Civic Intelligence

John H Witte Jr Educational Tr 101013304900

990PF • Fiscal year 2013 • EIN 42-6051709

Oct 01, 2012 to Sep 30, 2013 • Filed on Jan 25, 2014

Organization Profile
US Bank Na PO Box 204353201-9668
Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$1,896,297

Flat from 2013

Net Assets

$1,896,297

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2013

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

Flat

$109,627

Flat from 2013

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.

$3.0M$2.0M$1.0M$0Assets 2010: $1,852,740Liabilities 2010: $0Net Assets 2010: $1,852,7402010Assets 2011: $1,908,263Liabilities 2011: $1832011Assets 2012: $1,886,295Liabilities 2012: $4852012Assets 2013: $1,896,297Liabilities 2013: $0Net Assets 2013: $1,896,2972013Assets 2013: $1,896,297Liabilities 2013: $12013Assets 2014: $1,902,012Liabilities 2014: $0Net Assets 2014: $1,902,0122014Assets 2015: $1,889,133Liabilities 2015: $0Net Assets 2015: $1,889,1332015Assets 2016: $1,818,919Liabilities 2016: $0Net Assets 2016: $1,818,9192016Assets 2017: $1,898,004Liabilities 2017: $0Net Assets 2017: $1,898,0042017Assets 2018: $1,912,025Liabilities 2018: $0Net Assets 2018: $1,912,0252018Assets 2019: $1,960,944Liabilities 2019: $0Net Assets 2019: $1,960,9442019Assets 2020: $1,959,493Liabilities 2020: $0Net Assets 2020: $1,959,4932020Assets 2021: $1,967,803Liabilities 2021: $0Net Assets 2021: $1,967,8032021Assets 2022: $2,015,970Liabilities 2022: $0Net Assets 2022: $2,015,9702022Assets 2023: $1,992,314Liabilities 2023: $0Net Assets 2023: $1,992,3142023Assets 2024: $2,011,379Liabilities 2024: $0Net Assets 2024: $2,011,3792024Assets 2025: $1,996,176Liabilities 2025: $0Net Assets 2025: $1,996,1762025

Highlighted filing

2013

Assets$1,896,297
Liabilities$0
Net Assets$1,896,297
Open 2013 Filing

Operations Trend

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

$200K$100K$0-$100KExpenses 2010: $65,7592010Revenue 2011: $107,943Expenses 2011: $52,527Net Income 2011: $55,4162011Revenue 2012: $86,436Expenses 2012: $108,706Net Income 2012: -$22,2702012Expenses 2013: $109,6272013Revenue 2013: $120,114Expenses 2013: $109,627Net Income 2013: $10,4872013Revenue 2014: $124,783Expenses 2014: $119,068Net Income 2014: $5,7152014Revenue 2015: $112,572Expenses 2015: $124,263Net Income 2015: -$11,6912015Revenue 2016: $52,270Expenses 2016: $122,484Net Income 2016: -$70,2142016Revenue 2017: $190,940Expenses 2017: $111,856Net Income 2017: $79,0842017Revenue 2018: $136,008Expenses 2018: $121,987Net Income 2018: $14,0212018Revenue 2019: $171,022Expenses 2019: $122,046Net Income 2019: $48,9762019Revenue 2020: $116,963Expenses 2020: $118,425Net Income 2020: -$1,4622020Revenue 2021: $126,930Expenses 2021: $118,616Net Income 2021: $8,3142021Revenue 2022: $184,680Expenses 2022: $136,510Net Income 2022: $48,1702022Revenue 2023: $109,226Expenses 2023: $132,727Net Income 2023: -$23,5012023Revenue 2024: $142,806Expenses 2024: $123,724Net Income 2024: $19,0822024Revenue 2025: $119,276Expenses 2025: $134,478Net Income 2025: -$15,2022025

Highlighted filing

2013

Revenue-
Expenses$109,627
Net Income-
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Oct 1, 2012 to Sep 30, 2013
Signed
Jan 25, 2014
Return Version
2012v2.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
-TrusteeFT$11,131-$11,131
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantUNIVERSITY OF IOWA FOUNDATIONGENERAL SUPPORTPUBLICIOWA CITY, IA, US$96,827
Filing and Contact Details

Filer

EIN
42-6051709
Raw XML AppendixShowing 400 of 415 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/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear101981799
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear201984684
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear301766275
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear401524673
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome01081
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions098690
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear1096693
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear2044554
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear3059467
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear4060075
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio00.14431
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions097609
IRS990PF/QualifyingDistributions/AmountsPaidAcqCharitableAssets00
IRS990PF/QualifyingDistributions/AmountsSetAsideCashDistriTest00
IRS990PF/QualifyingDistributions/AmountsSetAsideSuitabilityTest00
IRS990PF/QualifyingDistributions/ExpensesAndContributions098690
IRS990PF/QualifyingDistributions/OnePctSect4940eOrgNetInvstIncm01081
IRS990PF/QualifyingDistributions/ProgramRelatedInvestmentsTotal00
IRS990PF/QualifyingDistributions/QualifyingDistributions098690
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfBusinessName/BusinessNameLine10US BANK NA
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber03197538761
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine10201 JEFFERSON
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0BURLINGTON
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0IA
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode0526015250
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws0false
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr0true
IRS990PF/StatementsRegardingActivities/ForeignBank0false
IRS990PF/StatementsRegardingActivities/Form1120POLFiled0false
IRS990PF/StatementsRegardingActivities/Form990PFFiledWithAG0true
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity0false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities0false
IRS990PF/StatementsRegardingActivities/MoreThan100Spent0false
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors0false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation0false
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e0true
IRS990PF/StatementsRegardingActivities/StatesFiledWith0IA
IRS990PF/StatementsRegardingActivities/TerminationEtc0false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActy4720/ActsFailToQualifyAsExceptions0false
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals0false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
IRS990PF/StatementsRegardingActy4720/InfluenceElection0false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation0false
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose0false
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson0true
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical0false
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn0false
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0false
IRS990PF/StatementsRegardingActy4720/UndistrIncome4942a2NotApplied0false
IRS990PF/SupplementaryInformation/ContributingManager0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount096827
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0GENERAL SUPPORT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10UNIVERSITY OF IOWA FOUNDATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine20ATTN KATIE ELLWANGER
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0PUBLIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0NOT APPLICABLE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10PO BOX 4550
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0IOWA CITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0IA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode0522444550
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/ShareholderManager0NONE
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear096827
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/AppliedToCurrentYear01863
IRS990PF/UndistributedIncome/AppliedToPriorYears00
IRS990PF/UndistributedIncome/AppliedToYear1096827
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted0105754
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g300
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear100
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear200
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear300
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear400
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear500
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus00
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY00
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear500
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear00
IRS990PF/UndistributedIncome/ExcessFromCurrentYear00
IRS990PF/UndistributedIncome/ExcessFromYear100
IRS990PF/UndistributedIncome/ExcessFromYear200
IRS990PF/UndistributedIncome/ExcessFromYear300
IRS990PF/UndistributedIncome/ExcessFromYear400
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax00
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome00
IRS990PF/UndistributedIncome/QualifyingDistributions098690
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus00
IRS990PF/UndistributedIncome/TaxableAmount100
IRS990PF/UndistributedIncome/TaxableAmount200
IRS990PF/UndistributedIncome/TotalCorpus00
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover00
IRS990PF/UndistributedIncome/TotalForPriorYears00
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY0103891
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear096827
OtherAssetsSchedule/OtherAssets/BOYBookValue04684
OtherAssetsSchedule/OtherAssets/Description0ACCRUED INCOME
OtherAssetsSchedule/OtherAssets/EOYBookValue04704
OtherAssetsSchedule/OtherAssets/EOYFMV04704
OtherIncomeSchedule2/OtherIncome/Description0FORM 990-PF REFUND
OtherIncomeSchedule2/OtherIncome/NetInvestmentIncome00
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks0532
OtherLiabilitiesSchedule/OtherLiabilities/BOYBookValue0485
OtherLiabilitiesSchedule/OtherLiabilities/Description04TH QTR EST TAX PMNT 10/13/11
TaxesSchedule/Taxes/Amount0919
TaxesSchedule/Taxes/Category0FOREIGN TAXES PAID
TaxesSchedule/Taxes/DisbursementsCharitablePrps00
TaxesSchedule/Taxes/NetInvestmentIncome0919
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/Filer/EIN0426051709
ReturnHeader/Filer/Name/BusinessNameLine10JOHN H WITTE JR EDUCATIONAL TR 101013304900

Document Assets

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Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,896,297
Liabilities
$0
Net assets
$1,896,297
Revenue
-
Expenses
$109,627
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.00$0.00$2.00$0.12$0.13$0.02
2024Detailed filing. Detailed filing data is available for this year.$2.01$0.00$2.01$0.14$0.12$0.02
2023Detailed filing. Detailed filing data is available for this year.$1.99$0.00$1.99$0.11$0.13$0.02
2022Detailed filing. Detailed filing data is available for this year.$2.02$0.00$2.02$0.18$0.14$0.05
2021Detailed filing. Detailed filing data is available for this year.$1.97$0.00$1.97$0.13$0.12$0.01
2020Detailed filing. Detailed filing data is available for this year.$1.96$0.00$1.96$0.12$0.12$0.00
2019Detailed filing. Detailed filing data is available for this year.$1.96$0.00$1.96$0.17$0.12$0.05
2018Detailed filing. Detailed filing data is available for this year.$1.91$0.00$1.91$0.14$0.12$0.01
2017Detailed filing. Detailed filing data is available for this year.$1.90$0.00$1.90$0.19$0.11$0.08
2016Detailed filing. Detailed filing data is available for this year.$1.82$0.00$1.82$0.05$0.12$0.07
2015Detailed filing. Detailed filing data is available for this year.$1.89$0.00$1.89$0.11$0.12$0.01
2014Detailed filing. Detailed filing data is available for this year.$1.90$0.00$1.90$0.12$0.12$0.01
2013Detailed filing. Detailed filing data is available for this year.$1.90$0.00$1.90$0.11
2013Summary only. Only limited summary data is available for this year.$1.90$0.00$0.12$0.11$0.01
2012Summary only. Only limited summary data is available for this year.$1.89$0.00$0.09$0.11$0.02
2011Summary only. Only limited summary data is available for this year.$1.91$0.00$0.11$0.05$0.06
2010Detailed filing. Detailed filing data is available for this year.$1.85$0.00$1.85$0.07