Civic Intelligence

Jean and Murray Nelson Foundation

990PF • Fiscal year 2012 • EIN 42-6131598

Jan 01, 2012 to Dec 31, 2012 • Filed on May 10, 2013

211 1st Ave W50208
Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2012 filings • <$500k nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

82nd percentile

$0

Higher top officer pay than 82% of similar nonprofits.

2012 filings • <$500k nonprofits • Source year 2012

Asset Growth

69th percentile

11%

Faster asset growth than 69% of similar nonprofits.

2012 filings • <$500k nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Up

$390,988

Up $37,343 (+11%) from 2011

Net Assets

Up

$390,988

Up $37,343 (+11%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue

-

No earlier filing loaded for comparison.

Expenses

Down

$16,183

Down $1,463 (-8.3%) from 2011

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.

$600K$400K$200K$0Assets 2010: $352,964Liabilities 2010: $0Net Assets 2010: $352,9642010Assets 2011: $353,645Liabilities 2011: $0Net Assets 2011: $353,6452011Assets 2012: $390,988Liabilities 2012: $0Net Assets 2012: $390,9882012Assets 2013: $427,180Liabilities 2013: $0Net Assets 2013: $427,1802013Assets 2014: $426,094Liabilities 2014: $0Net Assets 2014: $426,0942014Assets 2015: $396,755Liabilities 2015: $0Net Assets 2015: $396,7552015Assets 2016: $408,045Liabilities 2016: $0Net Assets 2016: $408,0452016Assets 2017: $434,182Liabilities 2017: $0Net Assets 2017: $434,1822017Assets 2019: $437,539Liabilities 2019: $0Net Assets 2019: $437,5392019Assets 2020: $472,680Liabilities 2020: $0Net Assets 2020: $472,6802020Assets 2021: $501,117Liabilities 2021: $0Net Assets 2021: $501,1172021Assets 2022: $417,728Liabilities 2022: $0Net Assets 2022: $417,7282022Assets 2023: $398,937Liabilities 2023: $0Net Assets 2023: $398,9372023Assets 2024: $401,469Liabilities 2024: $0Net Assets 2024: $401,4692024

Highlighted filing

2012

Assets$390,988
Liabilities$0
Net Assets$390,988

Operations Trend

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

$40K$20K$0-$20KExpenses 2010: $14,6232010Expenses 2011: $17,6462011Expenses 2012: $16,1832012Revenue 2013: $24,544Expenses 2013: $21,295Net Income 2013: $3,2492013Revenue 2014: $26,304Expenses 2014: $21,849Net Income 2014: $4,4552014Revenue 2015: $38,612Expenses 2015: $21,818Net Income 2015: $16,7942015Revenue 2016: $16,703Expenses 2016: $18,588Net Income 2016: -$1,8852016Revenue 2017: $24,115Expenses 2017: $21,897Net Income 2017: $2,2182017Revenue 2019: $21,526Expenses 2019: $16,691Net Income 2019: $4,8352019Revenue 2020: $21,942Expenses 2020: $19,370Net Income 2020: $2,5722020Revenue 2021: $31,182Expenses 2021: $20,805Net Income 2021: $10,3772021Revenue 2022: $18,384Expenses 2022: $7,391Net Income 2022: $10,9932022Revenue 2023: -$6,107Expenses 2023: $12,684Net Income 2023: -$18,7912023Revenue 2024: $18,477Expenses 2024: $15,945Net Income 2024: $2,5322024

Highlighted filing

2012

Revenue-
Expenses$16,183
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
May 10, 2013
Return Version
2012v2.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
GLORIA TERLOUWTrustee-$0--
MARGARET CALDWELLTrustee-$0--
LINDA KLEPINGERTrustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantCENTER FOR ARTS & ARTISTSUNRESTRICTEDPUBLICNEWTON, IA, US$3,750
Paid GrantIOWA SCULPTURE FESTIVALUNRESTRICTEDPUBLICNEWTON, IA, US$2,000
Paid GrantJASPER COUNTY CONCERT ASSOCIATIONUNRESTRICTEDPUBLICNEWTON, IA, US$1,750
Paid GrantART'S CONNECTIONUNRESTRICTEDPUBLICNEWTON, IA, US$1,500
Paid GrantNEWTON COMMUNITY THEATREUNRESTRICTEDPUBLICNEWTON, IA, US$500
Paid GrantNEWTON COMMUNITY EDUCATION FOUNDATIONUNRESTRICTEDPUBLICNEWTON, IA, US$500
Filing and Contact Details

Filer

EIN
42-6131598
Raw XML Appendix387 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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GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold02012-06
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold12012-06
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GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name0ST SALES EDWARD JONES
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock11347 shares of AMERICAN CENTURY DIVERSIFIED BOND FUND
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock2786 shares of BLACKROCK EQUITY DIVIDEND FUND
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock32483 shares of DODGE COX INCOME FUND
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock53963 shares of FEDERATED KAUFMANN FUND CL A
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock6585 shares of HARTFORD CAPITAL APPRECIATION FUND
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock7753 shares of INVESCO VAN KAMPEN GROWTH INCOME FUND
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock82780 shares of JP MORGAN CORE BOND FUND
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock94818 shares of JP MORGAN FEDERAL MONEY MARKET FUND
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock102457 shares of JP MORGAN HIGH YIELD FUND
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock11571 shares of JP MORGAN MID CAP VALUE FUND
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock12904 shares of LOOMIS SAYLES INVESTMENT GRADE
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock133120 shares of MANNING NAPIER WORLD OPP SERIES CL A
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock142511 shares of METROPOLITAN WEST FUNDS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock15828 shares of MUTUTAL GLOBAL DISCOVERY FUND
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock16431 shares of T ROWE PRICE BLUE CHIP GRWTH FUND
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock192310 shares of T ROWE PRICE NEW INCOME FUND
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock20689 shares of LEGG MASON GLBL ASSET MGMT TR
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IRS990PF/SummaryOfDirectCharitableActy/Description10N/A
IRS990PF/SummaryOfDirectCharitableActy/Expenses100
IRS990PF/SumOfProgramRelatedInvestments/Description10N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount01500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount13750
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount22000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount31750
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount4500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount5500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0UNRESTRICTED
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1UNRESTRICTED
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2UNRESTRICTED
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution3UNRESTRICTED
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution4UNRESTRICTED
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution5UNRESTRICTED
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10ART'S CONNECTION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11CENTER FOR ARTS & ARTISTS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine12IOWA SCULPTURE FESTIVAL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine13JASPER COUNTY CONCERT ASSOCIATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine14NEWTON COMMUNITY THEATRE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine15NEWTON COMMUNITY EDUCATION FOUNDATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0PUBLIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus1PUBLIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus2PUBLIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus3PUBLIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus4PUBLIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus5PUBLIC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship1NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship2NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship3NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship4NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship5NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10PO BOX 81
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine11PO BOX 5
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine123000 N 4TH AVE E
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine13PO BOX 1252
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine141701 S 8TH AVE E
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine15807 S 6TH AVE W
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0NEWTON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1NEWTON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2NEWTON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City3NEWTON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City4NEWTON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City5NEWTON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0IA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1IA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State2IA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State3IA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State4IA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State5IA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode050208
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode150208
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode250208
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode350208
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode450208
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode550208
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear010000
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/AppliedToCurrentYear010000
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted018967
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear108967
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear2019199
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear309828
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear406374
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear503786
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus08967
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY08967
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear039187
IRS990PF/UndistributedIncome/ExcessFromYear108967
IRS990PF/UndistributedIncome/ExcessFromYear2019199
IRS990PF/UndistributedIncome/ExcessFromYear309828
IRS990PF/UndistributedIncome/ExcessFromYear401193
IRS990PF/UndistributedIncome/QualifyingDistributions010000
IRS990PF/UndistributedIncome/TotalCorpus039187
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover048154
IRS990PF/UndistributedIncome/UndistributedIncomeCY00
LegalFeesSchedule/LegalFees/Amount0364
LegalFeesSchedule/LegalFees/Category0ATTORNEY FEES
OtherExpensesSchedule/OtherExpenses/Description0EDWARD JONES ADVISORY FEES
OtherExpensesSchedule/OtherExpenses/Description1BANK SERVICE FEES OVERDRAFT
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks04917
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks1200
OtherIncreasesSchedule/OtherIncreases/Amount036938
OtherIncreasesSchedule/OtherIncreases/Description0DIFFERENCE IN RETAINED EARNINGS
TaxesSchedule/Taxes/Amount0190
TaxesSchedule/Taxes/Amount162
TaxesSchedule/Taxes/Category0Income tax
TaxesSchedule/Taxes/Category1FOREIGN TAX PAID
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0426131598
ReturnHeader/Filer/Name/BusinessNameLine10JEAN AND MURRAY NELSON FOUNDATION
ReturnHeader/Filer/NameControl0JEAN
ReturnHeader/Filer/Phone06417924160
ReturnHeader/Filer/USAddress/AddressLine10211 1ST AVE W
ReturnHeader/Filer/USAddress/City0NEWTON
ReturnHeader/Filer/USAddress/State0IA
ReturnHeader/Filer/USAddress/ZIPCode050208
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02013-05-10
ReturnHeader/Officer/Name0LINDA KLEPINGER
ReturnHeader/Officer/Title0TRUSTEE
ReturnHeader/Preparer/DatePrepared02013-05-10
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10Caldwell Brierly PLLC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10211 1st Ave W
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0Newton
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0IA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode050208
ReturnHeader/Preparer/Name0Randal B Caldwell
ReturnHeader/Preparer/Phone06417924160
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-05-10T08:40:27-00:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.01$0.00$4.01$0.18$0.16$0.03
2023Detailed filing. Detailed filing data is available for this year.$3.99$0.00$3.99$0.06$0.13$0.19
2022Detailed filing. Detailed filing data is available for this year.$4.18$0.00$4.18$0.18$0.07$0.11
2021Detailed filing. Detailed filing data is available for this year.$5.01$0.00$5.01$0.31$0.21$0.10
2020Detailed filing. Detailed filing data is available for this year.$4.73$0.00$4.73$0.22$0.19$0.03
2019Detailed filing. Detailed filing data is available for this year.$4.38$0.00$4.38$0.22$0.17$0.05
2017Detailed filing. Detailed filing data is available for this year.$4.34$0.00$4.34$0.24$0.22$0.02
2016Detailed filing. Detailed filing data is available for this year.$4.08$0.00$4.08$0.17$0.19$0.02
2015Detailed filing. Detailed filing data is available for this year.$3.97$0.00$3.97$0.39$0.22$0.17
2014Detailed filing. Detailed filing data is available for this year.$4.26$0.00$4.26$0.26$0.22$0.04
2013Detailed filing. Detailed filing data is available for this year.$4.27$0.00$4.27$0.25$0.21$0.03
2012Detailed filing. Detailed filing data is available for this year.$3.91$0.00$3.91$0.16
2011Detailed filing. Detailed filing data is available for this year.$3.54$0.00$3.54$0.18
2010Detailed filing. Detailed filing data is available for this year.$3.53$0.00$3.53$0.15