Civic Intelligence

Gladys Neubauer Trust

990PF • Fiscal year 2019 • EIN 42-6521712

Mar 01, 2018 to Feb 28, 2019 • Filed on Jun 07, 2019

Organization Profile
PO Box 10885Birmingham, AL 35202

(800) 276-5822

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.

2019 filings • <$500k nonprofits • Source year 2019

Liabilities / Revenue

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Net Margin

14th percentile

-34%

Higher net margin than 14% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

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.

2019 filings • <$500k nonprofits • Source year 2019

Asset Growth

42nd percentile

-1.6%

Faster asset growth than 42% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Revenue Growth

16th percentile

-33%

Faster revenue growth than 16% of similar nonprofits.

2019 filings • <$500k nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$311,825

Down $5,073 (-1.6%) from 2018

Net Assets

Down

$311,825

Down $5,073 (-1.6%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin14th percentile

Revenue

Down

$14,734

Down $7,294 (-33%) from 2018

Expenses

Up

$19,807

Up $14,016 (+242%) from 2018

Net Income

Down

-$5,073

Down $21,310 (-131%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth42nd 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

2019

Assets$311,825
Liabilities$0
Net Assets$311,825
Open 2019 Filing

Operations Trend

Revenue Growth16th 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

2019

Revenue$14,734
Expenses$19,807
Net Income-$5,073
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Mar 1, 2018 to Feb 28, 2019
Signed
Jun 7, 2019
Return Version
2018v3.1
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
8002765822
Address
PO BOX 10885, BIRMINGHAM, AL 35202

Signing Officer

Name
Regions Bank Trust Department
Title
Trustee
Phone
8002765822
Signed
2019-06-07
Discuss with paid preparer
Yes

Preparer

Firm
Carney Alexander Marold & Co Llp
Address
PO BOX 1290, WATERLOO, IA 50704-1290
Preparer
David J Rogers
Phone
3192333318
Raw XML Appendix280 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
AccountingFeesSchedule/AccountingFeesDetail/Amt0800
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0INDIRECT ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt0400
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt0400
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt014269
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt128592
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt255393
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt311061
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt413495
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt512859
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt656100
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt711169
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt854593
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt915547
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1024636
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt012223
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt129136
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt254625
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt311842
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt413793
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt510383
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt665052
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt711916
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt854465
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt915457
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1030708
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0ARTISAN MID CAP FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1DIAMOND HILL LARGE CAP FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2FIDELITY INVESTMENT GRADE BOND FD
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3JP MORGAN MID CAP VALUE FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4MFS CORPORATE BOND I
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5NATIXIS LOOMIS SAYLES GROWTH FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6PRUDENTIAL HIGH YIELD FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7PRUDENTIAL QMA SMALL CAP VALUE FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8VANGUARD 500 INDEX ADMIR FUND 540
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9VICTORY RS SMALL CAP GROWTH FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10BAIRD AGGREGATE BOND FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11DOUBLELINE TOTAL RETURN BOND FUND
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12LOOMIS SAYLES GROWTH FUND
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt07508
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt07226
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd018
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt014734
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt014734
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt0400
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt0400
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt0800
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt07226
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt014105
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt014105
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt07508
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt07508
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-5073
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt021899
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt07226
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt09922
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt0490
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesNetInvstIncmAmt04412
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt04902
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt014995
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt04812
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt019807
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt014734
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt014734
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt0890
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt04812
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt05702
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02016-11-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt014673
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0-223
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0-223
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt014450
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc01,064.05 SHS MFS BOND FUND
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02018-03-23
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt07226
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-5073
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0311825
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0316898
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0311825
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt015966
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt015966
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt015966
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt016065
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt099
IRS990PF/DistributableAmountGrp/TotalTaxAmt099
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt099
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt099
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt099
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt099
IRS990PF/FMVAssetsEOYAmt0323711
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0297927
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0297714
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0309600
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0316898
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0311825
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt018971
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt014111
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt014111
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0316898
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0311825
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0323711
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0316898
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0311825
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0316898
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0311825
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0326187
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt014510
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0311677
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt04893
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt016065
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0321294
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0326187
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/BusinessName/BusinessNameLine1Txt0REGIONS BANK TRUST DEPARTMENT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0PO BOX 10885
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0BIRMINGHAM
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0AL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd035202
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt013243
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt013342
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt0895
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt031474
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt0879
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt016300
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt015745
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.041219
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.002811
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.104279
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.002725
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.049085
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.047194
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt099
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0321294
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0318337
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0301824
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0322568
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0332075
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0333623
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt014995
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.206094
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt014896
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt014995
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt099
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt014995
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/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
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/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0PO BOX 10885
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0BIRMINGHAM
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0AL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd035202
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0IA
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0REGIONS BANK TRUST DEPARTMENT
IRS990PF/StatementsRegardingActyGrp/PhoneNum08002765822
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
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/Expenses1Amt014105
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/RecipientPhoneNum08002765822
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 10885
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0BIRMINGHAM
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0AL
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd035202
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0NONE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt014105
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/TotalGrantOrContriPdDurYrAmt014105
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/AppliedToCurrentYearAmt0890
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt014105
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt015966
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt014995
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt015076
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt014105
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt04902
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INDIRECT OTHER PROFESSIONAL FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt0490
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt04412
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0REGIONS BANK TRUST DEPARTMENT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08002765822
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-06-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0GLADYS NEUBAUER TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0REGIONS BANK
ReturnHeader/Filer/BusinessNameControlTxt0GLAD
ReturnHeader/Filer/EIN0426521712
ReturnHeader/Filer/PhoneNum08002765822
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 10885
ReturnHeader/Filer/USAddress/CityNm0BIRMINGHAM
ReturnHeader/Filer/USAddress/StateAbbreviationCd0AL
ReturnHeader/Filer/USAddress/ZIPCd035202
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId00A0C7455A4993FCD528F27BA5A36BE0CB68FE32E
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0A27775691FA93F3E84DF29C9BF951E2540735A3A
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0108.178.239.186
ReturnHeader/FilingSecurityInformation/IPDt02019-06-10
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm008:13:47
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/PreparationDt02019-05-29
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID J ROGERS
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02019-06-10T08:13:47-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-03-01
ReturnHeader/TaxPeriodEndDt02019-02-28
ReturnHeader/TaxYr02018

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$311,825
Liabilities
$0
Net assets
$311,825
Revenue
$14,734
Expenses
$19,807
Net income
-$5,073
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
2019Detailed filing. Detailed filing data is available for this year.$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
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$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