Civic Intelligence

Rd Mcdonald Charitable Trust

990PF • Fiscal year 2018 • EIN 42-6530862

Jan 01, 2018 to Dec 31, 2018 • Filed on Nov 14, 2019

Organization Profile
3399 Eagle Point DriveDubuque, IA 52001

(563) 543-0220

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.

2018 filings • <$500k nonprofits • Source year 2018

Liabilities / Revenue

59th percentile

0.00x

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

2018 filings • <$500k nonprofits • Source year 2018

Net Margin

62nd percentile

8.8%

Higher net margin than 62% of similar nonprofits.

2018 filings • <$500k nonprofits • Source year 2018

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.

2018 filings • <$500k nonprofits • Source year 2018

Asset Growth

51st percentile

1.0%

Faster asset growth than 51% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Revenue Growth

84th percentile

43%

Faster revenue growth than 84% of similar nonprofits.

2018 filings • <$500k nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets59th percentile

Assets

Up

$193,251

Up $1,966 (+1.0%) from 2017

Net Assets

Up

$193,251

Up $1,966 (+1.0%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin62nd percentile

Revenue

Up

$22,430

Up $6,715 (+43%) from 2017

Expenses

Down

$20,464

Down $9,824 (-32%) from 2017

Net Income

Up

$1,966

Up $16,539 (+113%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth51st percentile

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

$300K$200K$100K$0Assets 2011: $286,201Liabilities 2011: $02011Assets 2012: $268,886Liabilities 2012: $0Net Assets 2012: $268,8862012Assets 2013: $257,190Liabilities 2013: $0Net Assets 2013: $257,1902013Assets 2014: $218,701Liabilities 2014: $0Net Assets 2014: $218,7012014Assets 2015: $226,603Liabilities 2015: $0Net Assets 2015: $226,6032015Assets 2016: $205,858Liabilities 2016: $0Net Assets 2016: $205,8582016Assets 2017: $191,285Liabilities 2017: $0Net Assets 2017: $191,2852017Assets 2018: $193,251Liabilities 2018: $0Net Assets 2018: $193,2512018Assets 2019: $251,289Liabilities 2019: $0Net Assets 2019: $251,2892019Assets 2020: $0Liabilities 2020: $0Net Assets 2020: $02020

Highlighted filing

2018

Assets$193,251
Liabilities$0
Net Assets$193,251
Open 2018 Filing

Operations Trend

Revenue Growth84th percentile

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

$400K$300K$200K$100K$0-$100KRevenue 2011: $12,947Expenses 2011: $19,129Net Income 2011: -$6,1822011Expenses 2012: $31,1292012Revenue 2013: $23,109Expenses 2013: $34,805Net Income 2013: -$11,6962013Revenue 2014: -$7,111Expenses 2014: $31,378Net Income 2014: -$38,4892014Revenue 2015: $37,184Expenses 2015: $29,282Net Income 2015: $7,9022015Revenue 2016: $13,795Expenses 2016: $34,540Net Income 2016: -$20,7452016Revenue 2017: $15,715Expenses 2017: $30,288Net Income 2017: -$14,5732017Revenue 2018: $22,430Expenses 2018: $20,464Net Income 2018: $1,9662018Revenue 2019: $308,655Expenses 2019: $250,617Net Income 2019: $58,0382019Revenue 2020: $593Expenses 2020: $593Net Income 2020: $02020

Highlighted filing

2018

Revenue$22,430
Expenses$20,464
Net Income$1,966
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Nov 14, 2019
Return Version
2018v3.1
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROBERT D MCDONALD IITrustee-$0--
JEAN M MCDONALDTrustee-$0--
TRISH L MCDONALDTrustee-$0--
SHARON MCDONALD YOUNGTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Rd Mcdonald Charitable Trust
EIN
42-6530862
Address
3399 EAGLE POINT DRIVE, Dubuque, IA 52001

Signing Officer

Name
Robert Mcdonald
Title
Officer
Phone
5635430220
Signed
2019-11-14
Discuss with paid preparer
Yes

Preparer

Firm
Theisen Bookkeeping & Tax Service
Address
1950 JOHN F KENNEDY RD, DUBUQUE, IA 52002
Preparer
Ron Theisen
Phone
5635833587
Raw XML Appendix329 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/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
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IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
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IRS990PF/SumOfProgramRelatedInvstGrp/Expenses1Amt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt020000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0GENERAL WELFARE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0EOF
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0HOLY FAMILY CATHOLIC SCHOOLS
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IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt020000
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
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IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt023573
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt03573
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt04794
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt09987
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt07263
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt08194
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt012979
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt03573
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt09406
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt030238
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt04794
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt09987
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt07263
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt08194
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt020000
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt039644
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt043217
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc02017 FEDERAL TAX
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0314
ReturnHeader/BuildTS02020-04-17 16:48:07Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT MCDONALD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum05635430220
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-11-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0RD MCDONALD CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0RDMC
ReturnHeader/Filer/EIN0426530862
ReturnHeader/Filer/USAddress/AddressLine1Txt03399 EAGLE POINT DRIVE
ReturnHeader/Filer/USAddress/CityNm0Dubuque
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd052001
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0E84A972B1D1974F9388F1E56992267E087C469C2
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0E84A972B1D1974F9388F1E56992267E087C469C2
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId04207692019319lzgymbe
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02019-11-15
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt050.80.235.217
ReturnHeader/FilingSecurityInformation/IPDt02019-11-15
ReturnHeader/FilingSecurityInformation/IPTm012:26:24
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0421453212
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0THEISEN BOOKKEEPING & TAX SERVICE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01950 JOHN F KENNEDY RD
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DUBUQUE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd052002
ReturnHeader/PreparerPersonGrp/PhoneNum05635833587
ReturnHeader/PreparerPersonGrp/PreparationDt02019-11-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RON THEISEN
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02019-11-14T15:09:13-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$193,251
Liabilities
$0
Net assets
$193,251
Revenue
$22,430
Expenses
$20,464
Net income
$1,966
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2020Detailed filing. Detailed filing data is available for this year.$0.00$0.00$0.00$0.01$0.01$0.00
2019Detailed filing. Detailed filing data is available for this year.$2.51$0.00$2.51$3.09$2.51$0.58
2018Detailed filing. Detailed filing data is available for this year.$1.93$0.00$1.93$0.22$0.20$0.02
2017Detailed filing. Detailed filing data is available for this year.$1.91$0.00$1.91$0.16$0.30$0.15
2016Detailed filing. Detailed filing data is available for this year.$2.06$0.00$2.06$0.14$0.35$0.21
2015Detailed filing. Detailed filing data is available for this year.$2.27$0.00$2.27$0.37$0.29$0.08
2014Detailed filing. Detailed filing data is available for this year.$2.19$0.00$2.19$0.07$0.31$0.38
2013Detailed filing. Detailed filing data is available for this year.$2.57$0.00$2.57$0.23$0.35$0.12
2012Detailed filing. Detailed filing data is available for this year.$2.69$0.00$2.69$0.31
2011Summary only. Only limited summary data is available for this year.$2.86$0.00$0.13$0.19$0.06