Civic Intelligence

Pearson Edith King T-W

990 • Fiscal year 2022 • EIN 42-6069932

Apr 01, 2021 to Mar 31, 2022 • Filed on Aug 08, 2022

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.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

17th percentile

0.00x

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

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Net Margin

76th percentile

26%

Higher net margin than 76% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

42nd percentile

$20,452

Higher top officer pay than 42% of similar nonprofits.

Top officer pay equals 10.7% of source-year revenue.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2022

Asset Growth

53rd percentile

2.3%

Faster asset growth than 53% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

80th percentile

46%

Faster revenue growth than 80% of similar nonprofits.

2022 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets17th percentile

Assets

Up

$2,254,616

Up $50,447 (+2.3%) from 2021

Net Assets

Up

$2,254,616

Up $50,447 (+2.3%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue17th percentileNet Margin76th percentile

Revenue

Up

$191,993

Up $60,049 (+46%) from 2021

Expenses

Up

$141,905

Up $6,484 (+4.8%) from 2021

Net Income

Up

$50,088

Up $53,565 (+1541%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth53rd 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

2022

Assets$2,254,616
Liabilities$0
Net Assets$2,254,616
Open 2022 Filing

Operations Trend

Revenue Growth80th 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

2022

Revenue$191,993
Expenses$141,905
Net Income$50,088
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2021 to Mar 31, 2022
Signed
Aug 8, 2022
Return Version
2021v4.1
Gross Receipts
$696,222
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$2,204,169$2,254,616▲ $50,447
Investments in Publicly Traded Securities$2,177,333$2,196,918▲ $19,585
Savings and Temporary Cash Investments$26,836$57,698▲ $30,862
Total Assets$2,204,169$2,254,616▲ $50,447
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,204,169$2,254,616▲ $50,447
Total Liabilities and Net Assets / Fund Balance$2,204,169$2,254,616▲ $50,447
Compensation and Service Providers
Top Officer Pay42nd percentile

Employees

NameTitleBaseTotal
Wells Fargo Bank N aTrustee$20,452$20,452

Board Members and Trustees

NameTitle
Susan KlattCo-trustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$188,035
Other Revenue
$3,958
Change in Net Assets
$50,088
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$115,083
Salaries, Compensation, and Employee Benefits$20,452
Other Expenses$6,370
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$115,083--$115,083
Current Officers, Directors, Trustees, and Key Employees-$20,452-$20,452
Fees for Services Legal-$4,710-$4,710
Fees for Services Accounting-$1,026-$1,026
Other Expenses-$35-$35
Total Functional Expenses$115,083$26,822$0$141,905
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
University of IowaIowa City, IA501(c)(3)General Operating for Carver College of Medicine$115,083
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
2022-08-08
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
301 GRANT STREET 45TH FLOOR, 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: $40 and cost basis adjustment: $318”

Raw XML AppendixShowing 400 of 417 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/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt0634016
IRS990/GrossReceiptsAmt0696222
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IRS990/IndependentVotingMemberCnt01
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IRS990/InfoInScheduleOPartVIInd0X
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IRS990/InvestmentIncomeGrp/ExclusionAmt058248
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IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsPubTradedSecGrp/BOYAmt02177333
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IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0IA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt0504229
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0false
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IRS990/MiscellaneousRevenueGrp/TotalRevenueColumnAmt03958
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IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
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IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NondeductibleContributionsInd0false
IRS990/OfficerMailingAddressInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrgDoesNotFollowFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt0359
IRS990/OtherExpensesGrp/Desc0FOREIGN TAX PAID
IRS990/OtherExpensesGrp/Desc1STATE INCOME TAXES
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0599
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IRS990/OtherRevenueMiscGrp/BusinessCd0900099
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IRS990/OtherRevenueTotalAmt03958
IRS990/OtherWebsiteInd0X
IRS990/PartialLiquidationInd0false
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IRS990/RelatedOrganizationCtrlEntInd0false
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IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt082283
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IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0GENERAL OPERATING FOR CARVER COLLEGE OF MEDICINE
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IRS990ScheduleI/RecipientTable/USAddress/ZIPCd052242
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IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, SCHEDULE I, PART 1, LINE 2
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IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0THE 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.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1THE UNIVERSITY OF IOWA APPOINTS A TRUSTEE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE UNIVERSITY OF IOWA APPOINTS A TRUSTEE
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3NO COMMITTEES
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4TRUSTEE RECEIVES AND REVIEWS THE FORM 990
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ORGANIZATION COMPLIES WITH THE SAME POLICY AND ENFORCEMENT AS ITS TRUSTEE, WELLS FARGO BANK, N.A.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6THESE DOCUMENTS ARE NOT MADE AVAILABLE TO THE PUBLIC
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt7NET ADJUSTMENTS INCLUDE MUTUAL FUND TIMING ADJUSTMENT: $40 AND COST BASIS ADJUSTMENT: $318
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 1a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 7a
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 7b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 8b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990, PAGE 6, PART VI, LINE 11-DESCRIPTION OF PROCESS FOR REVIEW
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5EXPLANATION FOR FORM 990, PAGE 6, PART VI, LINE 12c
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990, PAGE 6, PART VI, LINE 19
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc7EXPLANATION FOR FORM 990, PART XI, LINE 9
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IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
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IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0true
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0NA
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0426004813
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0IA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0EDUCATION
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt0section 170(b)(1)(A)
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0IOWA CITY
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0IA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd052242
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt0115083
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0CASH
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IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsEOYAmt02254616
IRS990/TotalAssetsGrp/BOYAmt02204169
IRS990/TotalAssetsGrp/EOYAmt02254616
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IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02254616
IRS990/TotalOtherCompensationAmt00
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IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0191993
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt03958
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02204169
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02254616
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IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt06325 S RAINBOW BLVD STE 300
IRS990/USAddress/CityNm0LAS VEGAS
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IRS990/USAddress/ZIPCd089118
IRS990/VotingMembersGoverningBodyCnt02
IRS990/VotingMembersIndependentCnt01
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IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
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ReturnHeader/BusinessOfficerGrp/PhoneNum08887304933
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-08-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PEARSON EDITH KING TW
ReturnHeader/Filer/BusinessNameControlTxt0KING
ReturnHeader/Filer/EIN0426069932
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ReturnHeader/Filer/USAddress/AddressLine1Txt06325 S RAINBOW BLVD STE 300
ReturnHeader/Filer/USAddress/CityNm0LAS VEGAS

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2022 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,254,616
Liabilities
$0
Net assets
$2,254,616
Revenue
$191,993
Expenses
$141,905
Net income
$50,088
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