Civic Intelligence

Donald H & Elizabeth J Werling

EIN 42-6423052 • North Liberty, IA

590 W Forevergreen RdNorth Liberty, IA 52317
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

63rd percentile

0.00x

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

<$500k nonprofits • Source year 2024

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2024

Net Margin

35th percentile

-7.5%

Higher net margin than 35% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

83rd percentile

$1,492

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 12.7% of source-year revenue.

<$500k nonprofits • Source year 2024

Asset Growth

53rd percentile

-0.5%

Faster asset growth than 53% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

87th percentile

69%

Faster revenue growth than 87% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Assets

Down

$153,578

Down $5,446 (-3.4%) from 2022

Liabilities

Up

$1

Up $1 from 2022

Net Assets

-

No earlier filing loaded for comparison.

Revenue

Up

$6,946

Up $16,467 (+173%) from 2022

Expenses

Down

$12,374

Down $330 (-2.6%) from 2022

Net Income

Up

-$5,428

Up $16,797 (+76%) from 2022

Trend Graphs

Balance Sheet Trend

Grouped bars show assets, liabilities, and net assets across loaded filings.

$300K$200K$100K$0Assets 2011: $229,051Liabilities 2011: $02011Assets 2012: $225,833Liabilities 2012: $02012Assets 2013: $227,479Liabilities 2013: $02013Assets 2014: $228,737Liabilities 2014: $0Net Assets 2014: $228,7372014Assets 2015: $218,436Liabilities 2015: $0Net Assets 2015: $218,4362015Assets 2016: $205,325Liabilities 2016: $0Net Assets 2016: $205,3252016Assets 2017: $196,458Liabilities 2017: $0Net Assets 2017: $196,4582017Assets 2018: $193,000Liabilities 2018: $0Net Assets 2018: $193,0002018Assets 2019: $195,013Liabilities 2019: $0Net Assets 2019: $195,0132019Assets 2020: $182,916Liabilities 2020: $0Net Assets 2020: $182,9162020Assets 2021: $181,267Liabilities 2021: $0Net Assets 2021: $181,2672021Assets 2022: $159,024Liabilities 2022: $0Net Assets 2022: $159,0242022Assets 2023: $153,578Liabilities 2023: $12023

Highlighted filing

2023

Assets$153,578
Liabilities$1
Net Assets-

Operations Trend

Revenue, expenses, and net income by year, with the latest filing highlighted.

$40K$20K$0-$20K-$40KRevenue 2011: $5,174Expenses 2011: $7,966Net Income 2011: -$2,7922011Revenue 2012: $5,133Expenses 2012: $8,351Net Income 2012: -$3,2182012Revenue 2013: $7,620Expenses 2013: $5,973Net Income 2013: $1,6472013Revenue 2014: $8,153Expenses 2014: $6,895Net Income 2014: $1,2582014Revenue 2015: $7,470Expenses 2015: $17,771Net Income 2015: -$10,3012015Revenue 2016: $8,055Expenses 2016: $21,110Net Income 2016: -$13,0552016Revenue 2017: $5,119Expenses 2017: $13,986Net Income 2017: -$8,8672017Revenue 2018: $10,375Expenses 2018: $13,833Net Income 2018: -$3,4582018Revenue 2019: $5,904Expenses 2019: $3,891Net Income 2019: $2,0132019Revenue 2020: $5,990Expenses 2020: $18,087Net Income 2020: -$12,0972020Revenue 2021: $12,375Expenses 2021: $13,996Net Income 2021: -$1,6212021Revenue 2022: -$9,521Expenses 2022: $12,704Net Income 2022: -$22,2252022Revenue 2023: $6,946Expenses 2023: $12,374Net Income 2023: -$5,4282023

Highlighted filing

2023

Revenue$6,946
Expenses$12,374
Net Income-$5,428

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$1.54$0.00$0.07$0.12$0.05
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.59$0.00$1.59$0.10$0.13$0.22
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.81$0.00$1.81$0.12$0.14$0.02
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.83$0.00$1.83$0.06$0.18$0.12
2019Detailed filing. Detailed filing data is available for this year.$1.95$0.00$1.95$0.06$0.04$0.02
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.93$0.00$1.93$0.10$0.14$0.03
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.96$0.00$1.96$0.05$0.14$0.09
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.05$0.00$2.05$0.08$0.21$0.13
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.18$0.00$2.18$0.07$0.18$0.10
2014Detailed filing. Detailed filing data is available for this year.$2.29$0.00$2.29$0.08$0.07$0.01
2013Summary only. Only limited summary data is available for this year.$2.27$0.00$0.08$0.06$0.02
2012Summary only. Only limited summary data is available for this year.$2.26$0.00$0.05$0.08$0.03
2011Summary only. Only limited summary data is available for this year.$2.29$0.00$0.05$0.08$0.03
Latest Detailed Filing

The latest 2023 filing currently has summary financial data only. Showing the latest detailed filing from 2019 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
May 12, 2020
Return Version
2019v5.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
HILLS BANK AND TRUST COMPANYTrustee-$1,676-$1,676
Filing and Contact Details

Filer

Filer Name
Donald H and Elizabeth J Werling
EIN
42-6423052
Phone
3193381522
Address
590 W FOREVERGREEN RD, NORTH LIBERTY, IA 52317

Signing Officer

Name
Julie Burton
Title
Trust Officer
Phone
3193381522
Signed
2020-05-12
Discuss with paid preparer
Yes

Preparer

Firm
Rsm US Llp
Address
201 FIRST ST SE STE 800, CEDAR RAPIDS, IA 52401-1512
Preparer
Shawna Huls
Phone
3192985333
Raw XML Appendix339 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/AccountingFeesDetail/CategoryTxt0TAX PREPARATION FEE
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AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt01075
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0FEDERATED BOND FUND-IS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1FEDERATED TOTAL RETURN BOND FUND-IN
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2FLEXSHARES IBOXX 3-YEAR TARGET
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm3GOLDMAN SACHS SHORT DURATION GOV-IN
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm4U.S. TREASURY BILLS (01/04/2018)
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm5VANGUARD S/T INVEST GR-ADM
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm6VANGUARD TOTAL BD MKT IDX ADM
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InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt139978
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt26245
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt311713
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt49764
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt134806
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3DFA US SMALL CAP PORTFOLIO
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InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12VANGUARD INTL GROWTH-ADM
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13VANGUARD SELECTED VALUE F IV
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0199802
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0208835
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0212830
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0230154
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0232181
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt01787
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.234585
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt01787
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt01787
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt00
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt01787
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd01
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePY1Yr02018
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd01
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd01
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0590 W FOREVERGREEN RD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0NORTH LIBERTY
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0IA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd052317
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0IA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0HILLS BANK AND TRUST COMPANY
IRS990PF/StatementsRegardingActyGrp/PhoneNum03193381522
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt01787
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt09645
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01787
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt01899
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt09645
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt03686
TaxesSchedule/TaxesDetail/Amt065
TaxesSchedule/TaxesDetail/CategoryTxt0TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JULIE BURTON
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUST OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum03193381522
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-05-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DONALD H AND ELIZABETH J WERLING
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0SCHOLARSHIP FUND C/O HILLS BANK TTEE
ReturnHeader/Filer/BusinessNameControlTxt0DONA
ReturnHeader/Filer/EIN0426423052
ReturnHeader/Filer/PhoneNum03193381522
ReturnHeader/Filer/USAddress/AddressLine1Txt0590 W FOREVERGREEN RD
ReturnHeader/Filer/USAddress/CityNm0NORTH LIBERTY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd052317
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0DA39A3EE5E6B4B0D3255BFEF95601890AFD80709
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0A57D8E88FA5E22D61C76A627600F0C8E385C8FF1
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt063.152.109.204
ReturnHeader/FilingSecurityInformation/IPDt02020-05-12
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm009:51:27
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0420714325
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RSM US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0201 FIRST ST SE STE 800
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CEDAR RAPIDS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0524011512
ReturnHeader/PreparerPersonGrp/PhoneNum03192985333
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0SHAWNA HULS
ReturnHeader/ReturnTs02020-05-19T15:14:06-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

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