Civic Intelligence

Gladys Neubauer Trust

990PF • Fiscal year 2017 • EIN 42-6521712

Mar 01, 2016 to Feb 28, 2017 • Filed on Jun 13, 2017

Organization Profile
224 W Ridgeway AvenueWaterloo, IA 50701

(319) 291-5300

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

5th percentile

-140%

Higher net margin than 5% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

30th percentile

-7.4%

Faster asset growth than 30% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

91st percentile

95%

Faster revenue growth than 91% of similar nonprofits.

2017 filings • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$300,661

Down $23,856 (-7.4%) from 2016

Net Assets

Down

$300,661

Down $23,856 (-7.4%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin5th percentile

Revenue

Up

$17,016

Up $8,292 (+95%) from 2016

Expenses

Up

$40,872

Up $35,125 (+611%) from 2016

Net Income

Down

-$23,856

Down $26,833 (-901%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth30th percentile

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

$400K$300K$200K$100K$0Assets 2012: $305,499Liabilities 2012: $02012Assets 2013: $326,259Liabilities 2013: $0Net Assets 2013: $326,2592013Assets 2014: $318,670Liabilities 2014: $0Net Assets 2014: $318,6702014Assets 2015: $321,540Liabilities 2015: $0Net Assets 2015: $321,5402015Assets 2016: $324,517Liabilities 2016: $0Net Assets 2016: $324,5172016Assets 2017: $300,661Liabilities 2017: $0Net Assets 2017: $300,6612017Assets 2018: $316,898Liabilities 2018: $0Net Assets 2018: $316,8982018Assets 2019: $311,825Liabilities 2019: $0Net Assets 2019: $311,8252019Assets 2022: $293,866Liabilities 2022: $0Net Assets 2022: $293,8662022Assets 2023: $286,694Liabilities 2023: $0Net Assets 2023: $286,6942023Assets 2024: $292,986Liabilities 2024: $0Net Assets 2024: $292,9862024

Highlighted filing

2017

Assets$300,661
Liabilities$0
Net Assets$300,661
Open 2017 Filing

Operations Trend

Revenue Growth91st percentile

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

$60K$40K$20K$0-$20K-$40KRevenue 2012: $18,972Expenses 2012: $20,999Net Income 2012: -$2,0272012Expenses 2013: $21,1452013Revenue 2014: $14,639Expenses 2014: $22,228Net Income 2014: -$7,5892014Revenue 2015: $24,287Expenses 2015: $21,417Net Income 2015: $2,8702015Revenue 2016: $8,724Expenses 2016: $5,747Net Income 2016: $2,9772016Revenue 2017: $17,016Expenses 2017: $40,872Net Income 2017: -$23,8562017Revenue 2018: $22,028Expenses 2018: $5,791Net Income 2018: $16,2372018Revenue 2019: $14,734Expenses 2019: $19,807Net Income 2019: -$5,0732019Revenue 2022: $19,029Expenses 2022: $23,259Net Income 2022: -$4,2302022Revenue 2023: $17,002Expenses 2023: $24,174Net Income 2023: -$7,1722023Revenue 2024: $27,847Expenses 2024: $21,555Net Income 2024: $6,2922024

Highlighted filing

2017

Revenue$17,016
Expenses$40,872
Net Income-$23,856
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Mar 1, 2016 to Feb 28, 2017
Signed
Jun 13, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$0--
Filing and Contact Details

Filer

Filer Name
Gladys Neubauer Trust
EIN
42-6521712
Phone
3192915300
Address
224 W RIDGEWAY AVENUE, WATERLOO, IA 50701

Signing Officer

Name
Regions Bank Trust Department
Title
Trustee
Phone
3192915300
Signed
2017-06-13
Discuss with paid preparer
Yes

Preparer

Firm
Carney Alexander Marold & Co Llp
Address
PO BOX 1290, WATERLOO, IA 50704-1290
Preparer
John J Burns
Phone
3192333318
Raw XML Appendix302 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/SummaryOfDirectChrtblActyGrp/Description1Txt0EXCERPT FROM THE LAST WILL AND TESTAMENT OF GLADYS NEUBAUER, PART VI.(C), WHICH ESTABLISHED THE FOUNDATION: "...THE GLADYS NEUBAUER TRUST SHALL BE CONTINUED FOR THE PURPOSE OF MEDICAL RESEARCH. IT IS MY INTENTION, AND I HEREBY DIRECT, THAT THE NET INCOME FROM THE GLADYS NEUBAUER TRUST SHALL BE DISTRIBUTED ANNUALLY TO PERSONS AND/OR INSTITUTIONS ENGAGED IN MEDICAL TRAINING, AND/OR RESEARCH AND THIS LIMITATION SHALL BE BROADLY INTERPRETED. SUCH NET INCOME MAY BE USED FOR SCHOLARSHIPS, TUITION PAYMENTS, BOARD, ROOM, CLOTHING AND ANY OTHER COSTS CONNECTED WITH THE EDUCATION OF ANY STUDENT OR STUDENTS IN THE MEDICAL FIELD AND MAY ALSO BE USED FOR GRANTS TO MEDICAL SCHOOLS, UNIVERSITIES OR COLLEGES, NURSING SCHOOLS, TECHNICAL SCHOOLS OR ANY OTHER INSTITUTION INVOLVED IN THE FIELD OF MEDICINE. AS ADVISOR TO THE TRUSTEES IN CARRYING OUT THESE PURPOSES, I SELECT THE SUPERINTENDENT OF SCHOOLS IN WATERLOO, IOWA COMMUNITY SCHOOL DISTRICT, THE CEDAR FALLS, IOWA SCHOOL DISTRICT AND THE BLACK HAWK CO
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt030706
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0NO SPECIFIC APPLICATION FORMS - SEE ATTACHED STATEMENT FOR PART IX-A.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0REGIONS BANK TRUST DEPARTMENT
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum03192915300
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0224 W RIDGEWAY AVENUE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0WATERLOO
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0IA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd050701
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0NONE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt030706
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SEE ATTACHED STATEMENT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0ALLEN COLLEGE OF NURSING
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01825 LOGAN AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0WATERLOO
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd050703
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt030706
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/AppliedToCurrentYearAmt014970
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt016051
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt014970
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0574
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0574
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt031595
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0574
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0574
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt016051
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt04989
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INDIRECT OTHER PROFESSIONAL FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt0499
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt04490
TaxesSchedule/TaxesDetail/Amt04397
TaxesSchedule/TaxesDetail/CategoryTxt0INDIRECT TAXES/LICENSES
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0REGIONS BANK TRUST DEPARTMENT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03192915300
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-06-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0GLADYS NEUBAUER TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0REGIONS BANK
ReturnHeader/Filer/BusinessNameControlTxt0GLAD
ReturnHeader/Filer/EIN0426521712
ReturnHeader/Filer/PhoneNum03192915300
ReturnHeader/Filer/USAddress/AddressLine1Txt0224 W RIDGEWAY AVENUE
ReturnHeader/Filer/USAddress/CityNm0WATERLOO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd050701
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0C5BC1C014F48E3A570428369623F9CCB5A16BC11
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0E422B285ADFD3D3531CF25D1EE55054CB0CC563A
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0420728423
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CARNEY ALEXANDER MAROLD & CO LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 1290
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WATERLOO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0507041290
ReturnHeader/PreparerPersonGrp/PhoneNum03192333318
ReturnHeader/PreparerPersonGrp/PreparationDt02017-05-23
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JOHN J BURNS
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-06-07T16:10:43-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-03-01
ReturnHeader/TaxPeriodEndDt02017-02-28
ReturnHeader/TaxYr02016

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$300,661
Liabilities
$0
Net assets
$300,661
Revenue
$17,016
Expenses
$40,872
Net income
-$23,856
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.93$0.00$2.93$0.28$0.22$0.06
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.87$0.00$2.87$0.17$0.24$0.07
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.94$0.00$2.94$0.19$0.23$0.04
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.12$0.00$3.12$0.15$0.20$0.05
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.17$0.00$3.17$0.22$0.06$0.16
2017Detailed filing. Detailed filing data is available for this year.$3.01$0.00$3.01$0.17$0.41$0.24
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.25$0.00$3.25$0.09$0.06$0.03
2015Detailed filing. Detailed filing data is available for this year.$3.22$0.00$3.22$0.24$0.21$0.03
2014Detailed filing. Detailed filing data is available for this year.$3.19$0.00$3.19$0.15$0.22$0.08
2013Detailed filing. Detailed filing data is available for this year.$3.26$0.00$3.26$0.21
2012Summary only. Only limited summary data is available for this year.$3.05$0.00$0.19$0.21$0.02