Civic Intelligence

Max and Helen Guernsey Charitable Foundation

990T • Fiscal year 2025 • EIN 42-1460664

Jul 01, 2024 to Jun 30, 2025 • Filed on Nov 05, 2025

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, 2024 to Jun 30, 2025
Signed
Nov 5, 2025
Return Version
2024v5.2
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
2025-11-05
Discuss with paid preparer
Yes

Preparer

Firm
Creative Planning Tax LLC
Address
100 E PARK AVE STE 300, WATERLOO, IA 50703
Preparer
Kristin Lr Myers CPA
Phone
3192346885
Raw XML Appendix88 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
IRS990T/BooksInCareOfDetail/PersonNm0CREATIVE PLANNING TAX LLC
IRS990T/BooksInCareOfDetail/PhoneNum03192346885
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt0100 E PARK AVENUE STE 300
IRS990T/BooksInCareOfDetail/USAddress/CityNm0WATERLOO
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IA
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd050703
IRS990T/BookValueAssetsEOYAmt049906388
IRS990T/CharitableContributionsDedAmt0121
IRS990T/ForeignAccountsQuestionInd00
IRS990T/ForeignTrustQuestionInd00
IRS990T/Form990TScheduleAAttachedCnt01
IRS990T/Organization501cCorporationInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990T/OtherTaxesAmt00
IRS990T/OverpaymentSection/AppliedToESTaxAmt0469
IRS990T/OverpaymentSection/OverpaymentAmt0469
IRS990T/OverpaymentSection/RefundAmt00
IRS990T/PaidTaxLiabilityAmt00
IRS990T/PriorYearOverpaymentCreditAmt0698
IRS990TScheduleA/NetOperatingLossDeductionAmt00
IRS990TScheduleA/OtherDeductionsAmt03875
IRS990TScheduleA/PrincipalBusinessActivityCd0522100
IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceTotalNum01
IRS990TScheduleA/TotalAllocableDeductionsAmt00
IRS990TScheduleA/TotalCtrlOrgDeductionAmt00
IRS990TScheduleA/TotalCtrlOrgPymtGrossIncmAmt00
IRS990TScheduleA/TotalDeductionsAmt03875
IRS990TScheduleA/TotalDeductionSetAsidesAmt00
IRS990TScheduleA/TotalDirectAdvertisingCostAmt00
IRS990TScheduleA/TotalDividendsReceivedDedAmt00
IRS990TScheduleA/TotalGrossAdvertisingIncomeAmt00
IRS990TScheduleA/TotalGrossDebtFinancedIncmAmt00
IRS990TScheduleA/TotalInvestmentIncomeAmt00
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt06085
IRS990TScheduleA/TotalRentDeductionsAmt00
IRS990TScheduleA/TotalRentIncomeAmt00
IRS990TScheduleA/TotalUnrelatedBusinessCompAmt00
IRS990TScheduleA/TotExcessReadershipCostsDedAmt00
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt06085
IRS990TScheduleA/TotUnrltTrdBusIncmAmt06085
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TradeOrBusinessDesc0EVANS BANCSHARES INC K-1
IRS990TScheduleA/UBIBeforeNOLDedAmt02210
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt02210
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd00
IRS990T/TaxableCorporationAmt0229
IRS990T/TaxLessCreditsAmt0229
IRS990T/TotalDeductionAmt01000
IRS990T/TotalPaymentsAmt0698
IRS990T/TotalTaxAmt0229
IRS990T/TotalTaxComputationAmt0229
IRS990T/TotalUBTIAmt01089
IRS990T/TotalUBTIBeforeNOLSpecificAmt02089
IRS990T/TotalUBTIBeforeSection199AAmt02089
IRS990T/TotalUBTIComputedAmt02210
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0THOMAS PAULSEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum03192263434
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-11-05
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/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0471019942
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CREATIVE PLANNING TAX LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0100 E PARK AVE STE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WATERLOO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd050703
ReturnHeader/PreparerPersonGrp/PhoneNum03192346885
ReturnHeader/PreparerPersonGrp/PreparationDt02025-11-04
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KRISTIN LR MYERS CPA
ReturnHeader/ReturnTs02025-11-07T07:56:53-06:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/TaxPeriodBeginDt02024-07-01
ReturnHeader/TaxPeriodEndDt02025-06-30
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2025 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
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Liabilities
-
Net assets
-
Revenue
-
Expenses
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Net income
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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
2025Facts available. Structured filing facts are available, but richer extracted sections are limited.
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
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