Civic Intelligence

Max and Helen Guernsey Charitable Foundation

990T • Fiscal year 2021 • EIN 42-1460664

Jul 01, 2020 to Jun 30, 2021 • Filed on Dec 21, 2023

Organization Profile
3826 Cedar Heights Drive Ste 1Cedar Falls, IA 50613

(319) 226-3434

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

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.

$60M$40M$20M$0Assets 2012: $18,362,713Liabilities 2012: $39,1432012Assets 2013: $18,825,315Liabilities 2013: $105,2692013Assets 2014: $19,798,069Liabilities 2014: $63,8912014Assets 2015: $18,763,500Liabilities 2015: $29,3642015Assets 2016: $17,662,316Liabilities 2016: $105,9772016Assets 2019: $39,988,452Liabilities 2019: $306,7332019Assets 2020: $40,179,649Liabilities 2020: $10,186Net Assets 2020: $40,169,4632020Assets 2021: $48,641,315Liabilities 2021: $19,012Net Assets 2021: $48,622,3032021Assets 2022: $42,706,607Liabilities 2022: $64,280Net Assets 2022: $42,642,3272022Assets 2023: $45,526,447Liabilities 2023: $56,1472023Assets 2024: $48,163,592Liabilities 2024: $20,0932024Assets 2025: $49,906,388Liabilities 2025: $38,072Net Assets 2025: $49,868,3162025

Latest loaded filing

2025

Assets$49,906,388
Liabilities$38,072
Net Assets$49,868,316
Open 2025 Filing

Operations Trend

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

$4.0M$2.0M$0-$2.0MRevenue 2012: $642,420Expenses 2012: $1,509,164Net Income 2012: -$866,7442012Revenue 2013: $1,046,567Expenses 2013: $1,322,757Net Income 2013: -$276,1902013Revenue 2014: $1,597,099Expenses 2014: $1,531,839Net Income 2014: $65,2602014Revenue 2015: $1,075,820Expenses 2015: $1,452,324Net Income 2015: -$376,5042015Revenue 2016: $1,055,837Expenses 2016: $1,580,732Net Income 2016: -$524,8952016Revenue 2019: $2,200,123Expenses 2019: $2,000,754Net Income 2019: $199,3692019Revenue 2020: $2,207,524Expenses 2020: $2,143,424Net Income 2020: $64,1002020Revenue 2021: $3,241,723Expenses 2021: $2,179,096Net Income 2021: $1,062,6272021Revenue 2022: $3,244,248Expenses 2022: $2,675,472Net Income 2022: $568,7762022Revenue 2023: $2,292,504Expenses 2023: $2,160,002Net Income 2023: $132,5022023Revenue 2024: $1,664,539Expenses 2024: $2,891,503Net Income 2024: -$1,226,9642024Revenue 2025: $3,385,190Expenses 2025: $2,540,091Net Income 2025: $845,0992025

Latest loaded filing

2025

Revenue$3,385,190
Expenses$2,540,091
Net Income$845,099
Open 2025 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2020 to Jun 30, 2021
Signed
Dec 21, 2023
Return Version
2020v1.3
Filing and Contact Details

Filer

Filer Name
Max and Helen Guernsey
EIN
42-1460664
Phone
3192263434
Address
3826 CEDAR HEIGHTS DRIVE STE 1, CEDAR FALLS, IA 50613

Signing Officer

Name
Thomas Paulsen
Title
Treasurer
Phone
3192263434
Signed
2023-12-21
Discuss with paid preparer
Yes

Preparer

Firm
Creative Planning Tax LLC
Address
PO BOX 2100, WATERLOO, IA 50704-2100
Preparer
Heather Gunderson CPA
Phone
3192346885
Raw XML Appendix317 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
IRS3800/AdjustedExcessNetRegularTaxAmt036768
IRS3800/AdjustedNetIncomeTaxAmt0135305
IRS3800/AdjustedRegTaxBeforeCreditAmt0172073
IRS3800/AlternativeMinimumTaxAmt00
IRS3800/CurrentYearCreditAllowedAmt05271
IRS3800/CYCreditsNotAllwAgainstTMTAmt05271
IRS3800/EmpwrZoneAndComEmploymentCrAmt00
IRS3800/ExcessNetRegularTaxAmt036768
IRS3800/GenBusCrOrEligSmllBusCrGrp/GeneralBusCrFromNnpssvActyGrp/BusinessCreditsGrp/CurrentYearGeneralBusCrAmt05271
IRS3800/GenBusCrOrEligSmllBusCrGrp/GeneralBusCrFromNnpssvActyGrp/BusinessCreditsGrp/CYIncreasingResearchCrGrp/CYIncreasingResearchCrAmt05271
IRS3800/GenBusCrOrEligSmllBusCrGrp/GeneralBusCrFromNnpssvActyGrp/BusinessCreditsGrp/CYIncreasingResearchCrGrp/PassThroughEntityEIN0420958045
IRS3800/GenBusCrOrEligSmllBusCrGrp/GeneralBusCrFromNnpssvActyGrp/BusinessCreditsGrp/TotalBusinessCreditsAmt05271
IRS3800/GenBusCrOrEligSmllBusCrGrp/GeneralBusCrFromNnpssvActyGrp/GeneralBusCrFromNnpssvActyInd0X
IRS3800/GeneralBusCrFromNnPssvActyAmt05271
IRS3800/NetIncomeTaxAmt0172073
IRS3800/NetIncomeTaxLessPctExcessAmt0135305
IRS3800/NetRegularTaxAmt0172073
IRS3800/NetSmllrAndEmpwrZnEmplmnCrAmt0130034
IRS3800/RegularTaxBeforeCreditsAmt0172073
IRS3800/SmllrCYNotAllwTMTOrTotAdjAmt05271
IRS3800/SumSmllrEmpwrZnEmplmnCrAmt05271
IRS990T/AddressChangeInd0X
IRS990T/AmendedReturnInd0X
IRS990T/BooksInCareOfDetail/PersonNm0BERGANKDV LTD
IRS990T/BooksInCareOfDetail/PhoneNum03192346885
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt0100 E PARK AVENUE STE 300
IRS990T/BooksInCareOfDetail/USAddress/CityNm0WATERLOO
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IA
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd050704
IRS990T/BookValueAssetsEOYAmt048641315
IRS990T/ChangeInMethodOfAccountingInd00
IRS990T/CharitableContributionsDedAmt091044
IRS990T/CYGenBusinessCreditAllowedAmt05271
IRS990T/EstimatedTaxPaymentsAmt0152994
IRS990T/ExtsnRequestIncomeTaxPaidAmt029167
IRS990T/ForeignAccountsQuestionInd00
IRS990T/ForeignTrustQuestionInd00
IRS990T/Form990TScheduleAAttachedCnt04
IRS990T/ItmzdSupplementalInfoGrp/ExplanationTxt0UNRELATED BUSINESS TAXABLE INCOME INCREASED BY $5,270 DUE TO AN AMENDED 2020 K-1 FROM RADA MANUFACTURING COMPANY, INC (SCHEDULE A, ENTITY 3).
IRS990T/ItmzdSupplementalInfoGrp/ExplanationTxt1CHARITABLE CONTRIBUTIONS ALLOWED INCREASED BY $527 AS A RESULT OF LINE 1 INCREASING BY $5,270 (10% UBTI LIMITATION * $5,270).
IRS990T/ItmzdSupplementalInfoGrp/ExplanationTxt2TAX COMPUTED ON THE NET INCREASE IN INCOME OF $4,743 IS $996, RESULTING IN TOTAL TAX OF $172,073.
IRS990T/ItmzdSupplementalInfoGrp/ExplanationTxt3THE FOUNDATION RECEIVED AN AMENDED 2020 K-1 FROM RADA MANUFACTURING COMPANY, INC (SCHEDULE A, ENTITY 3) REPORTING A CREDIT FOR INCREASING RESEARCH ACTIVITIES OF $5,271. SEE FORM 3800.ATTACHED TO FORM 990-T ARE THE PDF DISCLOSURE STATEMENTS FILED BY RADA MANUFACTURING COMPANY, INC.
IRS990T/ItmzdSupplementalInfoGrp/ExplanationTxt4THE TOTAL OVERPAYMENT INCREASED BY THE $4,275, AS A RESULT OF THE GENERAL BUSINESS CREDIT OF $5,271 FROM THE AMENDED K-1 LESS THE $996 INCREASE IN TAX ON THE ADDITIONAL INCOME FROM THE AMENDED K-1.
IRS990T/ItmzdSupplementalInfoGrp/ExplanationTxt5THE AMOUNT 'CREDITED TO 2021 ESTIMATED TAX' DID NOT CHANGE AND STILL REFLECTS $42,770 OF OVERPAYMENT APPLIED TO THE 2021 TAX RETURN. THE INCREASE ON LINE 10 OF $4,275 IS BEING REQUESTED AS A REFUND TO THE FOUNDATION.
IRS990T/ItmzdSupplementalInfoGrp/ExplanationTxt6CHARITABLE CONTRIBUTION CARRYOVER TO 2021 IS REDUCED BY $527 OF ADDITIONAL CONTRIBUTIONS ALLOWED ON PART I, LINE 4. ORIGINAL CHARITABLE CONTRIBUTION CARRYOVER - $8,041,491.AMENDED CHARITABLE CONTRIBUTION CARRYOVER - $8,040,964
IRS990T/ItmzdSupplementalInfoGrp/LineNum01
IRS990T/ItmzdSupplementalInfoGrp/LineNum14
IRS990T/ItmzdSupplementalInfoGrp/LineNum21
IRS990T/ItmzdSupplementalInfoGrp/LineNum31C
IRS990T/ItmzdSupplementalInfoGrp/LineNum410
IRS990T/ItmzdSupplementalInfoGrp/LineNum511
IRS990T/ItmzdSupplementalInfoGrp/LineNum64
IRS990T/ItmzdSupplementalInfoGrp/PartNum0PART I
IRS990T/ItmzdSupplementalInfoGrp/PartNum1PART I
IRS990T/ItmzdSupplementalInfoGrp/PartNum2PART II
IRS990T/ItmzdSupplementalInfoGrp/PartNum3PART III
IRS990T/ItmzdSupplementalInfoGrp/PartNum4PART III
IRS990T/ItmzdSupplementalInfoGrp/PartNum5PART III
IRS990T/ItmzdSupplementalInfoGrp/PartNum6PART I
IRS990T/Organization501cCorporationInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990T/OverpaymentSection/AppliedToESTaxAmt042770
IRS990T/OverpaymentSection/OverpaymentAmt047045
IRS990T/OverpaymentSection/RefundAmt04275
IRS990T/PaidTaxLiabilityAmt00
IRS990T/PriorYearOverpaymentCreditAmt031686
IRS990TScheduleA/InvestmentIncmSect501c7917Grp/DeductionSetAsidesAmt00
IRS990TScheduleA/InvestmentIncmSect501c7917Grp/DeductionSetAsidesAmt10
IRS990TScheduleA/InvestmentIncmSect501c7917Grp/DeductionSetAsidesAmt20
IRS990TScheduleA/InvestmentIncmSect501c7917Grp/DeductionSetAsidesAmt30
IRS990TScheduleA/InvestmentIncmSect501c7917Grp/IncomeTypeDesc0N/A
IRS990TScheduleA/InvestmentIncmSect501c7917Grp/IncomeTypeDesc1N/A
IRS990TScheduleA/InvestmentIncmSect501c7917Grp/IncomeTypeDesc2N/A
IRS990TScheduleA/InvestmentIncmSect501c7917Grp/IncomeTypeDesc3N/A
IRS990TScheduleA/InvestmentIncmSect501c7917Grp/InvestmentIncomeAmt00
IRS990TScheduleA/InvestmentIncmSect501c7917Grp/InvestmentIncomeAmt10
IRS990TScheduleA/InvestmentIncmSect501c7917Grp/InvestmentIncomeAmt20
IRS990TScheduleA/InvestmentIncmSect501c7917Grp/InvestmentIncomeAmt30
IRS990TScheduleA/InvestmentIncmSect501c7917Grp/InvestmentIncomeDeductionAmt00
IRS990TScheduleA/InvestmentIncmSect501c7917Grp/InvestmentIncomeDeductionAmt10
IRS990TScheduleA/InvestmentIncmSect501c7917Grp/InvestmentIncomeDeductionAmt20
IRS990TScheduleA/InvestmentIncmSect501c7917Grp/InvestmentIncomeDeductionAmt30
IRS990TScheduleA/InvestmentIncmSect501c7917Grp/InvestmentIncomeSetAsidesAmt00
IRS990TScheduleA/InvestmentIncmSect501c7917Grp/InvestmentIncomeSetAsidesAmt10
IRS990TScheduleA/InvestmentIncmSect501c7917Grp/InvestmentIncomeSetAsidesAmt20
IRS990TScheduleA/InvestmentIncmSect501c7917Grp/InvestmentIncomeSetAsidesAmt30
IRS990TScheduleA/NetOperatingLossDeductionAmt00
IRS990TScheduleA/NetOperatingLossDeductionAmt10
IRS990TScheduleA/NetOperatingLossDeductionAmt20
IRS990TScheduleA/NetOperatingLossDeductionAmt30
IRS990TScheduleA/OtherDeductionsAmt0266
IRS990TScheduleA/OtherDeductionsAmt14144
IRS990TScheduleA/OtherDeductionsAmt239
IRS990TScheduleA/PrincipalBusinessActivityCd0531390
IRS990TScheduleA/PrincipalBusinessActivityCd1310000
IRS990TScheduleA/PrincipalBusinessActivityCd2310000
IRS990TScheduleA/PrincipalBusinessActivityCd3522100
IRS990TScheduleA/RentIncomePropertyGrp/DeductionsConnectedRentIncmAmt00
IRS990TScheduleA/RentIncomePropertyGrp/DeductionsConnectedRentIncmAmt10
IRS990TScheduleA/RentIncomePropertyGrp/DeductionsConnectedRentIncmAmt20
IRS990TScheduleA/RentIncomePropertyGrp/DeductionsConnectedRentIncmAmt30
IRS990TScheduleA/RentIncomePropertyGrp/RentPersonalPropertyAmt00
IRS990TScheduleA/RentIncomePropertyGrp/RentPersonalPropertyAmt10
IRS990TScheduleA/RentIncomePropertyGrp/RentPersonalPropertyAmt20
IRS990TScheduleA/RentIncomePropertyGrp/RentPersonalPropertyAmt30
IRS990TScheduleA/RentIncomePropertyGrp/RentRealPersonalPropertyAmt00
IRS990TScheduleA/RentIncomePropertyGrp/RentRealPersonalPropertyAmt10
IRS990TScheduleA/RentIncomePropertyGrp/RentRealPersonalPropertyAmt20
IRS990TScheduleA/RentIncomePropertyGrp/RentRealPersonalPropertyAmt30
IRS990TScheduleA/RentIncomePropertyGrp/TotalRentsByPropertyAmt00
IRS990TScheduleA/RentIncomePropertyGrp/TotalRentsByPropertyAmt10
IRS990TScheduleA/RentIncomePropertyGrp/TotalRentsByPropertyAmt20
IRS990TScheduleA/RentIncomePropertyGrp/TotalRentsByPropertyAmt30
IRS990TScheduleA/RentIncomePropertyGrp/USAddress/AddressLine1Txt0131 TOWER PARK DRIVE STE 100
IRS990TScheduleA/RentIncomePropertyGrp/USAddress/AddressLine1Txt11001 INDUSTRIAL ST
IRS990TScheduleA/RentIncomePropertyGrp/USAddress/AddressLine1Txt2PO BOX 838
IRS990TScheduleA/RentIncomePropertyGrp/USAddress/AddressLine1Txt33600 LAFAYETTE RD
IRS990TScheduleA/RentIncomePropertyGrp/USAddress/CityNm0WATERLOO
IRS990TScheduleA/RentIncomePropertyGrp/USAddress/CityNm1WAVERLY
IRS990TScheduleA/RentIncomePropertyGrp/USAddress/CityNm2WAVERLY
IRS990TScheduleA/RentIncomePropertyGrp/USAddress/CityNm3EVANSDALE
IRS990TScheduleA/RentIncomePropertyGrp/USAddress/StateAbbreviationCd0IA
IRS990TScheduleA/RentIncomePropertyGrp/USAddress/StateAbbreviationCd1IA
IRS990TScheduleA/RentIncomePropertyGrp/USAddress/StateAbbreviationCd2IA
IRS990TScheduleA/RentIncomePropertyGrp/USAddress/StateAbbreviationCd3IA
IRS990TScheduleA/RentIncomePropertyGrp/USAddress/ZIPCd050701
IRS990TScheduleA/RentIncomePropertyGrp/USAddress/ZIPCd150677
IRS990TScheduleA/RentIncomePropertyGrp/USAddress/ZIPCd250677
IRS990TScheduleA/RentIncomePropertyGrp/USAddress/ZIPCd350707
IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceReferenceNum12
IRS990TScheduleA/SequenceReferenceNum23
IRS990TScheduleA/SequenceReferenceNum34
IRS990TScheduleA/SequenceTotalNum04
IRS990TScheduleA/SequenceTotalNum14
IRS990TScheduleA/SequenceTotalNum24
IRS990TScheduleA/SequenceTotalNum34
IRS990TScheduleA/TotalAllocableDeductionsAmt00
IRS990TScheduleA/TotalAllocableDeductionsAmt10
IRS990TScheduleA/TotalAllocableDeductionsAmt20
IRS990TScheduleA/TotalAllocableDeductionsAmt30
IRS990TScheduleA/TotalCtrlOrgDeductionAmt00
IRS990TScheduleA/TotalCtrlOrgDeductionAmt10
IRS990TScheduleA/TotalCtrlOrgDeductionAmt20
IRS990TScheduleA/TotalCtrlOrgDeductionAmt30
IRS990TScheduleA/TotalCtrlOrgPymtGrossIncmAmt00
IRS990TScheduleA/TotalCtrlOrgPymtGrossIncmAmt10
IRS990TScheduleA/TotalCtrlOrgPymtGrossIncmAmt20
IRS990TScheduleA/TotalCtrlOrgPymtGrossIncmAmt30
IRS990TScheduleA/TotalDeductionsAmt00
IRS990TScheduleA/TotalDeductionsAmt1266
IRS990TScheduleA/TotalDeductionsAmt24144
IRS990TScheduleA/TotalDeductionsAmt339
IRS990TScheduleA/TotalDeductionSetAsidesAmt00
IRS990TScheduleA/TotalDeductionSetAsidesAmt10
IRS990TScheduleA/TotalDeductionSetAsidesAmt20
IRS990TScheduleA/TotalDeductionSetAsidesAmt30
IRS990TScheduleA/TotalDirectAdvertisingCostAmt00
IRS990TScheduleA/TotalDirectAdvertisingCostAmt10
IRS990TScheduleA/TotalDirectAdvertisingCostAmt20
IRS990TScheduleA/TotalDirectAdvertisingCostAmt30
IRS990TScheduleA/TotalDividendsReceivedDedAmt00
IRS990TScheduleA/TotalDividendsReceivedDedAmt10
IRS990TScheduleA/TotalDividendsReceivedDedAmt20
IRS990TScheduleA/TotalDividendsReceivedDedAmt30
IRS990TScheduleA/TotalGrossAdvertisingIncomeAmt00
IRS990TScheduleA/TotalGrossAdvertisingIncomeAmt10
IRS990TScheduleA/TotalGrossAdvertisingIncomeAmt20
IRS990TScheduleA/TotalGrossAdvertisingIncomeAmt30
IRS990TScheduleA/TotalGrossDebtFinancedIncmAmt00
IRS990TScheduleA/TotalGrossDebtFinancedIncmAmt10
IRS990TScheduleA/TotalGrossDebtFinancedIncmAmt20
IRS990TScheduleA/TotalGrossDebtFinancedIncmAmt30
IRS990TScheduleA/TotalInvestmentIncomeAmt00
IRS990TScheduleA/TotalInvestmentIncomeAmt10
IRS990TScheduleA/TotalInvestmentIncomeAmt20
IRS990TScheduleA/TotalInvestmentIncomeAmt30
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt0-100
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt162190
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt2844605
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt39093
IRS990TScheduleA/TotalRentDeductionsAmt00
IRS990TScheduleA/TotalRentDeductionsAmt10
IRS990TScheduleA/TotalRentDeductionsAmt20
IRS990TScheduleA/TotalRentDeductionsAmt30
IRS990TScheduleA/TotalRentIncomeAmt00
IRS990TScheduleA/TotalRentIncomeAmt10
IRS990TScheduleA/TotalRentIncomeAmt20
IRS990TScheduleA/TotalRentIncomeAmt30
IRS990TScheduleA/TotalUnrelatedBusinessCompAmt00
IRS990TScheduleA/TotalUnrelatedBusinessCompAmt10
IRS990TScheduleA/TotalUnrelatedBusinessCompAmt20
IRS990TScheduleA/TotalUnrelatedBusinessCompAmt30
IRS990TScheduleA/TotExcessReadershipCostsDedAmt00
IRS990TScheduleA/TotExcessReadershipCostsDedAmt10
IRS990TScheduleA/TotExcessReadershipCostsDedAmt20
IRS990TScheduleA/TotExcessReadershipCostsDedAmt30
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt0-100
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt162190
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt2844605
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt39093
IRS990TScheduleA/TotUnrltTrdBusIncmAmt0-100
IRS990TScheduleA/TotUnrltTrdBusIncmAmt162190
IRS990TScheduleA/TotUnrltTrdBusIncmAmt2844605
IRS990TScheduleA/TotUnrltTrdBusIncmAmt39093
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt10
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt20
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt30
IRS990TScheduleA/TradeOrBusinessDesc0CEDAR VALLEY VENTURE FUND NO. 1, L.C. K-1
IRS990TScheduleA/TradeOrBusinessDesc1WAVERLY PLASTICS COMPANY, INC. K-1
IRS990TScheduleA/TradeOrBusinessDesc2RADA MANUFACTURING COMPANY, INC. K-1
IRS990TScheduleA/TradeOrBusinessDesc3EVANS BANCSHARES INC K-1
IRS990TScheduleA/UBIBeforeNOLDedAmt0-100
IRS990TScheduleA/UBIBeforeNOLDedAmt161924
IRS990TScheduleA/UBIBeforeNOLDedAmt2840461
IRS990TScheduleA/UBIBeforeNOLDedAmt39054
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt0-100
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt161924
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt2840461
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt39054
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/AllocableDeductionAmt00
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/AllocableDeductionAmt10
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/AllocableDeductionAmt20
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/AllocableDeductionAmt30
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/AverageAcquisitionAdjBasisPct00.00000
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/AverageAcquisitionAdjBasisPct10.00000
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/AverageAcquisitionAdjBasisPct20.00000
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/AverageAcquisitionAdjBasisPct30.00000
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/AverageAcquisitionDebtAmt00
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/AverageAcquisitionDebtAmt10
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/AverageAcquisitionDebtAmt20
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/AverageAcquisitionDebtAmt30
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/AverageAdjustedBasisAmt00
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/AverageAdjustedBasisAmt10
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/AverageAdjustedBasisAmt20
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/AverageAdjustedBasisAmt30
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/GrossIncomeAmt00
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/GrossIncomeAmt10
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/GrossIncomeAmt20
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/GrossIncomeAmt30
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/GrossIncomeReportableAmt00
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/GrossIncomeReportableAmt10
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/GrossIncomeReportableAmt20
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/GrossIncomeReportableAmt30
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/OtherDebtFinancedDeductionAmt00
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/OtherDebtFinancedDeductionAmt10
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/OtherDebtFinancedDeductionAmt20
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/OtherDebtFinancedDeductionAmt30
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/StraightLineDepreciationDedAmt00
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/StraightLineDepreciationDedAmt10
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/StraightLineDepreciationDedAmt20
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/StraightLineDepreciationDedAmt30
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/USAddress/AddressLine1Txt0131 TOWER PARK DRIVE
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/USAddress/AddressLine1Txt11001 INDUSTRIAL ST
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/USAddress/AddressLine1Txt2PO BOX 838
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/USAddress/AddressLine1Txt33600 LAFAYETTE RD
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/USAddress/CityNm0WATERLOO
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/USAddress/CityNm1WAVERLY
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/USAddress/CityNm2WAVERLY
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/USAddress/CityNm3EVANSDALE
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/USAddress/StateAbbreviationCd0IA
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/USAddress/StateAbbreviationCd1IA
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/USAddress/StateAbbreviationCd2IA
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/USAddress/StateAbbreviationCd3IA
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/USAddress/ZIPCd050701
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/USAddress/ZIPCd150677
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/USAddress/ZIPCd250677
IRS990TScheduleA/UnrelatedDebtFinancedPropGrp/USAddress/ZIPCd350707
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd00
IRS990T/TaxableCorporationAmt0172073
IRS990T/TaxLessCreditsAmt0166802
IRS990T/TotalCreditsAmt05271
IRS990T/TotalDeductionAmt01000
IRS990T/TotalPaymentsAmt0213847
IRS990T/TotalTaxAmt0166802
IRS990T/TotalTaxComputationAmt0172073
IRS990T/TotalUBTIAmt0819395
IRS990T/TotalUBTIBeforeNOLSpecificAmt0820395
IRS990T/TotalUBTIBeforeSection199AAmt0820395
IRS990T/TotalUBTIComputedAmt0911439
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0THOMAS PAULSEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03192263434
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-12-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MAX AND HELEN GUERNSEY
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0MAXA
ReturnHeader/Filer/EIN0421460664
ReturnHeader/Filer/PhoneNum03192263434
ReturnHeader/Filer/USAddress/AddressLine1Txt03826 CEDAR HEIGHTS DRIVE STE 1
ReturnHeader/Filer/USAddress/CityNm0CEDAR FALLS
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd050613
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0411431613
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CREATIVE PLANNING TAX LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 2100
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WATERLOO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0507042100
ReturnHeader/PreparerPersonGrp/PhoneNum03192346885
ReturnHeader/PreparerPersonGrp/PreparationDt02023-12-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0HEATHER GUNDERSON CPA
ReturnHeader/ReturnTs02023-12-22T14:14:50-06:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0THOMAS
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0PAULSEN
ReturnHeader/TaxPeriodBeginDt02020-07-01
ReturnHeader/TaxPeriodEndDt02021-06-30
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$49.9$0.04$49.9$3.39$2.54$0.85
2024Summary only. Only limited summary data is available for this year.$48.2$0.02$1.66$2.89$1.23
2023Summary only. Only limited summary data is available for this year.$45.5$0.06$2.29$2.16$0.13
2022Detailed filing. Detailed filing data is available for this year.$42.7$0.06$42.6$3.24$2.68$0.57
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$48.6$0.02$48.6$3.24$2.18$1.06
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.
2020Detailed filing. Detailed filing data is available for this year.$40.2$0.01$40.2$2.21$2.14$0.06
2019Summary only. Only limited summary data is available for this year.$40.0$0.31$2.20$2.00$0.20
2016Summary only. Only limited summary data is available for this year.$17.7$0.11$1.06$1.58$0.52
2015Summary only. Only limited summary data is available for this year.$18.8$0.03$1.08$1.45$0.38
2014Summary only. Only limited summary data is available for this year.$19.8$0.06$1.60$1.53$0.07
2013Summary only. Only limited summary data is available for this year.$18.8$0.11$1.05$1.32$0.28
2012Summary only. Only limited summary data is available for this year.$18.4$0.04$0.64$1.51$0.87