Civic Intelligence

Irvin E and Wanda L Jensen Trust

990PF • Fiscal year 2013 • EIN 42-6436197

Jan 01, 2013 to Dec 31, 2013 • Filed on May 02, 2014

C/O Floyd Gibbons Trustee 812 W 2ndMadrid, IA 50156

(515) 795-2415

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

Higher debt load relative to assets than 58% of similar nonprofits.

2013 filings • <$500k nonprofits • Source year 2013

Liabilities / Revenue

60th percentile

0.00x

Higher debt load relative to revenue than 60% of similar nonprofits.

2013 filings • <$500k nonprofits • Source year 2013

Net Margin

9th percentile

-68%

Higher net margin than 9% of similar nonprofits.

2013 filings • <$500k nonprofits • Source year 2013

Top Officer Pay

75th percentile

$0

Higher top officer pay than 75% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2013 filings • <$500k nonprofits • Source year 2013

Asset Growth

39th percentile

-2.9%

Faster asset growth than 39% of similar nonprofits.

2013 filings • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

65th percentile

11%

Faster revenue growth than 65% of similar nonprofits.

2013 filings • <$500k nonprofits • Annualized from 2012 to 2013

Assets

Down

$250,085

Down $7,364 (-2.9%) from 2012

Net Assets

$250,085

No earlier filing loaded for comparison.

Liabilities

Up

$1

Up $1 from 2012

Revenue

Up

$10,768

Up $1,091 (+11%) from 2012

Expenses

Down

$18,132

Down $454 (-2.4%) from 2012

Net Income

Up

-$7,364

Up $1,545 (+17%) from 2012

Historical Trend

Balance Sheet Trend

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

$300K$200K$100K$0Assets 2011: $266,358Liabilities 2011: $02011Assets 2012: $257,449Liabilities 2012: $02012Assets 2013: $250,085Liabilities 2013: $1Net Assets 2013: $250,0852013Assets 2014: $244,600Liabilities 2014: $1Net Assets 2014: $244,6002014Assets 2015: $236,727Liabilities 2015: $1Net Assets 2015: $236,7272015Assets 2016: $230,750Liabilities 2016: $0Net Assets 2016: $230,7502016Assets 2017: $232,534Liabilities 2017: $0Net Assets 2017: $232,5342017Assets 2018: $228,515Liabilities 2018: $0Net Assets 2018: $228,5152018Assets 2019: $222,511Liabilities 2019: $1Net Assets 2019: $222,5112019Assets 2020: $215,062Liabilities 2020: $1Net Assets 2020: $215,0622020Assets 2021: $281,287Liabilities 2021: $0Net Assets 2021: $281,2872021Assets 2022: $0Liabilities 2022: $0Net Assets 2022: $02022

Highlighted filing

2013

Assets$250,085
Liabilities$1
Net Assets$250,085

Operations Trend

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

$400K$200K$0-$200K-$400KRevenue 2011: $9,422Expenses 2011: $17,916Net Income 2011: -$8,4942011Revenue 2012: $9,677Expenses 2012: $18,586Net Income 2012: -$8,9092012Revenue 2013: $10,768Expenses 2013: $18,132Net Income 2013: -$7,3642013Revenue 2014: $10,063Expenses 2014: $15,548Net Income 2014: -$5,4852014Revenue 2015: $6,958Expenses 2015: $14,831Net Income 2015: -$7,8732015Revenue 2016: $8,469Expenses 2016: $14,446Net Income 2016: -$5,9772016Revenue 2017: $14,716Expenses 2017: $12,932Net Income 2017: $1,7842017Revenue 2018: $11,840Expenses 2018: $15,859Net Income 2018: -$4,0192018Revenue 2019: $8,092Expenses 2019: $14,096Net Income 2019: -$6,0042019Revenue 2020: $7,609Expenses 2020: $15,058Net Income 2020: -$7,4492020Revenue 2021: $12,127Expenses 2021: $15,948Net Income 2021: -$3,8212021Revenue 2022: $8,526Expenses 2022: $289,813Net Income 2022: -$281,2872022

Highlighted filing

2013

Revenue$10,768
Expenses$18,132
Net Income-$7,364
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
May 2, 2014
Return Version
2013v3.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
PATRICIA CRONKTrustee-$0--
FLOYD GIBBONSTrustee-$0--
DENNIS WILCOXTrustee-$0--
JENNIFER WILLIAMSTrustee-$0--
REBECCA MATAYATrustee-$0--
Filing and Contact Details

Filer

EIN
42-6436197
Phone
5157952415

Signing Officer

Name
Floyd Gibbons
Title
Officer
Phone
5157952415
Signed
2014-05-02

Preparer

Preparer
Michael Scheuermann
Phone
5154328636
Raw XML Appendix376 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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InvestmentsGovtObligationsSch/StateLocalSecBookVlEOYAmt068873
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt026901
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt115884
InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt210578
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InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1AMERICAN MUTUAL FUND CL A
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IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-7364
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State1IA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State2IA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State3IA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/State4IA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode050109
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode150156
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode250156
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode350156
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCode450156
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt010532
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt010621
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt013449
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt012690
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt07845
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt013593
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt020108
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.050171
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.051554
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.047448
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.029610
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.052819
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.069425
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt089
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0209925
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0260873
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0267452
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0264945
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0257350
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0289635
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt012875
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.250856
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt012786
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt012875
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt089
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt012875
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0true
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
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/IndividualWithBooksNm0FLOYD GIBBONS
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine10812 W 2ND
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/City0MADRID
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/State0IA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCode050156
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0IA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum05157952415
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt010900
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine10CITY OF MADRID
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PUBLIC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine10LOCAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City0MADRID
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State0IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode050156
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt010900
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/AppliedToCurrentYearAmt02001
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt010874
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt010407
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt012875
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt08406
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt010874
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0ATTORNEY FEES
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0300
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BANK CHARGES & MANAGEMENT FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2OTHER FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3MISCELLANEOUS
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0100
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt120
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt0220
OtherIncomeSchedule2/OtherIncomeDetail/Desc0LATE FEE CHARGE
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0220
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0220
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/BalanceDueAmt053081
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/BorrowerNameGrp/PersonNm0LOANS TO QUALIFIED STUDENTS
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/InsiderRelationshipTxt0NONE
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/InterestRt00.0300
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/LoanPurposeTxt0EDUCATIONAL
OtherNotesLoansRcvblLongSch/OtherNotesLoansRcvblLongGrp/RepaymentTermsTxt0VARIOUS
TaxesSchedule/TaxesDetail/Amt036
TaxesSchedule/TaxesDetail/Amt126
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL EXCISE TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt036
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/BusinessOfficerGrp/PersonNm0FLOYD GIBBONS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum05157952415
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-05-02
ReturnHeader/Filer/BusinessName/BusinessNameLine10IRVIN E & WANDA L JENSEN TRUST
ReturnHeader/Filer/BusinessNameControlTxt0IRVI
ReturnHeader/Filer/EIN0426436197
ReturnHeader/Filer/PhoneNum05157952415
ReturnHeader/Filer/USAddress/AddressLine10C/O FLOYD GIBBONS TRUSTEE 812 W 2ND
ReturnHeader/Filer/USAddress/City0MADRID
ReturnHeader/Filer/USAddress/State0IA
ReturnHeader/Filer/USAddress/ZIPCode050156
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10HENKEL & ASSOCIATES PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10817 KEELER ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0BOONE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode050036
ReturnHeader/PreparerPersonGrp/PhoneNum05154328636
ReturnHeader/PreparerPersonGrp/PreparationDt02014-05-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL SCHEUERMANN
ReturnHeader/ReturnTs02014-05-13T10:52:45-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

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