Civic Intelligence

Winifred Emerson Trust 03705210

990PF • Fiscal year 2013 • EIN 42-6362821

Jan 01, 2013 to Dec 31, 2013 • Filed on May 09, 2014

Organization Profile
US Bank Na P O Box 790053707-7900

(319) 356-9147

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.

2013 filings • $500k-$1M nonprofits • Source year 2013

Liabilities / Revenue

38th percentile

0.00x

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

2013 filings • $500k-$1M nonprofits • Source year 2013

Net Margin

28th percentile

-7.0%

Higher net margin than 28% of similar nonprofits.

2013 filings • $500k-$1M nonprofits • Source year 2013

Top Officer Pay

66th percentile

$18,418

Higher top officer pay than 66% of similar nonprofits.

Top officer pay equals 26.9% of source-year revenue.

2013 filings • $500k-$1M nonprofits • Source year 2013

Asset Growth

40th percentile

-0.6%

Faster asset growth than 40% of similar nonprofits.

2013 filings • $500k-$1M nonprofits • Annualized from 2012 to 2013

Revenue Growth

81st percentile

43%

Faster revenue growth than 81% of similar nonprofits.

2013 filings • $500k-$1M nonprofits • Annualized from 2011 to 2013

Balance Sheet
Liabilities / Assets35th percentile

Assets

Down

$818,689

Down $4,778 (-0.6%) from 2012

Net Assets

Down

$818,689

Down $4,778 (-0.6%) from 2012

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / Revenue38th percentileNet Margin28th percentile

Revenue

$68,454

No earlier filing loaded for comparison.

Expenses

Up

$73,232

Up $2,684 (+3.8%) from 2012

Net Income

-$4,778

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth40th percentile

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

$1.0M$500K$0Assets 2010: $898,243Liabilities 2010: $0Net Assets 2010: $898,2432010Assets 2011: $866,786Liabilities 2011: $12011Assets 2012: $823,467Liabilities 2012: $0Net Assets 2012: $823,4672012Assets 2013: $818,689Liabilities 2013: $0Net Assets 2013: $818,6892013Assets 2014: $849,082Liabilities 2014: $0Net Assets 2014: $849,0822014Assets 2015: $825,656Liabilities 2015: $0Net Assets 2015: $825,6562015Assets 2016: $851,959Liabilities 2016: $0Net Assets 2016: $851,9592016Assets 2017: $909,802Liabilities 2017: $0Net Assets 2017: $909,8022017Assets 2018: $918,121Liabilities 2018: $0Net Assets 2018: $918,1212018Assets 2019: $883,661Liabilities 2019: $0Net Assets 2019: $883,6612019Assets 2020: $813,613Liabilities 2020: $0Net Assets 2020: $813,6132020Assets 2021: $823,087Liabilities 2021: $0Net Assets 2021: $823,0872021Assets 2022: $784,810Liabilities 2022: $0Net Assets 2022: $784,8102022Assets 2023: $810,288Liabilities 2023: $0Net Assets 2023: $810,2882023Assets 2024: $837,960Liabilities 2024: $0Net Assets 2024: $837,9602024

Highlighted filing

2013

Assets$818,689
Liabilities$0
Net Assets$818,689
Open 2013 Filing

Operations Trend

Revenue Growth81st percentile

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

$200K$100K$0-$100KExpenses 2010: $57,6822010Revenue 2011: $33,264Expenses 2011: $64,781Net Income 2011: -$31,5172011Expenses 2012: $70,5482012Revenue 2013: $68,454Expenses 2013: $73,232Net Income 2013: -$4,7782013Revenue 2014: $111,245Expenses 2014: $80,854Net Income 2014: $30,3912014Revenue 2015: $62,517Expenses 2015: $85,942Net Income 2015: -$23,4252015Revenue 2016: $109,163Expenses 2016: $83,058Net Income 2016: $26,1052016Revenue 2017: $139,654Expenses 2017: $81,802Net Income 2017: $57,8522017Revenue 2018: $96,400Expenses 2018: $88,089Net Income 2018: $8,3112018Revenue 2019: $51,761Expenses 2019: $86,238Net Income 2019: -$34,4772019Revenue 2020: $15,136Expenses 2020: $85,156Net Income 2020: -$70,0202020Revenue 2021: $97,511Expenses 2021: $88,034Net Income 2021: $9,4772021Revenue 2022: $59,709Expenses 2022: $97,978Net Income 2022: -$38,2692022Revenue 2023: $109,793Expenses 2023: $84,309Net Income 2023: $25,4842023Revenue 2024: $111,846Expenses 2024: $84,173Net Income 2024: $27,6732024

Highlighted filing

2013

Revenue$68,454
Expenses$73,232
Net Income-$4,778
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
May 9, 2014
Return Version
2013v3.1
Compensation and Service Providers
Top Officer Pay66th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-TrusteeFT$18,418-$18,418
Filing and Contact Details

Filer

EIN
42-6362821
Phone
3193569147

Signing Officer

Name
US Bank Na
Title
Trustee
Phone
3193569147
Signed
2014-05-09
Raw XML Appendix343 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/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine10204 E WASHINGTON ST
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/City0IOWA CITY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/State0IA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCode052240
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0IA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine10US BANK NA
IRS990PF/StatementsRegardingActyGrp/PhoneNum03193569147
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SupplementaryInformationGrp/ContributingManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt053475
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SCHOLARSHIPS & BOOKS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine10CORNELL COLLEGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine20ATTN GELNN W DODD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine10600 1ST ST NW
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City0MT VERNON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State0IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode052314
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/ShareholderManagerNm0NONE
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt053475
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt02591
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt053475
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt060648
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt00
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02011
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt056066
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt058057
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt053475
TaxesSchedule/TaxesDetail/Amt0425
TaxesSchedule/TaxesDetail/Amt1164
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES PAID
TaxesSchedule/TaxesDetail/CategoryTxt1EXCISE TAXES PAID
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0425
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt10
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/BusinessOfficerGrp/PersonNm0US BANK NA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03193569147
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-05-09
ReturnHeader/Filer/BusinessName/BusinessNameLine10WINIFRED EMERSON TRUST 03705210
ReturnHeader/Filer/BusinessNameControlTxt0EMER
ReturnHeader/Filer/EIN0426362821
ReturnHeader/Filer/PhoneNum03193569147
ReturnHeader/Filer/USAddress/AddressLine10US BANK NA P O BOX 7900
ReturnHeader/Filer/USAddress/City0MADISON
ReturnHeader/Filer/USAddress/State0WI
ReturnHeader/Filer/USAddress/ZIPCode0537077900
ReturnHeader/ReturnTs02014-05-09T10:27:04-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

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Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$818,689
Liabilities
$0
Net assets
$818,689
Revenue
$68,454
Expenses
$73,232
Net income
-$4,778
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$8.38$0.00$8.38$1.12$0.84$0.28
2023Detailed filing. Detailed filing data is available for this year.$8.10$0.00$8.10$1.10$0.84$0.25
2022Detailed filing. Detailed filing data is available for this year.$7.85$0.00$7.85$0.60$0.98$0.38
2021Detailed filing. Detailed filing data is available for this year.$8.23$0.00$8.23$0.98$0.88$0.09
2020Detailed filing. Detailed filing data is available for this year.$8.14$0.00$8.14$0.15$0.85$0.70
2019Detailed filing. Detailed filing data is available for this year.$8.84$0.00$8.84$0.52$0.86$0.34
2018Detailed filing. Detailed filing data is available for this year.$9.18$0.00$9.18$0.96$0.88$0.08
2017Detailed filing. Detailed filing data is available for this year.$9.10$0.00$9.10$1.40$0.82$0.58
2016Detailed filing. Detailed filing data is available for this year.$8.52$0.00$8.52$1.09$0.83$0.26
2015Detailed filing. Detailed filing data is available for this year.$8.26$0.00$8.26$0.63$0.86$0.23
2014Detailed filing. Detailed filing data is available for this year.$8.49$0.00$8.49$1.11$0.81$0.30
2013Detailed filing. Detailed filing data is available for this year.$8.19$0.00$8.19$0.68$0.73$0.05
2012Detailed filing. Detailed filing data is available for this year.$8.23$0.00$8.23$0.71
2011Summary only. Only limited summary data is available for this year.$8.67$0.00$0.33$0.65$0.32
2010Detailed filing. Detailed filing data is available for this year.$8.98$0.00$8.98$0.58