Civic Intelligence

Anna Beal Trust Waterloo Savings Bank Trustee

990PF • Fiscal year 2012 • EIN 42-6193621

Jan 01, 2012 to Dec 31, 2012 • Filed on Apr 25, 2013

US Bank Na PO Box 204353201-9668
Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$573,708

Flat from 2012

Net Assets

$573,708

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2012

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

Flat

$37,530

Flat from 2012

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: $583,528Liabilities 2010: $0Net Assets 2010: $583,5282010Assets 2011: $579,557Liabilities 2011: $0Net Assets 2011: $579,5572011Assets 2012: $573,708Liabilities 2012: $0Net Assets 2012: $573,7082012Assets 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

2012

Assets$573,708
Liabilities$0
Net Assets$573,708

Operations Trend

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

$150K$100K$50K$0-$50KExpenses 2010: $24,5362010Expenses 2011: $48,7572011Expenses 2012: $37,5302012Revenue 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

2012

Revenue-
Expenses$37,530
Net Income-
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Apr 25, 2013
Return Version
2012v2.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
-TrusteeFT$7,579-$7,579
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantJESSE HERZOGSCHOLARSHIPN/AAMES, IA, US$4,028
Paid GrantCODY T MICHELSCHOLARSHIPN/APELLA, IA, US$4,028
Paid GrantEMILY NUCAROSCHOLARSHIPN/AGRINNELL, IA, US$4,028
Paid GrantCARL SESSIONSSCHOLARSHIPN/AGRINNELL, IA, US$4,028
Paid GrantSTEVEN WARDSCHOLARSHIPN/AAMES, IA, US$4,028
Paid GrantDANIEL WOLFSCHOLARSHIPN/ACOUNCIL BLUFFS, IA, US$4,028
Paid GrantSTEPHANIE HERBOLDSCHOLARSHIPN/AANKENY, IA, US$4,028
Filing and Contact Details

Filer

EIN
42-6193621
Raw XML AppendixShowing 400 of 644 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/DescriptionOfAsset6346.718 T ROWE PRICE INTL BOND FUND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset7284.63 SCOUT INTERNATIONAL FUND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset8612.35 ABERDEEN FDS EMRGN
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset911.617 INV BALANCE RISK COMM STR Y
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset10278.024 INV BALANCE RISK COMM STR Y
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset115387.568 AMERICAN CENT EQUITY INCOME CL INST
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset12114.94 AMERICAN CENT SMALL CAP VALU INS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset132234.197 BLACKROCK CAPITAL APPREC BR
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset14370.743 CREDIT SUISSE COMM RET ST CO
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1520.271 NEUBERGER BERMAN GENESIS INSTL FD
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset167.915 NEUBERGER BERMAN GENESIS INSTL FD
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset172220.829 NUVEEN NWQ LARGE CAP VALUE I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset181892.424 NUVEEN TRADEWINDS INTL VAL - CL I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset19121.46 NUVEEN REAL ESTATE SECS I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset20317.629 NUVEEN CORE PLUS BOND CLASS I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset214208.37 NUVEEN CORE PLUS BOND CLASS I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2262.546 NUVEEN INFLATION PRO SEC CL I
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2344.253 T ROWE PRICE INTL BOND FUND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset24118.7 ROWE T PRICE MID-CAP VALUE FD INC
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset25306. SPDR DJ WILSHIRE INTERNATIONAL
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2666. SPDR DJ WILSHIRE INTERNATIONAL
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss1357
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss287
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss569
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss6-260
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss12-14
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss136367
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss14-36
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss15-15
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss164
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss172221
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss19531
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss2097
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss211472
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss2264
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss23-31
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss24474
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss25-101
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss2747
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses052
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses1357
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses287
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses3-413
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses42023
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses569
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses6-260
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses7-242
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses8-183
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses91
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses10-5
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainsMinusExcessOrLosses12-14
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired0P
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses0-5849
IRS990PF/ChangesInNetAssetsFundBalances/OtherDecreases00
IRS990PF/ChangesInNetAssetsFundBalances/OtherIncreases00
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IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY0579557
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY0573708
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IRS990PF/DistributableAmount/DistributableAmountAsAdjusted028533
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj028533
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IRS990PF/ExemptPF0X
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Document Assets

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Filings

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
2012Detailed filing. Detailed filing data is available for this year.$5.74$0.00$5.74$0.38
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