Civic Intelligence

R J Mcelroy Trust

990T • Fiscal year 2024 • EIN 42-6173496

Jan 01, 2024 to Dec 31, 2024 • Filed on Oct 20, 2025

Organization Profile
114 E 4th Street Ste 300Waterloo, IA 50703

(319) 287-9102

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

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.

$60M$40M$20M$0Assets 2011: $38,182,814Liabilities 2011: $02011Assets 2012: $38,181,402Liabilities 2012: $0Net Assets 2012: $38,181,4022012Assets 2013: $39,166,751Liabilities 2013: $0Net Assets 2013: $39,166,7512013Assets 2014: $41,330,190Liabilities 2014: $0Net Assets 2014: $41,330,1902014Assets 2015: $41,319,254Liabilities 2015: $0Net Assets 2015: $41,319,2542015Assets 2018: $41,273,479Liabilities 2018: $0Net Assets 2018: $41,273,4792018Assets 2019: $39,224,329Liabilities 2019: $0Net Assets 2019: $39,224,3292019Assets 2020: $39,324,050Liabilities 2020: $0Net Assets 2020: $39,324,0502020Assets 2021: $40,735,469Liabilities 2021: $12021Assets 2022: $41,900,787Liabilities 2022: $12022Assets 2023: $40,090,693Liabilities 2023: $12023Assets 2024: $39,687,281Liabilities 2024: $0Net Assets 2024: $39,687,2812024

Latest loaded filing

2024

Assets$39,687,281
Liabilities$0
Net Assets$39,687,281
Open 2024 Filing

Operations Trend

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

$6.0M$4.0M$2.0M$0-$2.0M-$4.0MRevenue 2011: $3,552,898Expenses 2011: $2,560,884Net Income 2011: $992,0142011Expenses 2012: $2,190,4392012Revenue 2013: $3,676,645Expenses 2013: $2,691,296Net Income 2013: $985,3492013Revenue 2014: $4,967,292Expenses 2014: $2,803,853Net Income 2014: $2,163,4392014Revenue 2015: $2,757,610Expenses 2015: $2,768,546Net Income 2015: -$10,9362015Revenue 2018: $2,446,848Expenses 2018: $2,731,627Net Income 2018: -$284,7792018Revenue 2019: $675,796Expenses 2019: $2,724,946Net Income 2019: -$2,049,1502019Revenue 2020: $2,679,847Expenses 2020: $2,580,126Net Income 2020: $99,7212020Revenue 2021: $4,707,613Expenses 2021: $3,296,194Net Income 2021: $1,411,4192021Revenue 2022: $4,204,697Expenses 2022: $3,039,379Net Income 2022: $1,165,3182022Revenue 2023: $1,686,954Expenses 2023: $3,497,048Net Income 2023: -$1,810,0942023Revenue 2024: $2,338,001Expenses 2024: $2,741,413Net Income 2024: -$403,4122024

Latest loaded filing

2024

Revenue$2,338,001
Expenses$2,741,413
Net Income-$403,412
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Oct 20, 2025
Return Version
2024v5.0
Filing and Contact Details

Filer

Filer Name
R J Mcelroy Trust
EIN
42-6173496
Phone
3192879102
Address
114 E 4TH STREET STE 300, WATERLOO, IA 50703

Signing Officer

Name
Robert Smith Jr
Title
Trustee
Phone
3192879102
Signed
2025-10-20
Discuss with paid preparer
Yes

Preparer

Firm
Hogan - Hansen Pc
Address
3128 BROCKWAY ROAD, WATERLOO, IA 50701-5103
Preparer
Eric M Hanna CPA
Phone
3192335225
Raw XML Appendix83 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.

Path#Value
IRS4562/BusinessOrActivityTxt0INDIRECT DEPRECIATION
IRS4562/GeneralDepreciationSystem/GDS5YearProperty/BasisForDepreciationAmt015323
IRS4562/GeneralDepreciationSystem/GDS5YearProperty/DepreciationConventionCd0HY
IRS4562/GeneralDepreciationSystem/GDS5YearProperty/DepreciationDeductionAmt03065
IRS4562/GeneralDepreciationSystem/GDS5YearProperty/DepreciationMethodCd0200 DB
IRS4562/GeneralDepreciationSystem/GDS5YearProperty/RecoveryPrd05.0
IRS4562/GeneralDepreciationSystem/GDSNonRsdntlRealProp/BasisForDepreciationAmt028503
IRS4562/GeneralDepreciationSystem/GDSNonRsdntlRealProp/DepreciationDeductionAmt0457
IRS4562/GeneralDepreciationSystem/GDSNonRsdntlRealProp/MonthAndYearPlacedInServiceDt02024-05
IRS4562/MACRSDedForAstInSrvcBfrPYAmt01684
IRS4562/MaximumDollarLimitationAmt01220000
IRS4562/ThresholdCostOfSect179PropAmt03050000
IRS4562/TotalDepreciationAmt05206
IRS990T/BooksInCareOfDetail/PersonNm0MEGAN MCKENZIE
IRS990T/BooksInCareOfDetail/PhoneNum03192879102
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt0425 CEDAR ST STE 312
IRS990T/BooksInCareOfDetail/USAddress/CityNm0WATERLOO
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IA
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd050701
IRS990T/BookValueAssetsEOYAmt039687281
IRS990T/EstimatedTaxPaymentsAmt02389
IRS990T/ForeignAccountsQuestionInd0false
IRS990T/ForeignTrustQuestionInd0false
IRS990T/Form990TScheduleAAttachedCnt01
IRS990T/NetOperatingLossDeductionAmt00
IRS990T/Organization501cCorporationInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990T/OverpaymentSection/AppliedToESTaxAmt05038
IRS990T/OverpaymentSection/OverpaymentAmt05038
IRS990T/PriorYearOverpaymentCreditAmt06061
IRS990TScheduleA/PrincipalBusinessActivityCd0900099
IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceTotalNum01
IRS990TScheduleA/TotalPrtshpSCorpIncomeAmt017247
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt017247
IRS990TScheduleA/TotUnrltTrdBusIncmAmt017247
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TradeOrBusinessDesc0INTERESTS IN PASSIVE INVEST
IRS990TScheduleA/UBIBeforeNOLDedAmt017247
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt017247
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd0false
IRS990T/TaxableCorporationAmt03412
IRS990T/TaxableTrustAmt00
IRS990T/TaxLessCreditsAmt03412
IRS990T/TotalDeductionAmt01000
IRS990T/TotalPaymentsAmt08450
IRS990T/TotalTaxAmt03412
IRS990T/TotalTaxComputationAmt03412
IRS990T/TotalUBTIAmt016247
IRS990T/TotalUBTIBeforeNOLSpecificAmt017247
IRS990T/TotalUBTIBeforeSection199AAmt017247
IRS990T/TotalUBTIComputedAmt017247
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT SMITH JR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03192879102
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-10-20
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0R J MCELROY TRUST
ReturnHeader/Filer/BusinessNameControlTxt0RJMC
ReturnHeader/Filer/EIN0426173496
ReturnHeader/Filer/PhoneNum03192879102
ReturnHeader/Filer/USAddress/AddressLine1Txt0114 E 4TH STREET STE 300
ReturnHeader/Filer/USAddress/CityNm0WATERLOO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd050703
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0420991212
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0HOGAN - HANSEN PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03128 BROCKWAY ROAD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WATERLOO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0507015103
ReturnHeader/PreparerPersonGrp/PhoneNum03192335225
ReturnHeader/PreparerPersonGrp/PreparationDt02025-10-20
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ERIC M HANNA CPA
ReturnHeader/ReturnTs02025-10-21T09:21:58-04:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2024 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$39.7$0.00$39.7$2.34$2.74$0.40
2024Facts available. Structured filing facts are available, but richer extracted sections are limited.
2023Summary only. Only limited summary data is available for this year.$40.1$0.00$1.69$3.50$1.81
2022Summary only. Only limited summary data is available for this year.$41.9$0.00$4.20$3.04$1.17
2021Summary only. Only limited summary data is available for this year.$40.7$0.00$4.71$3.30$1.41
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$39.3$0.00$39.3$2.68$2.58$0.10
2019Detailed filing. Detailed filing data is available for this year.$39.2$0.00$39.2$0.68$2.72$2.05
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$41.3$0.00$41.3$2.45$2.73$0.28
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$41.3$0.00$41.3$2.76$2.77$0.01
2014Detailed filing. Detailed filing data is available for this year.$41.3$0.00$41.3$4.97$2.80$2.16
2013Detailed filing. Detailed filing data is available for this year.$39.2$0.00$39.2$3.68$2.69$0.99
2012Detailed filing. Detailed filing data is available for this year.$38.2$0.00$38.2$2.19
2011Summary only. Only limited summary data is available for this year.$38.2$0.00$3.55$2.56$0.99