Civic Intelligence

R J Mcelroy Trust

990PF • 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

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

Liabilities / Assets

15th percentile

0.00x

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

2024 filings • $25M-$50M nonprofits • Source year 2024

Liabilities / Revenue

15th percentile

0.00x

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

2024 filings • $25M-$50M nonprofits • Source year 2024

Net Margin

14th percentile

-17%

Higher net margin than 14% of similar nonprofits.

2024 filings • $25M-$50M nonprofits • Source year 2024

Top Officer Pay

25th percentile

$87,500

Higher top officer pay than 25% of similar nonprofits.

Top officer pay equals 3.7% of source-year revenue.

2024 filings • $25M-$50M nonprofits • Source year 2024

Asset Growth

24th percentile

-1.0%

Faster asset growth than 24% of similar nonprofits.

2024 filings • $25M-$50M nonprofits • Annualized from 2023 to 2024

Revenue Growth

78th percentile

39%

Faster revenue growth than 78% of similar nonprofits.

2024 filings • $25M-$50M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets15th percentile

Assets

Down

$39,687,281

Down $403,412 (-1.0%) from 2023

Net Assets

$39,687,281

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2023

Revenue And Expenses
Liabilities / Revenue15th percentileNet Margin14th percentile

Revenue

Up

$2,338,001

Up $651,047 (+39%) from 2023

Expenses

Down

$2,741,413

Down $755,635 (-22%) from 2023

Net Income

Up

-$403,412

Up $1,406,682 (+78%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth24th percentile

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

Highlighted filing

2024

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

Operations Trend

Revenue Growth78th percentile

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

Highlighted 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
Compensation and Service Providers
Top Officer Pay25th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
MEGAN MCKENZIEExecutive DiFT$87,500-$87,500
JAMES WATERBURYTrustee-$6,000-$6,000
ROBERT SMITH JRTrustee-$6,000-$6,000
MICHAEL YOUNGTrustee-$6,000-$6,000
SALLY HOLLISTrustee-$6,000-$6,000
KATHY FLYNNTrustee-$6,000-$6,000
RALEIGH BUCKMASTERTrustee-$3,000-$3,000
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 AppendixShowing 400 of 1,696 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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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12MARTIN CURRIE EM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13SCHWAB US TIPS ETF
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt6CLEARLAKE CAP VIII OFFSHORE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt7COHESIVE CAPITAL PARTNERS III
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt8GOLDMAN SACHS VINTAGE FD V OFFSHORE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt9GOLDMAN SACHS VINTAGE FD VI OFFSHORE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt10GOLDMAN SACHS VINTAGE FD VIII OFFSHO
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt11GOLDMAN SACHS VINTAGE FD IX OFFSHORE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt12HAMILTON LANE
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt13HCP MILLENNIUM
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt14MAKENA PERPETUAL VC FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt15PLATINUM ECP VI
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt16PRIVATE EQUITY CORE FUND III
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt18OAK STREET REC VI
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt19PENN SQUARE GLOBAL REAL ESTATE FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt20POINTER OFFSHORE ACCOUNT
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt21THIRD POINT LLC
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt22TOWN SQUARE REAL ESTATE ALPHA FUND
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt23NEW CONT/DIST
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd1AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd2AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd3AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd4AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd5AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd6AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd7AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd8AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd9AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd10AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd11AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd12AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd13AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd14AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd15AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd16AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd17AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd18AT COST
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd20AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd21AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd22AT COST
InvestmentsOtherSchedule2/InvestmentsOtherGrp/ListedAtCostOrFMVCd23AT COST
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt0512480
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt01435393
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt0325351
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/BusinessCd0900099
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/BusinessCd1900099
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/BusinessCd2900099
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/BusinessCd3900099
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/BusinessCd4900099
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/BusinessCd5900099
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IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc1INVESTMENT ALLOCATED ORDINA
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc2BLACKSTONE ENERGY
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc3GOLDMAN SACHS
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc4GOLDMAN SACHS IX
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc5THIRD POINT OFFSHORE
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc6BLUE OWL RE V
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc7BLUE OWL RE VI
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc8PECP VI
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc9OTHER INCOME
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc10BAYVIEW III
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc11BAYVIEW IV
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc12COHESIVE CAPITAL PARTNERS
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc13PRIVATE EQUITY CORE FUND
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc14PENN SQUARE GLOBAL
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc15TOWN SQUARE REAL ESTATE ALP
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IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt224
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt3-1652
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt4-10778
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt5-2934

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Filings

Displayed year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$39,687,281
Liabilities
$0
Net assets
$39,687,281
Revenue
$2,338,001
Expenses
$2,741,413
Net income
-$403,412
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
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