Civic Intelligence

Alice Conner Trust Iowa State Bank 42-0335294 Trustee

990PF • Fiscal year 2011 • EIN 42-6430160

Jan 01, 2011 to Dec 31, 2011 • Filed on Mar 12, 2012

Organization Profile
2301 128th Street50323
Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$315,346

Flat from 2011

Net Assets

$315,346

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2011

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

Flat

$27,928

Flat from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2010: $329,968Liabilities 2010: $0Net Assets 2010: $329,9682010Assets 2011: $315,346Liabilities 2011: $0Net Assets 2011: $315,3462011Assets 2011: $315,346Liabilities 2011: $12011Assets 2012: $304,586Liabilities 2012: $0Net Assets 2012: $304,5862012Assets 2013: $290,672Liabilities 2013: $0Net Assets 2013: $290,6722013Assets 2014: $276,605Liabilities 2014: $0Net Assets 2014: $276,6052014Assets 2015: $268,869Liabilities 2015: $0Net Assets 2015: $268,8692015Assets 2016: $246,384Liabilities 2016: $0Net Assets 2016: $246,3842016Assets 2017: $225,046Liabilities 2017: $0Net Assets 2017: $225,0462017Assets 2018: $211,914Liabilities 2018: $0Net Assets 2018: $211,9142018Assets 2019: $198,977Liabilities 2019: $0Net Assets 2019: $198,9772019Assets 2020: $178,533Liabilities 2020: $0Net Assets 2020: $178,5332020Assets 2021: $202,383Liabilities 2021: $0Net Assets 2021: $202,3832021Assets 2022: $179,909Liabilities 2022: $0Net Assets 2022: $179,9092022Assets 2023: $181,158Liabilities 2023: $0Net Assets 2023: $181,1582023Assets 2024: $168,081Liabilities 2024: $0Net Assets 2024: $168,0812024

Highlighted filing

2011

Assets$315,346
Liabilities$0
Net Assets$315,346
Open 2011 Filing

Operations Trend

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

$100K$50K$0-$50KExpenses 2010: $27,9992010Expenses 2011: $27,9282011Revenue 2011: $13,306Expenses 2011: $27,928Net Income 2011: -$14,6222011Expenses 2012: $27,4582012Revenue 2013: $17,981Expenses 2013: $31,895Net Income 2013: -$13,9142013Revenue 2014: $21,114Expenses 2014: $35,181Net Income 2014: -$14,0672014Revenue 2015: $27,275Expenses 2015: $35,011Net Income 2015: -$7,7362015Revenue 2016: $12,871Expenses 2016: $35,326Net Income 2016: -$22,4552016Revenue 2017: $13,486Expenses 2017: $34,824Net Income 2017: -$21,3382017Revenue 2018: $22,115Expenses 2018: $35,247Net Income 2018: -$13,1322018Revenue 2019: $18,303Expenses 2019: $31,240Net Income 2019: -$12,9372019Revenue 2020: $14,522Expenses 2020: $34,966Net Income 2020: -$20,4442020Revenue 2021: $59,517Expenses 2021: $35,667Net Income 2021: $23,8502021Revenue 2022: $13,475Expenses 2022: $35,631Net Income 2022: -$22,1562022Revenue 2023: $35,844Expenses 2023: $35,233Net Income 2023: $6112023Revenue 2024: $27,041Expenses 2024: $40,140Net Income 2024: -$13,0992024

Highlighted filing

2011

Revenue-
Expenses$27,928
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
Mar 12, 2012
Return Version
2011v1.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
IOWA STATE BANK 42-0335294Trustee-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantCHRSTIAN CHURCH-DISCIPLES OF CHRIST IN THE UPPER MIDWESTMINISTERIAL SCHOLARSHIPN/ANEWTON, IA, US$2,500
Paid Grant-SCHOLARSHIP - NORTHWEST MISSOURI STATEN/AJOHNSTON, IA, US$1,250
Paid Grant-SCHOLARSHIP - DMACCN/ADES MOINES, IA, US$1,250
Paid Grant-SCHOLARSHIP - ISUN/AANKENY, IA, US$1,000
Paid Grant-SCHOLARSHIP - DMACCN/ARUNNELS, IA, US$1,000
Paid Grant-SCHOLARSHIP - DMACCN/AALTOONA, IA, US$1,000
Paid Grant-SCHOLARSHIP - ISUN/AANKENY, IA, US$1,000
Paid Grant-SCHOLARSHIP - UNIN/ADES MOINES, IA, US$1,000
Paid Grant-SCHOLARSHIP - UIN/AANKENY, IA, US$1,000
Paid Grant-SCHOLARSHIP - DMACCN/ADES MOINES, IA, US$1,000
Paid Grant-SCHOLARHISP - SIMPSONN/AALTOONA, IA, US$1,000
Paid Grant-SCHOLARSHIP - ISUN/ADES MOINES, IA, US$800
Paid Grant-SCHOLARSHIP - UIN/ADES MOINES, IA, US$750
Paid Grant-SCHOLARHISP - ISUBALTOONA, IA, US$750
Paid Grant-SCHOLARSHIP - SIMPSONN/AALTOONA, IA, US$700
Paid Grant-SCHOLARSHIP - UIN/ADES MOINES, IA, US$600
Paid Grant-SCHOLARSHIP - ISUN/ADES MOINES, IA, US$500
Paid Grant-SCHOLARSHIP - UIN/ADES MOINES, IA, US$500
Paid Grant-SCHOLARSHIP - DMACCN/ADES MOINES, IA, US$500
Paid Grant-SCHOLARSHIP - CENTRAL COLLEGEN/AANKENY, IA, US$500
Paid Grant-SCHOLARSHIP - SIMPSONN/APLEASANT HILL, IA, US$500
Paid Grant-SCHOLARHISP - UNDECIDEDN/ADES MOINES, IA, US$500
Paid Grant-SCHOLARSHIP - UNDECIDEDN/ADES MOINES, IA, US$500
Paid Grant-SCHOLARSHIP - CENTRAL COLLEGEN/APLEASANT HILL, IA, US$400
Paid Grant-SCHOLARSHIP - SIMPSONN/ADES MOINES, IA, US$400
Paid Grant-SCHOLARSHIP - SIMPSONN/ADES MOINES, IA, US$400
Paid Grant-SCHOLARSHIP - UIN/ADES MOINES, IA, US$400
Paid Grant-SCHOLARSHIP - GRAND VIEW COLLEGEN/ADES MOINES, IA, US$400
Paid Grant-SCHOLARSHIP - GRAND VIEW COLLEGEN/ADES MOINES, IA, US$400
Filing and Contact Details

Filer

EIN
42-6430160
Raw XML AppendixShowing 400 of 640 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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AccountingFeesSchedule/AccountingFees/Amount0977
AccountingFeesSchedule/AccountingFees/Category0TAX PREPARATION FEES
AccountingFeesSchedule/AccountingFees/DisbursementsCharitablePrps0977
AccountingFeesSchedule/AccountingFees/NetInvestmentIncome00
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue025328
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue10
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue220100
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue324925
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue425094
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue524438
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue624859
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue725158
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV025494
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV10
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InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV725117
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond0GOLDMAN SACHS 5.25%
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond1NATIONAL RURAL UTIL CO-OP
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond2MORGAN STANLEY
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond3GENERAL ELECTRIC CAP CORP
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond4BELLSOUTH CORP
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond5TARGET CORP
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond6COMERICA INC 3.00%
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond7JP MORGAN CHASE & CO
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InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem1VANGUARD WELLESLEY INCOME FUND
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem2GREAT WESTERN CD 2.49%
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem3TWO RIVERS BANK CD
InvestmentsOtherSchedule2/InvestmentsOther/CategoryOrItem4LIBERTY BANK FSB CD
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold02011-01-15
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IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientName0SCHOLARSHIP SELECTION COMMITTEE
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IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/ZIPCode050316
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RestrictionsOnAwards0NO
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/SubmissionDeadlines0APRIL 1 OF EACH YEAR FOR THE FOLLOWING SCHOOL YEAR
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution3SCHOLARSHIP - ISU
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution4SCHOLARSHIP - UI
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution5SCHOLARSHIP - ISU
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution6SCHOLARSHIP - UI
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution7MINISTERIAL SCHOLARSHIP
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution8SCHOLARSHIP - SIMPSON
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution14SCHOLARSHIP - GRAND VIEW COLLEGE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution15SCHOLARSHIP - UNI
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution16SCHOLARSHIP - CENTRAL COLLEGE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution17SCHOLARSHIP - GRAND VIEW COLLEGE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution18SCHOLARSHIP - SIMPSON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution19SCHOLARSHIP - UI
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution20SCHOLARSHIP - NORTHWEST MISSOURI STATE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution21SCHOLARSHIP - DMACC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution22SCHOLARSHIP - UI
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution23SCHOLARHISP - ISU
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution24SCHOLARHISP - UNDECIDED
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution25SCHOLARSHIP - UNDECIDED
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution26SCHOLARHISP - SIMPSON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution27SCHOLARSHIP - SIMPSON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution28SCHOLARSHIP - DMACC
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10CHRSTIAN CHURCH-DISCIPLES OF CHRIST IN THE UPPER MIDWEST
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus1N/A
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus23B
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IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus25N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus26N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus27N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus28N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName0ALEXIS J SHULTICE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName1ALICIA N ROBBINS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName2ALLISON MARIE DREES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName3ALLISON RENE SHAFER
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName4ASHLEY D KASPER
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName5CHRISTOPHER J FARRINGTON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName6CHRISTOPHER J HICKS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName7ERIC ANTHONY ADDY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName8JENNIFER JEAN DAVISON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName9JERRICA R NEWBERRY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName10JESSICA MCCLANAHAN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName11JOHNATHAN R PRESTON
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName12KAITLIN A SHULTICE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName13KIRSTIN N OLIVER
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName14MEREDITH F RADIG
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName15RACHEL E PURDY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName16SCOTT MICHAEL JENSEN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName17SEAN D DEGOEY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName18TESSA E SHULTICE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName19ERIN FUNK
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName20PHILLIP ANDREW HAYES
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName21MADISON MERCEDES KASPER
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName22JESSICA LYNN KIMBERLEY
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName23MEGAN RENEE LEIN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName24CALEIGH DEANN MORMANN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName25EMMA KARRINE NEGRETE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName26CAMERON KEITH WRIGHT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientPersonName27NICKOLAS J BELLUCHI
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship0NONE

Document Assets

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Filings

Displayed year

2011 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$315,346
Liabilities
$0
Net assets
$315,346
Revenue
-
Expenses
$27,928
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.68$0.00$1.68$0.27$0.40$0.13
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.81$0.00$1.81$0.36$0.35$0.01
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.80$0.00$1.80$0.13$0.36$0.22
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.02$0.00$2.02$0.60$0.36$0.24
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.79$0.00$1.79$0.15$0.35$0.20
2019Detailed filing. Detailed filing data is available for this year.$1.99$0.00$1.99$0.18$0.31$0.13
2018Detailed filing. Detailed filing data is available for this year.$2.12$0.00$2.12$0.22$0.35$0.13
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.25$0.00$2.25$0.13$0.35$0.21
2016Detailed filing. Detailed filing data is available for this year.$2.46$0.00$2.46$0.13$0.35$0.22
2015Detailed filing. Detailed filing data is available for this year.$2.69$0.00$2.69$0.27$0.35$0.08
2014Detailed filing. Detailed filing data is available for this year.$2.77$0.00$2.77$0.21$0.35$0.14
2013Detailed filing. Detailed filing data is available for this year.$2.91$0.00$2.91$0.18$0.32$0.14
2012Detailed filing. Detailed filing data is available for this year.$3.05$0.00$3.05$0.27
2011Detailed filing. Detailed filing data is available for this year.$3.15$0.00$3.15$0.28
2011Summary only. Only limited summary data is available for this year.$3.15$0.00$0.13$0.28$0.15
2010XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.30$0.00$3.30$0.28