Civic Intelligence

Pearson Edith King T-W

990 • Fiscal year 2021 • EIN 42-6069932

Apr 01, 2020 to Mar 31, 2021 • Filed on Jun 22, 2021

Organization ProfileN/A
6325 S Rainbow Blvd Ste 300Las Vegas, NV 89118

(888) 730-4933

Siviq Scores

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

Liabilities / Assets

17th percentile

0.00x

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

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Liabilities / Revenue

17th percentile

0.00x

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

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Net Margin

21st percentile

-2.6%

Higher net margin than 21% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Top Officer Pay

41st percentile

$17,593

Higher top officer pay than 41% of similar nonprofits.

Top officer pay equals 13.3% of source-year revenue.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2021

Asset Growth

26th percentile

-0.2%

Faster asset growth than 26% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Revenue Growth

13th percentile

-21%

Faster revenue growth than 13% of similar nonprofits.

2021 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets17th percentile

Assets

Down

$2,204,169

Down $3,333 (-0.2%) from 2020

Net Assets

Down

$2,204,169

Down $3,333 (-0.2%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin21st percentile

Revenue

Down

$131,944

Down $35,926 (-21%) from 2020

Expenses

Down

$135,421

Down $4,723 (-3.4%) from 2020

Net Income

Down

-$3,477

Down $31,203 (-113%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth26th percentile

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

$3.0M$2.0M$1.0M$0Assets 2012: $1,952,684Liabilities 2012: $02012Assets 2013: $1,904,142Liabilities 2013: $02013Assets 2014: $1,795,195Liabilities 2014: $02014Assets 2015: $1,777,871Liabilities 2015: $02015Assets 2016: $2,220,044Liabilities 2016: $02016Assets 2019: $2,178,583Liabilities 2019: $0Net Assets 2019: $2,178,5832019Assets 2020: $2,207,502Liabilities 2020: $0Net Assets 2020: $2,207,5022020Assets 2021: $2,204,169Liabilities 2021: $0Net Assets 2021: $2,204,1692021Assets 2022: $2,254,616Liabilities 2022: $0Net Assets 2022: $2,254,6162022Assets 2023: $2,145,773Liabilities 2023: $0Net Assets 2023: $2,145,7732023Assets 2024: $2,066,138Liabilities 2024: $0Net Assets 2024: $2,066,1382024Assets 2025: $2,008,887Liabilities 2025: $0Net Assets 2025: $2,008,8872025

Highlighted filing

2021

Assets$2,204,169
Liabilities$0
Net Assets$2,204,169
Open 2021 Filing

Operations Trend

Revenue Growth13th percentile

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

$600K$400K$200K$0-$200KRevenue 2012: $83,292Expenses 2012: $122,823Net Income 2012: -$39,5312012Revenue 2013: $79,831Expenses 2013: $123,253Net Income 2013: -$43,4222013Revenue 2014: $16,106Expenses 2014: $125,800Net Income 2014: -$109,6942014Revenue 2015: $123,856Expenses 2015: $139,136Net Income 2015: -$15,2802015Revenue 2016: $583,460Expenses 2016: $140,332Net Income 2016: $443,1282016Revenue 2019: $95,558Expenses 2019: $145,074Net Income 2019: -$49,5162019Revenue 2020: $167,870Expenses 2020: $140,144Net Income 2020: $27,7262020Revenue 2021: $131,944Expenses 2021: $135,421Net Income 2021: -$3,4772021Revenue 2022: $191,993Expenses 2022: $141,905Net Income 2022: $50,0882022Revenue 2023: $15,864Expenses 2023: $124,611Net Income 2023: -$108,7472023Revenue 2024: $90,248Expenses 2024: $169,186Net Income 2024: -$78,9382024Revenue 2025: $90,223Expenses 2025: $146,434Net Income 2025: -$56,2112025

Highlighted filing

2021

Revenue$131,944
Expenses$135,421
Net Income-$3,477
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2020 to Mar 31, 2021
Signed
Jun 22, 2021
Return Version
2020v4.1
Gross Receipts
$881,703
Mission and Program Overview

Mission

To benefit the university of iowa carver college of medicine

Balance Sheet Detail
LineBeginningEndChange
Assets
Pd in Cap Srpls Land Bldg Eqp Fund$2,207,502$2,204,169▼ $3,333
Investments in Publicly Traded Securities$2,149,204$2,177,333▲ $28,129
Savings and Temporary Cash Investments$58,298$26,836▼ $31,462
Total Assets$2,207,502$2,204,169▼ $3,333
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,207,502$2,204,169▼ $3,333
Total Liabilities and Net Assets / Fund Balance$2,207,502$2,204,169▼ $3,333
Compensation and Service Providers
Top Officer Pay41st percentile

Employees

NameTitleBaseTotal
Wells Fargo Bank N aTrustee$17,593$17,593

Board Members and Trustees

NameTitle
Susan KlattCo-trustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$131,944
Other Revenue
$0
Change in Net Assets
$-3,477
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$110,987
Salaries, Compensation, and Employee Benefits$17,593
Other Expenses$6,841
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$110,987--$110,987
Current Officers, Directors, Trustees, and Key Employees-$17,593-$17,593
Fees for Services Legal-$4,181-$4,181
Fees for Services Accounting-$2,012-$2,012
Other Expenses-$35-$35
Total Functional Expenses$110,987$24,434$0$135,421
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
University of IowaIowa City, IA501(c)(3)General Operating for Carver College of Medicine$110,987
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
Yes
Management duties delegated
No

Governance Explanations

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 1A

“The organization's supported organization had a significant voice given that the co-trustee is an officer of the university of iowa, the supported organization. By virtue of being a co-trustee susan klatt, an officer of the university of iowa, as co-trustee, has a significant voice in all aspects of the trust, including but not limited to, timing of grants, manner of making grants, investments and in otherwise directing the use of income or assets of the trust.”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 7A

“The university of iowa appoints a trustee”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 7B

“The university of iowa appoints a trustee”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8B

“NO COMMITTEES”

Form 990, Page 6, Part VI, Line 11-description of Process for Review

“Trustee receives and reviews the form 990”

EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12C

“Organization complies with the same policy and enforcement as its trustee, wells fargo bank, n.a.”

Form 990, Page 6, Part VI, Line 19

“These documents are not made available to the public”

Filing and Contact Details

Filer

Filer Name
Pearson Edith King Tw
EIN
42-6069932
Phone
8887304933
Address
6325 S RAINBOW BLVD STE 300, LAS VEGAS, NV 89118

Signing Officer

Name
-
Title
Trustee
Phone
8887304933
Signed
2021-06-22
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Wells Fargo Bank N a
Formed
1964
Legal Domicile
Ia
Voting Board Members
2
Independent Board Members
1
Employees
0

Preparer

Firm
Pricewaterhousecoopers Llp
Address
600 GRANT STREET, PITTSBURGH, PA 15219
Preparer
Joseph J Castriano
Phone
4123556000
Supplemental Narrative

Additional Explanations

Explanation for Form 990, Part XI, Line 9

“Net adjustments include mutual fund timing adjustment and rounding”

Raw XML AppendixShowing 400 of 413 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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IRS990/BooksInCareOfDetail/PhoneNum08887304933
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0100 N Main St MAC D4001-117
IRS990/BooksInCareOfDetail/USAddress/CityNm0Winston Salem
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0NC
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IRS990/ForeignFinancialAccountInd0false
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IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
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IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
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IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
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IRS990/FormationYr01964
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IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt02
IRS990/GrantAmt0110987
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IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0828622
IRS990/GrossReceiptsAmt0881703
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
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IRS990/IndependentVotingMemberCnt01
IRS990/IndoorTanningServicesInd0false
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IRS990/InvestmentIncomeGrp/ExclusionAmt053081
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IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt02149204
IRS990/InvestmentsPubTradedSecGrp/EOYAmt02177333
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0IA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0749759
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0false
IRS990/MinutesOfGoverningBodyInd0true
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IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
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IRS990/NetGainOrLossInvestmentsGrp/ExclusionAmt078863
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt078863
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt0144
IRS990/OtherExpensesGrp/Desc0FOREIGN TAX PAID
IRS990/OtherExpensesGrp/Desc1STATE AG FEES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0613
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IRS990/OtherRevenueMiscGrp/BusinessCd0900099
IRS990/OtherRevenueMiscGrp/Desc0FEDERAL TAX REFUND
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
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IRS990/PoliticalCampaignActyInd0false
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IRS990/ProfessionalFundraisingInd0false
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IRS990/PYExcessBenefitTransInd0false
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IRS990/PYSalariesCompEmpBnftPaidAmt018980
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IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt0-3477
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0false
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IRS990/ReportLandBuildingEquipmentInd0false
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IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/SavingsAndTempCashInvstGrp/BOYAmt058298
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THESE DOCUMENTS ARE NOT MADE AVAILABLE TO THE PUBLIC
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Document Assets

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Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,204,169
Liabilities
$0
Net assets
$2,204,169
Revenue
$131,944
Expenses
$135,421
Net income
-$3,477
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.01$0.00$2.01$0.09$0.15$0.06
2024Detailed filing. Detailed filing data is available for this year.$2.07$0.00$2.07$0.09$0.17$0.08
2023Detailed filing. Detailed filing data is available for this year.$2.15$0.00$2.15$0.02$0.12$0.11
2022Detailed filing. Detailed filing data is available for this year.$2.25$0.00$2.25$0.19$0.14$0.05
2021Detailed filing. Detailed filing data is available for this year.$2.20$0.00$2.20$0.13$0.14$0.00
2020Summary only. Only limited summary data is available for this year.$2.21$0.00$2.21$0.17$0.14$0.03
2019Detailed filing. Detailed filing data is available for this year.$2.18$0.00$2.18$0.10$0.15$0.05
2016Summary only. Only limited summary data is available for this year.$2.22$0.00$0.58$0.14$0.44
2015Summary only. Only limited summary data is available for this year.$1.78$0.00$0.12$0.14$0.02
2014Summary only. Only limited summary data is available for this year.$1.80$0.00$0.02$0.13$0.11
2013Summary only. Only limited summary data is available for this year.$1.90$0.00$0.08$0.12$0.04
2012Summary only. Only limited summary data is available for this year.$1.95$0.00$0.08$0.12$0.04