Civic Intelligence

Herbert W Mehl Trust

990PF • Fiscal year 2014 • EIN 42-6300079

Jan 01, 2014 to Dec 31, 2014 • Filed on May 04, 2015

Organization Profile
PO Box 728Burlington, IA 52601

(319) 753-9130

Siviq Scores

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

Liabilities / Assets

36th percentile

0.00x

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

2014 filings • $500k-$1M nonprofits • Source year 2014

Liabilities / Revenue

36th percentile

0.00x

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

2014 filings • $500k-$1M nonprofits • Source year 2014

Net Margin

94th percentile

66%

Higher net margin than 94% of similar nonprofits.

2014 filings • $500k-$1M nonprofits • Source year 2014

Top Officer Pay

54th percentile

$2,870

Higher top officer pay than 54% of similar nonprofits.

Top officer pay equals 1.8% of source-year revenue.

2014 filings • $500k-$1M nonprofits • Source year 2014

Asset Growth

81st percentile

17%

Faster asset growth than 81% of similar nonprofits.

2014 filings • $500k-$1M nonprofits • Annualized from 2013 to 2014

Revenue Growth

97th percentile

312%

Faster revenue growth than 97% of similar nonprofits.

2014 filings • $500k-$1M nonprofits • Annualized from 2013 to 2014

Balance Sheet
Liabilities / Assets36th percentile

Assets

Up

$727,462

Up $105,695 (+17%) from 2013

Net Assets

$727,462

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2013

Revenue And Expenses
Liabilities / Revenue36th percentileNet Margin94th percentile

Revenue

Up

$159,683

Up $120,878 (+312%) from 2013

Expenses

Down

$53,988

Down $1,683 (-3.0%) from 2013

Net Income

Up

$105,695

Up $122,561 (+727%) from 2013

Historical Trend

Balance Sheet Trend

Asset Growth81st percentile

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

$800K$600K$400K$200K$0Assets 2011: $653,287Liabilities 2011: $02011Assets 2012: $638,632Liabilities 2012: $0Net Assets 2012: $638,6322012Assets 2013: $621,767Liabilities 2013: $02013Assets 2014: $727,462Liabilities 2014: $0Net Assets 2014: $727,4622014Assets 2015: $701,777Liabilities 2015: $0Net Assets 2015: $701,7772015Assets 2016: $676,305Liabilities 2016: $0Net Assets 2016: $676,3052016Assets 2017: $652,325Liabilities 2017: $0Net Assets 2017: $652,3252017Assets 2018: $642,906Liabilities 2018: $0Net Assets 2018: $642,9062018Assets 2019: $627,052Liabilities 2019: $0Net Assets 2019: $627,0522019Assets 2020: $608,840Liabilities 2020: $0Net Assets 2020: $608,8382020Assets 2021: $592,611Liabilities 2021: $0Net Assets 2021: $592,6112021Assets 2022: $569,924Liabilities 2022: $0Net Assets 2022: $569,9242022Assets 2023: $546,105Liabilities 2023: $0Net Assets 2023: $546,1052023Assets 2024: $543,827Liabilities 2024: $0Net Assets 2024: $543,8272024

Highlighted filing

2014

Assets$727,462
Liabilities$0
Net Assets$727,462
Open 2014 Filing

Operations Trend

Revenue Growth97th percentile

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

$200K$150K$100K$50K$0-$50KRevenue 2011: $23,914Expenses 2011: $55,485Net Income 2011: -$31,5712011Expenses 2012: $54,3742012Revenue 2013: $38,805Expenses 2013: $55,671Net Income 2013: -$16,8662013Revenue 2014: $159,683Expenses 2014: $53,988Net Income 2014: $105,6952014Revenue 2015: $33,252Expenses 2015: $58,937Net Income 2015: -$25,6852015Revenue 2016: $31,402Expenses 2016: $56,874Net Income 2016: -$25,4722016Revenue 2017: $31,940Expenses 2017: $55,920Net Income 2017: -$23,9802017Revenue 2018: $50,179Expenses 2018: $59,598Net Income 2018: -$9,4192018Revenue 2019: $34,653Expenses 2019: $50,507Net Income 2019: -$15,8542019Revenue 2020: $40,495Expenses 2020: $58,709Net Income 2020: -$18,2142020Revenue 2021: $43,458Expenses 2021: $59,687Net Income 2021: -$16,2292021Revenue 2022: $37,779Expenses 2022: $60,466Net Income 2022: -$22,6872022Revenue 2023: $27,298Expenses 2023: $51,117Net Income 2023: -$23,8192023Revenue 2024: $50,479Expenses 2024: $52,757Net Income 2024: -$2,2782024

Highlighted filing

2014

Revenue$159,683
Expenses$53,988
Net Income$105,695
Open 2014 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
May 4, 2015
Return Version
2014v5.0
Compensation and Service Providers
Top Officer Pay54th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LEE COUNTY BANK TRUSTTrustee-$2,870-$2,870
TWO RIVERS BANK TRUSTTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Herbert W Mehl Trust
EIN
42-6300079
Phone
3197539130
Address
PO BOX 728, BURLINGTON, IA 52601

Signing Officer

Name
John Walz
Title
Trust Officer
Phone
3197539130
Signed
2015-05-04
Discuss with paid preparer
Yes

Preparer

Firm
CPA Associates Pc
Address
PO BOX 547, BURLINGTON, IA 52601
Preparer
Michael W Dick
Phone
3197526348
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm40JOHNSON & JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm41JOHNSON CONTROLS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm42LOWES
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm43MASTERCARD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm44NATIONAL OILWELL
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm45NOVARTIS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm46NOVO NORDISK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm47ORACLE
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm48PETSMART
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm49PHILLIP MORRRIS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm50POTASH CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm51SCHLUMBERGER
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm52UNILEVER
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm53UPS
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm54VAN ECK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm55VISA
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm56WALMART
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0423
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0423
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0423
IRS990PF/FMVAssetsEOYAmt0853170
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IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt019763
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IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt0621767
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt0727462
IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt040539
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0696930
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IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt036320
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0726407
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0LEE COUNTY BANK TRUST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1TWO RIVERS BANK TRUST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0PO BOX 280
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0FT MADISON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1BURLINGTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0IA
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd152601
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt051032
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt051455
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt055672
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt049588
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
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Document Assets

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Filings

Displayed year

2014 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$727,462
Liabilities
$0
Net assets
$727,462
Revenue
$159,683
Expenses
$53,988
Net income
$105,695
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet 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