Civic Intelligence

Anna Beal Trust Waterloo Savings Bank Trustee

990PF • Fiscal year 2011 • EIN 42-6193621

Jan 01, 2011 to Dec 31, 2011 • Filed on May 14, 2012

Organization Profile
US Bank Na PO Box 204353201-9668
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.

2011 filings • $500k-$1M nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

82nd percentile

$7,517

Higher top officer pay than 82% of similar nonprofits.

2011 filings • $500k-$1M nonprofits • Source year 2011

Asset Growth

46th percentile

-0.7%

Faster asset growth than 46% of similar nonprofits.

2011 filings • $500k-$1M nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets35th percentile

Assets

Down

$579,557

Down $3,971 (-0.7%) from 2010

Net Assets

Down

$579,557

Down $3,971 (-0.7%) from 2010

Liabilities

Flat

$0

Flat from 2010

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$48,757

Up $24,221 (+99%) from 2010

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth46th percentile

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

$600K$400K$200K$0Assets 2010: $583,528Liabilities 2010: $0Net Assets 2010: $583,5282010Assets 2011: $579,557Liabilities 2011: $0Net Assets 2011: $579,5572011Assets 2012: $573,708Liabilities 2012: $12012Assets 2013: $566,112Liabilities 2013: $0Net Assets 2013: $566,1122013Assets 2014: $557,312Liabilities 2014: $0Net Assets 2014: $557,3122014Assets 2015: $536,893Liabilities 2015: $0Net Assets 2015: $536,8932015Assets 2016: $521,220Liabilities 2016: $0Net Assets 2016: $521,2202016Assets 2017: $519,049Liabilities 2017: $0Net Assets 2017: $519,0492017Assets 2018: $507,066Liabilities 2018: $0Net Assets 2018: $507,0662018Assets 2019: $505,116Liabilities 2019: $0Net Assets 2019: $505,1162019Assets 2020: $482,945Liabilities 2020: $0Net Assets 2020: $482,9452020Assets 2021: $551,977Liabilities 2021: $0Net Assets 2021: $551,9772021Assets 2022: $525,364Liabilities 2022: $0Net Assets 2022: $525,3642022Assets 2023: $508,445Liabilities 2023: $0Net Assets 2023: $508,4452023Assets 2024: $490,172Liabilities 2024: $0Net Assets 2024: $490,1722024

Highlighted filing

2011

Assets$579,557
Liabilities$0
Net Assets$579,557
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$150K$100K$50K$0-$50KExpenses 2010: $24,5362010Expenses 2011: $48,7572011Revenue 2012: $31,681Expenses 2012: $37,530Net Income 2012: -$5,8492012Revenue 2013: $32,513Expenses 2013: $40,109Net Income 2013: -$7,5962013Revenue 2014: $34,347Expenses 2014: $43,143Net Income 2014: -$8,7962014Revenue 2015: $20,112Expenses 2015: $40,489Net Income 2015: -$20,3772015Revenue 2016: $18,421Expenses 2016: $34,553Net Income 2016: -$16,1322016Revenue 2017: $31,961Expenses 2017: $34,124Net Income 2017: -$2,1632017Revenue 2018: $27,642Expenses 2018: $39,627Net Income 2018: -$11,9852018Revenue 2019: $32,887Expenses 2019: $34,783Net Income 2019: -$1,8962019Revenue 2020: $14,460Expenses 2020: $36,621Net Income 2020: -$22,1612020Revenue 2021: $107,049Expenses 2021: $40,614Net Income 2021: $66,4352021Revenue 2022: $18,105Expenses 2022: $44,709Net Income 2022: -$26,6042022Revenue 2023: $17,691Expenses 2023: $34,607Net Income 2023: -$16,9162023Revenue 2024: $18,492Expenses 2024: $38,846Net Income 2024: -$20,3542024

Highlighted filing

2011

Revenue-
Expenses$48,757
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
May 14, 2012
Return Version
2011v1.2
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-TrusteeFT$7,517-$7,517
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantMILTON GARCIASCHOLARSHIPN/AGRINNELL, IA, US$4,730
Paid GrantNICAELA HAIGSCHOLARSHIPN/AMOUNT VERNON, IA, US$4,730
Paid GrantERIC LINDSAYSCHOLARSHIPN/ASIOUX CITY, IA, US$4,730
Paid GrantBRANDON MACDOUGALLSCHOLARSHIPN/AIOWA CITY, IA, US$4,730
Paid GrantKRISTEN MORROWSCHOLARSHIPN/AAMES, IA, US$4,730
Paid GrantANDREA VAAGESCHOLARSHIPN/APELLA, IA, US$4,730
Paid GrantJORDAN WATKINSSCHOLARSHIPN/ASIOUX CITY, IA, US$4,730
Paid GrantJENNIFER KOHLSSCHOLARSHIPN/AANKENY, IA, US$4,730
Filing and Contact Details

Filer

EIN
42-6193621
Raw XML AppendixShowing 400 of 670 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/DateSold232011-11-08
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold242011-11-08
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold252011-11-08
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold262011-11-08
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold272011-11-08
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold282011-11-08
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold292011-11-08
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset11049.38 AMERICAN CENTY INTL BOND FD INSTL
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset21503.682 CREDIT SUISSE COMM RET ST CO
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset610054.907 NUVEEN INTL SELECT FD CL I
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1192.291 T ROWE PRICE SM CAP VAL
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset15698.235 INV BALANCE RISK COMM STR Y
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset16763.792 CREDIT SUISSE COMM RET ST CO
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset173443.673 EATON VANCE LARGE CAP VAL I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset182028.937 AMERICAN GRW FD OF AMER F2
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1979.21 NEUBERGER BERMAN GENESIS INSTL FD
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset201540.613 PIONEER FUND CL Y
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset21368.928 AMERICAN CENT EQUITY INCOME CL INST
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2244.828 AMERICAN CENT SMALL CAP VALU INS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset237.655 NEUBERGER BERMAN GENESIS INSTL FD
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset24116.047 NUVEEN NWQ LARGE CAP VALUE I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2531.641 NUVEEN TRADEWINDS INTL VAL - CL I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2618.34 NUVEEN HIGH INCOME BOND FD CL I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset271597.758 NUVEEN TOTAL RETURN BOND FD CL I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset28277.814 NUVEEN INTERMEDIATE TERM B CL I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2962.956 ROWE T PRICE MID-CAP VALUE FD INC
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset30CAPITAL GAIN DIVIDENDS
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired0P
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses0-3971
IRS990PF/ChangesInNetAssetsFundBalances/OtherDecreases00
IRS990PF/ChangesInNetAssetsFundBalances/OtherIncreases00
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal0579557
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY0583528
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY0579557
IRS990PF/DistributableAmount/DeductionFrDistributableAmount00
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IRS990PF/DistributableAmount/TotalTax0392
IRS990PF/ExciseTaxBasedOnInvestmentIncm/AmountCreditedToNextYear080
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IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax0392
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Overpayment080
IRS990PF/ExciseTaxBasedOnInvestmentIncm/PenaltyForUnderpayment00
IRS990PF/ExciseTaxBasedOnInvestmentIncm/SubtitleATax00
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IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxPaidWithExtension00
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2011 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$579,557
Liabilities
$0
Net assets
$579,557
Revenue
-
Expenses
$48,757
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.90$0.00$4.90$0.18$0.39$0.20
2023Detailed filing. Detailed filing data is available for this year.$5.08$0.00$5.08$0.18$0.35$0.17
2022Detailed filing. Detailed filing data is available for this year.$5.25$0.00$5.25$0.18$0.45$0.27
2021Detailed filing. Detailed filing data is available for this year.$5.52$0.00$5.52$1.07$0.41$0.66
2020Detailed filing. Detailed filing data is available for this year.$4.83$0.00$4.83$0.14$0.37$0.22
2019Detailed filing. Detailed filing data is available for this year.$5.05$0.00$5.05$0.33$0.35$0.02
2018Detailed filing. Detailed filing data is available for this year.$5.07$0.00$5.07$0.28$0.40$0.12
2017Detailed filing. Detailed filing data is available for this year.$5.19$0.00$5.19$0.32$0.34$0.02
2016Detailed filing. Detailed filing data is available for this year.$5.21$0.00$5.21$0.18$0.35$0.16
2015Detailed filing. Detailed filing data is available for this year.$5.37$0.00$5.37$0.20$0.40$0.20
2014Detailed filing. Detailed filing data is available for this year.$5.57$0.00$5.57$0.34$0.43$0.09
2013Detailed filing. Detailed filing data is available for this year.$5.66$0.00$5.66$0.33$0.40$0.08
2012Summary only. Only limited summary data is available for this year.$5.74$0.00$0.32$0.38$0.06
2011Detailed filing. Detailed filing data is available for this year.$5.80$0.00$5.80$0.49
2010Detailed filing. Detailed filing data is available for this year.$5.84$0.00$5.84$0.25