Civic Intelligence

Edwin T Meredith Foundation

990PF • Fiscal year 2020 • EIN 42-6059818

Jan 01, 2020 to Dec 31, 2020 • Filed on May 15, 2021

Organization Profile
1716 Locust StreetDes Moines, IA 50309-3023

(515) 245-3712

Siviq Scores

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

Liabilities / Assets

19th percentile

0.00x

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

2020 filings • $10M-$25M nonprofits • Source year 2020

Liabilities / Revenue

17th percentile

0.00x

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

2020 filings • $10M-$25M nonprofits • Source year 2020

Net Margin

3rd percentile

-283%

Higher net margin than 3% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Source year 2020

Top Officer Pay

24th percentile

$0

Higher top officer pay than 24% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2020 filings • $10M-$25M nonprofits • Source year 2020

Asset Growth

11th percentile

-6.0%

Faster asset growth than 11% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Annualized from 2019 to 2020

Revenue Growth

4th percentile

-76%

Faster revenue growth than 4% of similar nonprofits.

2020 filings • $10M-$25M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets19th percentile

Assets

Down

$13,482,841

Down $860,156 (-6.0%) from 2019

Net Assets

Down

$13,482,841

Down $860,156 (-6.0%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin3rd percentile

Revenue

Down

$303,629

Down $976,784 (-76%) from 2019

Expenses

Up

$1,163,785

Up $205,881 (+21%) from 2019

Net Income

Down

-$860,156

Down $1,182,665 (-367%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth11th percentile

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

$30M$20M$10M$0Assets 2011: $6,609,938Liabilities 2011: $12011Assets 2012: $7,533,142Liabilities 2012: $0Net Assets 2012: $7,533,1422012Assets 2013: $7,481,916Liabilities 2013: $0Net Assets 2013: $7,481,9162013Assets 2014: $7,247,330Liabilities 2014: $0Net Assets 2014: $7,247,3302014Assets 2015: $14,448,102Liabilities 2015: $0Net Assets 2015: $14,448,1022015Assets 2016: $13,678,643Liabilities 2016: $0Net Assets 2016: $13,678,6432016Assets 2018: $14,020,488Liabilities 2018: $0Net Assets 2018: $14,020,4882018Assets 2019: $14,342,997Liabilities 2019: $0Net Assets 2019: $14,342,9972019Assets 2020: $13,482,841Liabilities 2020: $0Net Assets 2020: $13,482,8412020Assets 2021: $23,891,795Liabilities 2021: $0Net Assets 2021: $23,891,7952021Assets 2022: $22,687,768Liabilities 2022: $0Net Assets 2022: $22,687,7682022Assets 2023: $22,443,616Liabilities 2023: $12023Assets 2024: $22,653,412Liabilities 2024: $0Net Assets 2024: $22,653,4122024

Highlighted filing

2020

Assets$13,482,841
Liabilities$0
Net Assets$13,482,841
Open 2020 Filing

Operations Trend

Revenue Growth4th percentile

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

$15M$10M$5.0M$0-$5.0MRevenue 2011: $602,567Expenses 2011: $210,573Net Income 2011: $391,9942011Expenses 2012: $616,6152012Revenue 2013: $816,600Expenses 2013: $867,826Net Income 2013: -$51,2262013Revenue 2014: $688,221Expenses 2014: $922,807Net Income 2014: -$234,5862014Revenue 2015: $8,120,560Expenses 2015: $919,788Net Income 2015: $7,200,7722015Revenue 2016: $526,846Expenses 2016: $1,296,305Net Income 2016: -$769,4592016Revenue 2018: $1,190,677Expenses 2018: $1,102,072Net Income 2018: $88,6052018Revenue 2019: $1,280,413Expenses 2019: $957,904Net Income 2019: $322,5092019Revenue 2020: $303,629Expenses 2020: $1,163,785Net Income 2020: -$860,1562020Revenue 2021: $12,267,034Expenses 2021: $1,858,080Net Income 2021: $10,408,9542021Revenue 2022: $312,454Expenses 2022: $1,511,232Net Income 2022: -$1,198,7782022Revenue 2023: $1,161,146Expenses 2023: $1,423,831Net Income 2023: -$262,6852023Revenue 2024: $1,715,345Expenses 2024: $1,506,686Net Income 2024: $208,6592024

Highlighted filing

2020

Revenue$303,629
Expenses$1,163,785
Net Income-$860,156
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 15, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay24th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
D MELL MEREDITH FRAZIERPresident-$0--
ET MEREDITH IVVice Preside-$0--
JOHN S ZIESERSecretary-$0--
CHERI A CIPPERLEYTreasurer-$0--
MICHAEL R FRAZIERDirector-$0--
Filing and Contact Details

Filer

Filer Name
Edwin T Meredith Foundation
EIN
42-6059818
Phone
5152453712
Address
1716 LOCUST STREET, DES MOINES, IA 50309-3023

Signing Officer

Name
D Mell Meredith Frazier
Title
President
Phone
5152842096
Signed
2021-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Hamilton Juffer & Associates Llp
Address
666 GRAND AVE STE 2400, DES MOINES, IA 50309-2506
Preparer
Matt Juffer
Phone
5152453737
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt49991523
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0MEREDITH CORP 92,412 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1MEREDITH CORP CLASS B 92,412 SHS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2AMAZON.COM INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3HILTON WORLDWIDE HOLDINGS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4BOOKING HLDS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5HOME DEPOT
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8PEPSICO INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12BANK OF AMERICA CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13BLACKROCK INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14BLACKSTONE GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15CHUBB LIMITED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16CITIGROUP INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm21SCHWAB CHARLES CORP NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm22DANAHER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm23HEALTH CARE SELECT SPDR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm24IQVIA HOLDINGS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm25THERMO FISHER SCIENTIFIC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm26UNITEDHEALTH GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm27ZOETIS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm28CINTAS CORP
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm30UNION PACIFIC CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm31WASTE MANAGEMENT INC NEW
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm32ACTIVISION BLIZZARD INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm33ALPHABET INC CLASS C
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm34CHARTER COMMUNICATIONS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm35FACEBOOK INC-A
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm36DISNEY (WALT) HOLDINGS CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm37ADOBE INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm38AMPHENOL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm39APPLE INC
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41MICROSOFT CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42SALESFORCE COM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43SERVICE NOW INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44TEXAS INSTRUMENTS INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45VISA INC.
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46AIR PRODUCTS & CHEMICALS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47AMERICAN TOWER CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48AMEREN CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49AMERICAN WATER WORKS CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50SEA LTD ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51TENCENT HOLDINGS LTD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52ALIBABA GROUP HOLDINGS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53LVMH MOET HENNESSY VUITTON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54SAFRAN SA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55ASML HOLDING
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56OW LARGE CAP STARTEGIES FD
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm58OW STRATEGIC OPPPORTUNITIES FD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm59OW CREDIT INCOME FUND
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IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0303629
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt05237
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt05237
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt010474
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt044856
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt01095000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt01095000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0171843
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0171843
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-860156
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt08217761
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt086930
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt086930
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt044856
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IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0151
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0303629
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02020-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12018-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22018-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt32020-01-01
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt42018-01-01
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt2661520
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt33499374
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt033739
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1111822
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2149236
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3-30231
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt4-220688
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt5978
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1111822
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2149236
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt3-30231
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt4-220688
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt5978
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt02374770
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt11782802
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt2149236
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt3631289
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt43278686
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt5978
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd4P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd5P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0BESSEMER TRUST 8M4859
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1BESSEMER TRUST 8M4859
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2BESSEMER TRUST 8M4858 CAP GAIN DIST
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3BESSEMER TRUST 8M4858
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc4BESSEMER TRUST 8M4858
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5OW MULTI-ASSET OPPS FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02020-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12020-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22019-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32020-12-31

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$13,482,841
Liabilities
$0
Net assets
$13,482,841
Revenue
$303,629
Expenses
$1,163,785
Net income
-$860,156
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$22.7$0.00$22.7$1.72$1.51$0.21
2023Summary only. Only limited summary data is available for this year.$22.4$0.00$1.16$1.42$0.26
2022Detailed filing. Detailed filing data is available for this year.$22.7$0.00$22.7$0.31$1.51$1.20
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$23.9$0.00$23.9$12.3$1.86$10.4
2020Detailed filing. Detailed filing data is available for this year.$13.5$0.00$13.5$0.30$1.16$0.86
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.3$0.00$14.3$1.28$0.96$0.32
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.0$0.00$14.0$1.19$1.10$0.09
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.7$0.00$13.7$0.53$1.30$0.77
2015Detailed filing. Detailed filing data is available for this year.$14.4$0.00$14.4$8.12$0.92$7.20
2014Detailed filing. Detailed filing data is available for this year.$7.25$0.00$7.25$0.69$0.92$0.23
2013Detailed filing. Detailed filing data is available for this year.$7.48$0.00$7.48$0.82$0.87$0.05
2012Detailed filing. Detailed filing data is available for this year.$7.53$0.00$7.53$0.62
2011Summary only. Only limited summary data is available for this year.$6.61$0.00$0.60$0.21$0.39