Civic Intelligence

Frederick Schleiter Trust 05000742

990PF • Fiscal year 2013 • EIN 42-6155389

May 01, 2012 to Apr 30, 2013 • Filed on Aug 19, 2013

Organization Profile
C/O U S Bank Na P O Box 790053707-7900
Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

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

2013 filings • $500k-$1M nonprofits • Source year 2013

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2013

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2013

Top Officer Pay

62nd percentile

$8,811

Higher top officer pay than 62% of similar nonprofits.

2013 filings • $500k-$1M nonprofits • Source year 2013

Asset Growth

34th percentile

-1.8%

Faster asset growth than 34% of similar nonprofits.

2013 filings • $500k-$1M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets35th percentile

Assets

Down

$965,158

Down $18,028 (-1.8%) from 2012

Net Assets

Down

$965,158

Down $18,028 (-1.8%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$66,415

Up $2,969 (+4.7%) from 2012

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth34th percentile

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

$1.5M$1.0M$500K$0Assets 2010: $1,014,108Liabilities 2010: $0Net Assets 2010: $1,014,1082010Assets 2011: $1,024,669Liabilities 2011: $0Net Assets 2011: $1,024,6692011Assets 2012: $983,186Liabilities 2012: $0Net Assets 2012: $983,1862012Assets 2013: $965,158Liabilities 2013: $0Net Assets 2013: $965,1582013Assets 2014: $974,726Liabilities 2014: $0Net Assets 2014: $974,7262014Assets 2015: $993,541Liabilities 2015: $0Net Assets 2015: $993,5412015Assets 2016: $938,920Liabilities 2016: $0Net Assets 2016: $938,9202016Assets 2017: $936,288Liabilities 2017: $0Net Assets 2017: $936,2882017Assets 2018: $917,307Liabilities 2018: $0Net Assets 2018: $917,3072018Assets 2019: $898,779Liabilities 2019: $0Net Assets 2019: $898,7792019Assets 2020: $882,118Liabilities 2020: $0Net Assets 2020: $882,1182020Assets 2021: $868,150Liabilities 2021: $0Net Assets 2021: $868,1502021Assets 2022: $913,048Liabilities 2022: $0Net Assets 2022: $913,0482022Assets 2023: $869,693Liabilities 2023: $0Net Assets 2023: $869,6932023Assets 2024: $942,598Liabilities 2024: $0Net Assets 2024: $942,5982024Assets 2025: $938,613Liabilities 2025: $0Net Assets 2025: $938,6132025

Highlighted filing

2013

Assets$965,158
Liabilities$0
Net Assets$965,158
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$150K$100K$50K$0-$50K-$100KExpenses 2010: $38,0392010Expenses 2011: $23,2012011Expenses 2012: $63,4462012Expenses 2013: $66,4152013Revenue 2014: $78,632Expenses 2014: $69,064Net Income 2014: $9,5682014Revenue 2015: $57,763Expenses 2015: $35,609Net Income 2015: $22,1542015Revenue 2016: $54,250Expenses 2016: $112,213Net Income 2016: -$57,9632016Revenue 2017: $59,434Expenses 2017: $62,064Net Income 2017: -$2,6302017Revenue 2018: $69,727Expenses 2018: $88,707Net Income 2018: -$18,9802018Revenue 2019: $46,625Expenses 2019: $65,165Net Income 2019: -$18,5402019Revenue 2020: $56,475Expenses 2020: $73,142Net Income 2020: -$16,6672020Revenue 2021: $50,073Expenses 2021: $64,039Net Income 2021: -$13,9662021Revenue 2022: $107,414Expenses 2022: $62,513Net Income 2022: $44,9012022Revenue 2023: $30,984Expenses 2023: $74,342Net Income 2023: -$43,3582023Revenue 2024: $141,104Expenses 2024: $68,194Net Income 2024: $72,9102024Revenue 2025: $57,556Expenses 2025: $61,508Net Income 2025: -$3,9522025

Highlighted filing

2013

Revenue-
Expenses$66,415
Net Income-
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
May 1, 2012 to Apr 30, 2013
Signed
Aug 19, 2013
Return Version
2012v2.1
Compensation and Service Providers
Top Officer Pay62nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-TrusteeFT$8,811-$8,811
RICHARD T JORDANTrustee-$5,611-$5,611
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantUNIVERSITY OF IOWA FOUNDATIONSUPPORT OF ACTIVITIESPUBLIC CHARITYIOWA CITY, IA, US$25,002
Paid GrantIOWA STATE UNIVERSITY FOUNDATIONSUPPORT OF ACTIVITIESPUBLIC CHARITYAMES, IA, US$25,002
Filing and Contact Details

Filer

EIN
42-6155389
Raw XML AppendixShowing 400 of 414 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/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired02004-02-25
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired11999-12-10
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired22011-11-03
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0RICHARD T JORDAN
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IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear5057400
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio00.197147
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions052770
IRS990PF/QualifyingDistributions/AmountsPaidAcqCharitableAssets00
IRS990PF/QualifyingDistributions/AmountsSetAsideCashDistriTest00
IRS990PF/QualifyingDistributions/AmountsSetAsideSuitabilityTest00
IRS990PF/QualifyingDistributions/ExpensesAndContributions053116
IRS990PF/QualifyingDistributions/OnePctSect4940eOrgNetInvstIncm0346
IRS990PF/QualifyingDistributions/ProgramRelatedInvestmentsTotal00
IRS990PF/QualifyingDistributions/QualifyingDistributions053116
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported0false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract0false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets0true
IRS990PF/StatementsRegardingActivities/BooksInCareOfBusinessName/BusinessNameLine10U S BANK NA
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber05152456210
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine10520 WALNUT ST
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City0DES MOINES
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State0IA
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode0503094106
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/Amount025002
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount125002
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0SUPPORT OF ACTIVITIES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1SUPPORT OF ACTIVITIES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10UNIVERSITY OF IOWA FOUNDATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11IOWA STATE UNIVERSITY FOUNDATION
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus1PUBLIC CHARITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship1NONE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10PO BOX 4550
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine112229 LINCOLN WAY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0IOWA CITY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1AMES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0IA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1IA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode0522444550
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode1500147164
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/ShareholderManager0NONE
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear050004
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/AppliedToCurrentYear03112
IRS990PF/UndistributedIncome/AppliedToPriorYears00
IRS990PF/UndistributedIncome/AppliedToYear1050004
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted054738
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/PriorYear102010
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax00
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome00
IRS990PF/UndistributedIncome/QualifyingDistributions053116
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus00
IRS990PF/UndistributedIncome/TaxableAmount100
IRS990PF/UndistributedIncome/TaxableAmount200
IRS990PF/UndistributedIncome/TotalCorpus00
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover00
IRS990PF/UndistributedIncome/TotalForPriorYears00
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY051626
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear050004
LegalFeesSchedule/LegalFees/Amount0900
LegalFeesSchedule/LegalFees/Category0LEGAL FEES
LegalFeesSchedule/LegalFees/DisbursementsCharitablePrps0900
OtherExpensesSchedule/OtherExpenses/Description0COURT COSTS
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps020
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome00
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks020
OtherIncreasesSchedule/OtherIncreases/Amount0189
OtherIncreasesSchedule/OtherIncreases/Description0FORM 990-PF TAX REFUND FOR FY 04/30/2012
TaxesSchedule/Taxes/Amount0319
TaxesSchedule/Taxes/Category0FOREIGN TAXES PAID
TaxesSchedule/Taxes/DisbursementsCharitablePrps00
TaxesSchedule/Taxes/NetInvestmentIncome0319
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0426155389
ReturnHeader/Filer/Name/BusinessNameLine10FREDERICK SCHLEITER TRUST 05000742
ReturnHeader/Filer/NameControl0SCHL

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$965,158
Liabilities
$0
Net assets
$965,158
Revenue
-
Expenses
$66,415
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.94$0.00$0.94$0.06$0.06$0.00
2024Detailed filing. Detailed filing data is available for this year.$0.94$0.00$0.94$0.14$0.07$0.07
2023Detailed filing. Detailed filing data is available for this year.$0.87$0.00$0.87$0.03$0.07$0.04
2022Detailed filing. Detailed filing data is available for this year.$0.91$0.00$0.91$0.11$0.06$0.04
2021Detailed filing. Detailed filing data is available for this year.$0.87$0.00$0.87$0.05$0.06$0.01
2020Detailed filing. Detailed filing data is available for this year.$0.88$0.00$0.88$0.06$0.07$0.02
2019Detailed filing. Detailed filing data is available for this year.$0.90$0.00$0.90$0.05$0.07$0.02
2018Detailed filing. Detailed filing data is available for this year.$0.92$0.00$0.92$0.07$0.09$0.02
2017Detailed filing. Detailed filing data is available for this year.$0.94$0.00$0.94$0.06$0.06$0.00
2016Detailed filing. Detailed filing data is available for this year.$0.94$0.00$0.94$0.05$0.11$0.06
2015Detailed filing. Detailed filing data is available for this year.$0.99$0.00$0.99$0.06$0.04$0.02
2014Detailed filing. Detailed filing data is available for this year.$0.97$0.00$0.97$0.08$0.07$0.01
2013Detailed filing. Detailed filing data is available for this year.$0.97$0.00$0.97$0.07
2012Detailed filing. Detailed filing data is available for this year.$0.98$0.00$0.98$0.06
2011Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.02
2010Detailed filing. Detailed filing data is available for this year.$1.01$0.00$1.01$0.04