Civic Intelligence

Rd Mcdonald Charitable Trust

990PF • Fiscal year 2020 • EIN 42-6530862

Jan 01, 2020 to Dec 31, 2020 • Filed on Mar 14, 2021

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

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2020

Liabilities / Revenue

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

43rd percentile

0.0%

Higher net margin than 43% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

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.

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

2nd percentile

-100%

Faster asset growth than 2% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

2nd percentile

-100%

Faster revenue growth than 2% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Down

$0

Down $251,289 (-100%) from 2019

Net Assets

Down

$0

Down $251,289 (-100%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin43rd percentile

Revenue

Down

$593

Down $308,062 (-100%) from 2019

Expenses

Down

$593

Down $250,024 (-100%) from 2019

Net Income

Down

$0

Down $58,038 (-100%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth2nd 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

2020

Assets$0
Liabilities$0
Net Assets$0
Open 2020 Filing

Operations Trend

Revenue Growth2nd 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

2020

Revenue$593
Expenses$593
Net Income$0
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Mar 14, 2021
Return Version
2020v4.1
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
2021-03-14
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 Appendix218 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/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt00
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IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt00
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0ROBERT D MCDONALD II
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JEAN M MCDONALD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2TRISH L MCDONALD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3SHARON MCDONALD YOUNG
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt2480 ARLINGTON STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt38419 BLAZYK DRIVE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0Dubuque
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1Dubuque
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2Dubuque
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3Austin
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IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0593
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0593
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IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt004
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0NOT APPLICABLE
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0false
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0false
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0ROBERT D MCDONALD II
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt03399 EAGLE POINT DRIVE
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IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt07263
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OtherDecreasesSchedule/OtherDecreasesDetail/Amt11289
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ReturnHeader/BuildTS02022-09-23 18:48:47Z
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ReturnHeader/BusinessOfficerGrp/SignatureDt02021-03-14
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0RD MCDONALD CHARITABLE TRUST
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ReturnHeader/Filer/EIN0426530862
ReturnHeader/Filer/USAddress/AddressLine1Txt03399 EAGLE POINT DRIVE
ReturnHeader/Filer/USAddress/CityNm0Dubuque
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd052001
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0421453212
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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/PreparationDt02021-11-12
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0RON THEISEN
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-11-12T13:51:50-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ROBERT
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0MCDONALD
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$0
Liabilities
$0
Net assets
$0
Revenue
$593
Expenses
$593
Net income
$0
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