Herbert W Mehl Trust

990PF • Fiscal year 2012 • EIN 42-6300079

Jan 01, 2012 to Dec 31, 2012 • Filed on May 14, 2013

Organization Profile

PO Box 28052627-2805

Siviq Scores

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

0.00x

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

2012 filings • $500k-$1M nonprofits • Source year 2012

No value available

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

Source year 2012

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

$5,208

Higher top officer pay than 78% of similar nonprofits.

2012 filings • $500k-$1M nonprofits • Source year 2012

-2.2%

Faster asset growth than 35% of similar nonprofits.

2012 filings • $500k-$1M nonprofits • Annualized from 2011 to 2012

No value available

No valid filing value is available for this score.

Balance Sheet

Liabilities / Assets35th percentile

Assets

Down

$638,632

Down $14,655 (-2.2%) from 2011

Net Assets

$638,632

No earlier filing loaded for comparison.

Liabilities

Flat

Flat from 2011

Revenue And Expenses

Liabilities / RevenueScore unavailable Net MarginScore unavailable

Revenue

No earlier filing loaded for comparison.

Expenses

Down

$54,374

Down $1,111 (-2.0%) from 2011

Net Income

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth35th percentile

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

Highlighted filing

2012

Assets$638,632

Liabilities$0

Net Assets$638,632

Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

Highlighted filing

2012

Revenue-

Expenses$54,374

Net Income-

Open 2012 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2012 to Dec 31, 2012
Signed: May 14, 2013
Return Version: 2012v2.1

Compensation and Service Providers

Top Officer Pay78th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
Lee County Bank and Trust NA	Trustee	-	$5,208	-	$5,208

Grants and Assistance

Foundation Grants and Related Investments

Type	Recipient	Purpose	Status	Location	Amount
Paid Grant	-	General gift per Trust	Public	Akron, PA, US	$8,928
Paid Grant	-	General gift per Trust	Public	Des Moines, IA, US	$8,928
Paid Grant	-	General gift per Trust	Public	Saint Charles, MO, US	$8,928
Paid Grant	-	General gift per Trust	Public	Tampa, FL, US	$8,928
Paid Grant	-	General gift per Trust	Public	Piney Woods, MS, US	$8,928
Paid Grant	-	General Gift per Trust	Public	Burlington, IA, US	$1,000

Filing and Contact Details

Filer

EIN: 42-6300079

Raw XML Appendix395 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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InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem	2	Vanguard Total Stock Mkt Idx
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired	0	2011-07-01
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired	1	2009-06-15
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired	2	2008-12-30
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold	0	2012-12-26
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold	4	2012-09-24
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset	0	Vanguard Health Care--CG reinvest
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset	1	Vanguard Emerging Markets
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset	2	Vanguard Sector Index
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset	3	Vanguard Index Fds Mid Cap
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset	4	Vanguard Index FDS Small cap
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName	0	Lee County Bank and Trust NA
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IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities	0	false
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IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation	0	false
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IRS990PF/StatementsRegardingActivities/StatesFiledWith	0	IA
IRS990PF/StatementsRegardingActivities/TerminationEtc	0	false
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IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson	0	false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings	0	false
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IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals	0	false
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IRS990PF/StatementsRegardingActy4720/InfluenceElection	0	false
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount	0	1000
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount	2	8928
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount	3	8928
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount	4	8928
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount	5	8928
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution	0	General Gift per Trust
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution	1	General gift per Trust
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution	2	General gift per Trust
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution	3	General gift per Trust
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution	4	General gift per Trust
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution	5	General gift per Trust
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus	0	Public
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus	1	Public
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus	2	Public
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus	3	Public
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus	4	Public
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus	5	Public
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName	0	Salvation Army
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName	1	Mennonite Central Committee
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName	2	Easter Seal Society of Iowa
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName	3	Emmaus Homes Inc
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName	4	Shriners Hospitals for Childre
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName	5	Piney Woods Country Life Schoo
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1	0	PO Box 67
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1	1	21 S 12th St PO Box 500
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1	2	PO Box 4001
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1	3	PO Box 220
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1	4	2900 Rocky Point Dr
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1	5	PO Box 57
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City	0	Burlington
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City	1	Akron
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City	2	Des Moines
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City	3	Saint Charles
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City	4	Tampa
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City	5	Piney Woods
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State	0	IA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State	1	PA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State	2	IA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State	3	MO
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State	4	FL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State	5	MS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode	0	52601
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode	1	17501
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode	2	50313
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode	3	63301
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode	4	33607
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode	5	39148
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected	0	X
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear	0	45640
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees	0	false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc	0	false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO	0	false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements	0	false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs	0	false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc	0	false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets	0	false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc	0	false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO	0	false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO	0	false
IRS990PF/UndistributedIncome/AppliedToCurrentYear	0	33801
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted	0	33801
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear1	0	13908
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear2	0	13250
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear3	0	12532
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear4	0	20074
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear5	0	15701
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus	0	16110
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY	0	16110
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear	0	75465
IRS990PF/UndistributedIncome/ExcessFromCurrentYear	0	16110
IRS990PF/UndistributedIncome/ExcessFromYear1	0	13908
IRS990PF/UndistributedIncome/ExcessFromYear2	0	13250
IRS990PF/UndistributedIncome/ExcessFromYear3	0	12532
IRS990PF/UndistributedIncome/ExcessFromYear4	0	19665
IRS990PF/UndistributedIncome/QualifyingDistributions	0	49911
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus	0	16110
IRS990PF/UndistributedIncome/TotalCorpus	0	75465
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover	0	75465
IRS990PF/UndistributedIncome/UndistributedIncomeCY	0	0
LegalFeesSchedule/LegalFees/AdjustedNetIncome	0	0
LegalFeesSchedule/LegalFees/Amount	0	3325
LegalFeesSchedule/LegalFees/Category	0	attorney fees
LegalFeesSchedule/LegalFees/DisbursementsCharitablePrps	0	1662
LegalFeesSchedule/LegalFees/NetInvestmentIncome	0	1663
OtherExpensesSchedule/OtherExpenses/AdjustedNetIncome	0	0
OtherExpensesSchedule/OtherExpenses/Description	0	Court Costs
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps	0	5
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome	0	5
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks	0	10
OtherIncomeSchedule2/OtherIncome/AdjustedNetIncome	0	0
OtherIncomeSchedule2/OtherIncome/Description	0	Litigation proceeds-Federated
OtherIncomeSchedule2/OtherIncome/NetInvestmentIncome	0	307
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks	0	307
OtherIncreasesSchedule/OtherIncreases/Amount	0	1
OtherIncreasesSchedule/OtherIncreases/Description	0	addition for rounding fractions
OtherProfessionalFeesSchedule/OtherProfessionalFees/AdjustedNetIncome	0	0
OtherProfessionalFeesSchedule/OtherProfessionalFees/Amount	0	5208
OtherProfessionalFeesSchedule/OtherProfessionalFees/Category	0	Trustee Fees
OtherProfessionalFeesSchedule/OtherProfessionalFees/DisbursementsCharitablePrps	0	2604
OtherProfessionalFeesSchedule/OtherProfessionalFees/NetInvestmentIncome	0	2604
TaxesSchedule/Taxes/AdjustedNetIncome	0	0
TaxesSchedule/Taxes/Amount	0	191
TaxesSchedule/Taxes/Category	0	Federal Excise Tax
TaxesSchedule/Taxes/DisbursementsCharitablePrps	0	0
TaxesSchedule/Taxes/NetInvestmentIncome	0	191
ReturnHeader/BuildTS	0	2016-02-25 16:41:14Z
ReturnHeader/Filer/EIN	0	426300079
ReturnHeader/Filer/Name/BusinessNameLine1	0	Herbert W Mehl Trust
ReturnHeader/Filer/NameControl	0	HERB
ReturnHeader/Filer/USAddress/AddressLine1	0	PO Box 280
ReturnHeader/Filer/USAddress/City	0	Fort Madison
ReturnHeader/Filer/USAddress/State	0	IA
ReturnHeader/Filer/USAddress/ZIPCode	0	526272805
ReturnHeader/Officer/AuthorizeThirdParty	0	true
ReturnHeader/Officer/DateSigned	0	2013-05-14
ReturnHeader/Officer/Name	0	Julia M Patterson
ReturnHeader/Officer/Phone	0	3193722243
ReturnHeader/Officer/Title	0	VP & Trust Offi
ReturnHeader/Preparer/DatePrepared	0	2013-05-14
ReturnHeader/PreparerFirm/EIN	0	391883919
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine1	0	Napier Wolf Popejoy & Auge LLP
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine1	0	607 8th St Ste 1
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City	0	Fort Madison
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State	0	IA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode	0	52627
ReturnHeader/Preparer/Name	0	Christy L Popejoy
ReturnHeader/Preparer/Phone	0	3193722934
ReturnHeader/Preparer/SelfEmployed	0	X
ReturnHeader/ReturnType	0	990PF
ReturnHeader/TaxPeriodBeginDate	0	2012-01-01
ReturnHeader/TaxPeriodEndDate	0	2012-12-31
ReturnHeader/TaxYear	0	2012
ReturnHeader/Timestamp	0	2013-05-14T14:28:44-05:00

Document Assets

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Filings

Displayed year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $638,632
Liabilities: $0
Net assets: $638,632
Revenue: -
Expenses: $54,374
Net income: -

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2024Detailed filing. Detailed filing data is available for this year.	$5.44	$0.00	$5.44	$0.50	$0.53	$0.02
2023Detailed filing. Detailed filing data is available for this year.	$5.46	$0.00	$5.46	$0.27	$0.51	$0.24
2022Detailed filing. Detailed filing data is available for this year.	$5.70	$0.00	$5.70	$0.38	$0.60	$0.23
2021Detailed filing. Detailed filing data is available for this year.	$5.93	$0.00	$5.93	$0.43	$0.60	$0.16
2020Detailed filing. Detailed filing data is available for this year.	$6.09	$0.00	$6.09	$0.40	$0.59	$0.18
2019Detailed filing. Detailed filing data is available for this year.	$6.27	$0.00	$6.27	$0.35	$0.51	$0.16
2018Detailed filing. Detailed filing data is available for this year.	$6.43	$0.00	$6.43	$0.50	$0.60	$0.09
2017Detailed filing. Detailed filing data is available for this year.	$6.52	$0.00	$6.52	$0.32	$0.56	$0.24
2016Detailed filing. Detailed filing data is available for this year.	$6.76	$0.00	$6.76	$0.31	$0.57	$0.25
2015Detailed filing. Detailed filing data is available for this year.	$7.02	$0.00	$7.02	$0.33	$0.59	$0.26
2014Detailed filing. Detailed filing data is available for this year.	$7.27	$0.00	$7.27	$1.60	$0.54	$1.06
2013Summary only. Only limited summary data is available for this year.	$6.22	$0.00		$0.39	$0.56	$0.17
2012Detailed filing. Detailed filing data is available for this year.	$6.39	$0.00	$6.39		$0.54
2011Summary only. Only limited summary data is available for this year.	$6.53	$0.00		$0.24	$0.55	$0.32