH AUGUST 31
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NA
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt11500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt211000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt33000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt42000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt55000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt65000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt72500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt82769
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SUMMERREADING PROGRAM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1SAFETY &EDUCATIONALMATERIALS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2LANDSCAPE, TRAILAND EQUIPMENTIMPROVEMENTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3SPECIAL NEEDSPROGRAMMINGASSISTANCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4TRAINING/RETENTION OFVOLUNTEERS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5EDUCATIONAL &RECREATIONALMATERIALS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt6EXPANSION OFAGRICULTURE INCLASSROOMS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt7SCHOLARSHIPSFOR STUDENTS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt8VIOLENCEPREVENTIONCURRICULUM
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt1COMMUNITY POLICING ADV BD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2CITY OF MASON CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3NIACC PERFORMING ARTSLEADERSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4NORTH IOWA CASA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt5FRANCIS LAUER YOUTH SERVICES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt6NORTH IOWA AG IN THE CLASSROOM
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt7STEBENS CHILDREN'S THEATER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt8CRISIS INTERVENTION SERVICE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt6PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt7PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt8PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0225 2ND STREET SE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt178 SOUTH GEORGIA AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2101 1ST STREET NW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3500 COLLGE DRIVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4220 NORTH WASHINGTON AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt550 NORTH EISENHOWER AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt665 STATE STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt7616 NORTH DELAWARE AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt8PO BOX 656
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0MASON CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1MASON CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2MASON CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3MASON CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4MASON CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5MASON CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm6GARNER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm7MASON CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm8MASON CITY
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3IA
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd8IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd050401
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd250401
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd450401
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd750401
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd850401
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NA
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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/AppliedToCurrentYearAmt0108
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt035045
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt034619
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt035153
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt039203
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt04050
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt035153
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt039203
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt04050
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt039203
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt035153
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt034511
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt035045
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0PAPPAJOHN LAW FIRM LEGAL
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0410
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0FCB ADMIN EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt02143
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt02143
OtherIncreasesSchedule/OtherIncreasesDetail/Amt042
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0ADJUSTMENTS PER BOOKS
TaxesSchedule/TaxesDetail/Amt047
TaxesSchedule/TaxesDetail/Amt14

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.87$0.00$2.87$0.51$0.44$0.07
2023Detailed filing. Detailed filing data is available for this year.$2.80$0.00$2.80$0.30$0.46$0.17
2022Detailed filing. Detailed filing data is available for this year.$2.97$0.00$2.97$0.81$0.39$0.42
2021Detailed filing. Detailed filing data is available for this year.$2.55$0.00$2.55$0.48$0.32$0.16
2020Detailed filing. Detailed filing data is available for this year.$2.39$0.00$2.39$0.42$0.39$0.03
2019Detailed filing. Detailed filing data is available for this year.$2.37$0.00$2.37$0.50$0.39$0.10
2018Detailed filing. Detailed filing data is available for this year.$2.26$0.00$2.26$0.24$0.35$0.12
2017Detailed filing. Detailed filing data is available for this year.$2.38$0.00$2.38$0.47$0.32$0.15
2016Detailed filing. Detailed filing data is available for this year.$2.24$0.00$2.24$1.81$0.33$1.47
2015Detailed filing. Detailed filing data is available for this year.$0.76$0.00$0.76$0.37$0.39$0.02
2014Detailed filing. Detailed filing data is available for this year.$1.78$0.00$1.78$0.27$0.45$0.18
2013Detailed filing. Detailed filing data is available for this year.$1.96$0.00$1.96$0.27$0.34$0.08
2012Detailed filing. Detailed filing data is available for this year.$2.03$0.00$2.03$0.34
2011Detailed filing. Detailed filing data is available for this year.$2.12$0.00$2.12$0.31