Civic Intelligence

Winfield W Scott Margaret C Scott & Marie K Brennan Char Trust Fund

990PF • Fiscal year 2010 • EIN 42-6338433

Apr 01, 2009 to Mar 31, 2010 • Filed on Jun 03, 2010

Organization Profile
C/O US Bank Na P O Box 204353201-9668
Siviq Scores

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

Liabilities / Assets

21st percentile

0.00x

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

2010 filings • $1M-$5M nonprofits • Source year 2010

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2010

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2010

Top Officer Pay

77th percentile

$10,610

Higher top officer pay than 77% of similar nonprofits.

2010 filings • $1M-$5M nonprofits • Source year 2010

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2010

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets21st percentile

Assets

$2,188,666

No earlier filing loaded for comparison.

Net Assets

$2,188,666

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

$87,909

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$3.0M$2.0M$1.0M$0Assets 2010: $2,188,666Liabilities 2010: $0Net Assets 2010: $2,188,6662010Assets 2011: $2,169,857Liabilities 2011: $0Net Assets 2011: $2,169,8572011Assets 2012: $2,112,188Liabilities 2012: $0Net Assets 2012: $2,112,1882012Assets 2013: $2,128,868Liabilities 2013: $0Net Assets 2013: $2,128,8682013Assets 2014: $2,184,617Liabilities 2014: $0Net Assets 2014: $2,184,6172014Assets 2015: $2,266,733Liabilities 2015: $0Net Assets 2015: $2,266,7332015Assets 2016: $2,309,247Liabilities 2016: $0Net Assets 2016: $2,309,2472016Assets 2017: $2,402,245Liabilities 2017: $0Net Assets 2017: $2,402,2452017Assets 2018: $2,381,750Liabilities 2018: $0Net Assets 2018: $2,381,7502018Assets 2019: $2,301,701Liabilities 2019: $0Net Assets 2019: $2,301,7012019Assets 2020: $2,370,285Liabilities 2020: $0Net Assets 2020: $2,370,2852020Assets 2021: $2,299,607Liabilities 2021: $0Net Assets 2021: $2,299,6072021Assets 2022: $2,461,256Liabilities 2022: $0Net Assets 2022: $2,461,2562022Assets 2023: $2,447,417Liabilities 2023: $0Net Assets 2023: $2,447,4172023Assets 2024: $2,477,171Liabilities 2024: $0Net Assets 2024: $2,477,1712024Assets 2025: $2,433,782Liabilities 2025: $0Net Assets 2025: $2,433,7822025

Highlighted filing

2010

Assets$2,188,666
Liabilities$0
Net Assets$2,188,666
Open 2010 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$400K$200K$0-$200KExpenses 2010: $87,9092010Expenses 2011: $107,5332011Expenses 2012: $115,3892012Expenses 2013: $110,7042013Revenue 2014: $177,295Expenses 2014: $121,537Net Income 2014: $55,7582014Revenue 2015: $213,503Expenses 2015: $131,324Net Income 2015: $82,1792015Revenue 2016: $184,598Expenses 2016: $142,478Net Income 2016: $42,1202016Revenue 2017: $234,667Expenses 2017: $141,385Net Income 2017: $93,2822017Revenue 2018: $124,466Expenses 2018: $144,143Net Income 2018: -$19,6772018Revenue 2019: $144,889Expenses 2019: $224,939Net Income 2019: -$80,0502019Revenue 2020: $132,116Expenses 2020: $78,658Net Income 2020: $53,4582020Revenue 2021: $95,709Expenses 2021: $151,209Net Income 2021: -$55,5002021Revenue 2022: $321,910Expenses 2022: $160,192Net Income 2022: $161,7182022Revenue 2023: $164,816Expenses 2023: $178,650Net Income 2023: -$13,8342023Revenue 2024: $177,906Expenses 2024: $148,150Net Income 2024: $29,7562024Revenue 2025: $112,433Expenses 2025: $155,812Net Income 2025: -$43,3792025

Highlighted filing

2010

Revenue-
Expenses$87,909
Net Income-
Open 2010 Filing
Jump To
Filing Snapshot
Filing Period
Apr 1, 2009 to Mar 31, 2010
Signed
Jun 3, 2010
Return Version
2009v1.3
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-TrusteeFT$10,610-$10,610
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantST AUGUSTIN'S CHURCH CORPSUPPORT OF ACTIVITIESPUBLIC CHARITYDES MOINES, IA, US$37,222
Paid GrantWESTMINSTER UNITEDFOR SUPPORT OF ACTIVITIESPUBLIC CHARITYDES MOINES, IA, US$37,222
Filing and Contact Details

Filer

EIN
42-6338433
Raw XML AppendixShowing 400 of 596 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.

Path#Value
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AccountingFeesSchedule/AccountingFees/Category0U.S. BANK, N.A., TAX PREP FEE
AccountingFeesSchedule/AccountingFees/DisbursementsCharitablePrps0700
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InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue148328
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue252770
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue350730
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InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue553275
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue650213
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue749823
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue876222
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue951276
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InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue1151482
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InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond0BOEING CAPITAL CP 7.375% 9/10
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond1GENERAL ELEC CAP 4.875% 10/10
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond2VERIZON GLOBAL FD 7.25% 12/10
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond3BEAR STEARNS CO INC 5.5% 8/11
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond4HERSHEY CO 5.3% 9/1/11
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond5JOHN DEERE CAP CORP 7% 3/15/12
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond6MERRILL LYNCH & CO 6.05% 8/12
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond7AMERICAN GENERAL FIN 5.9% 9/12
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond8MCGRAW HILL INC 5.375% 11/12
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond9UNITED PARCEL 4.5% 1/15/13
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond10GLAXOSMITHKLINE 4.85% 5/15/13
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond11BERKSHIRE HATH 4.6% 5/15/13
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond12PRUDENTIAL FIN MT 4.75% 4/1/14
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond13GENERAL ELEC CAP 5.5% 6/4/14
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond14CONOCO FUNDING 6.35% 10/15/11
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond15QUEBEC PROVINCE 5.125% 11/16
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond16CATERPILLAR FIN SERV 4.5% 6/09
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond17PROCTER & GAMBLE 3.5% 2/15
InvestmentsOtherSchedule2/InvestmentsOther/BookValue0144488
InvestmentsOtherSchedule2/InvestmentsOther/BookValue187000
InvestmentsOtherSchedule2/InvestmentsOther/BookValue230000
InvestmentsOtherSchedule2/InvestmentsOther/BookValue3276488
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InvestmentsOtherSchedule2/InvestmentsOther/BookValue628000
InvestmentsOtherSchedule2/InvestmentsOther/BookValue746000
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InvestmentsOtherSchedule2/InvestmentsOther/BookValue1360000
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InvestmentsOtherSchedule2/InvestmentsOther/BookValue1562000
InvestmentsOtherSchedule2/InvestmentsOther/BookValue1632000
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem0DODGE & COX STOCK FUND
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem1AMERICAN EUROPACIFIC GROWTH
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem2FIRST AMER REAL ESTATE SEC FD
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InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem4FIRST AMER MID CAP GRWTH OPP
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem5AMERICAN GROWTH FD OF AMERICA
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem6LAUDUS ROSEN INTL S C FUND
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem7T ROWE PRICE SMALL CAP VALUE
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem8T ROWE PRICE MID CAP VALUE FD
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem9VANGUARD WINDSOR II FD ADMIRAL
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InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem11EATON VANCE LARGE CAP VALUE FD
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem12LAUDUS INTL MRKTMASTERS INV FD
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem13AMER CENT NEW OPPORT II CL INV
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem14NEUBERGER BERMAN GENESIS INST
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InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem16SCOUT INTERNATIONAL FUND
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem17PIMCO TOTAL RETURN FUND
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem18FIRST AMER HIGH INCOME BOND FD
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem19CREDIT SUISSE COMM RET ST CO
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem20FIRST AMER GLOBL INFRAS
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem21GOLDMAN SACHS M C VALUE FUND
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem22TEMPLETON FDS INC EMERGING MKT
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem23VANGUARD EXPLORER FUND
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem24VANGUARD INTL GROWTH PORT
InvestmentsOtherSchedule2/InvestmentsOther/EOYFMV0147556
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired02008-11-28
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired12008-06-20
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired52008-06-20
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired62004-06-16
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired72007-12-20
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired82005-12-28
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired92007-12-20
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired102009-07-29
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired112007-12-17
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired122009-07-29
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired142009-02-05
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired152009-02-04
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired162008-12-12
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired172008-06-20
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired182009-12-14
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired242008-06-20
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired252006-12-19
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold02009-07-29
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold12009-07-29
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold22009-06-15
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold32009-09-16
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold42010-03-12
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold52009-07-29
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold192010-02-08
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold202009-07-29
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold212009-09-16
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold222009-09-16
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold232009-09-16
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold242010-03-12
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold252010-03-12
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset11219.512 AMER CENT NEW OPPORTU II CL INV
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset250000. CATERPILLAR FIN SERV 4.500% 6/15/09
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset4288.328 DODGE & COX STOCK FUND
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset9975.972 FIRST AMER SMALL CAP GWTH OPP CL Y
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset101245.847 AMERICAN GROWTH FD OF AMER CL A #5
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2141.36 T ROWE PRICE MID CAP VALUE CL ADV
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset221716.12 T ROWE PRICE MID CAP VALUE CL ADV
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset231481.959 LAUDUS INTL MRKTMASTERS INV FUND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset241541.784 LAUDUS INTL MRKTMASTERS INV FUND
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset25595.92 VANGUARD WINDSOR II FUND ADMIRAL 573
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice2323000
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GrossSalesPrice2526000
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses0-167466
IRS990PF/ChangesInNetAssetsFundBalances/OtherDecreases00
IRS990PF/ChangesInNetAssetsFundBalances/OtherIncreases00
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal02188666
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY02356132
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY02188666
IRS990PF/DistributableAmount/DeductionFrDistributableAmount00

Document Assets

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Filings

Displayed year

2010 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,188,666
Liabilities
$0
Net assets
$2,188,666
Revenue
-
Expenses
$87,909
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$2.43$0.00$2.43$0.11$0.16$0.04
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.48$0.00$2.48$0.18$0.15$0.03
2023Detailed filing. Detailed filing data is available for this year.$2.45$0.00$2.45$0.16$0.18$0.01
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.46$0.00$2.46$0.32$0.16$0.16
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.30$0.00$2.30$0.10$0.15$0.06
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.37$0.00$2.37$0.13$0.08$0.05
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.30$0.00$2.30$0.14$0.22$0.08
2018Detailed filing. Detailed filing data is available for this year.$2.38$0.00$2.38$0.12$0.14$0.02
2017Detailed filing. Detailed filing data is available for this year.$2.40$0.00$2.40$0.23$0.14$0.09
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.31$0.00$2.31$0.18$0.14$0.04
2015Detailed filing. Detailed filing data is available for this year.$2.27$0.00$2.27$0.21$0.13$0.08
2014Detailed filing. Detailed filing data is available for this year.$2.18$0.00$2.18$0.18$0.12$0.06
2013Detailed filing. Detailed filing data is available for this year.$2.13$0.00$2.13$0.11
2012Detailed filing. Detailed filing data is available for this year.$2.11$0.00$2.11$0.12
2011XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.17$0.00$2.17$0.11
2010Detailed filing. Detailed filing data is available for this year.$2.19$0.00$2.19$0.09