Civic Intelligence

Alexander D Larson Gift Fund 00670000

990 • Fiscal year 2019 • EIN 42-6549922

Jan 01, 2019 to Dec 31, 2019 • Filed on Nov 11, 2020

Organization ProfileN/A
PO Box 747Dubuque, IA 52004-0747

(563) 589-2085

Siviq Scores

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

Liabilities / Assets

7th percentile

0.00x

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

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Liabilities / Revenue

7th percentile

0.00x

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

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Net Margin

38th percentile

-0.1%

Higher net margin than 38% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Top Officer Pay

28th percentile

$69,779

Higher top officer pay than 28% of similar nonprofits.

Top officer pay equals 4.7% of source-year revenue.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2019

Asset Growth

37th percentile

-0.0%

Faster asset growth than 37% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Revenue Growth

6th percentile

-47%

Faster revenue growth than 6% of similar nonprofits.

2019 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets7th percentile

Assets

Down

$6,189,158

Down $761 (-0.0%) from 2018

Net Assets

Down

$6,189,158

Down $761 (-0.0%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue7th percentileNet Margin38th percentile

Revenue

Down

$1,495,954

Down $1,338,972 (-47%) from 2018

Expenses

Up

$1,496,714

Up $211,913 (+16%) from 2018

Net Income

Down

-$760

Down $1,550,885 (-100%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth37th percentile

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

$20M$15M$10M$5.0M$0Assets 2010: $13,668,721Liabilities 2010: $0Net Assets 2010: $13,668,7212010Assets 2011: $12,141,619Liabilities 2011: $0Net Assets 2011: $12,141,6192011Assets 2012: $16,868,813Liabilities 2012: $0Net Assets 2012: $16,868,8132012Assets 2013: $18,396,162Liabilities 2013: $0Net Assets 2013: $18,396,1622013Assets 2014: $10,967,712Liabilities 2014: $0Net Assets 2014: $10,967,7122014Assets 2015: $11,572,623Liabilities 2015: $0Net Assets 2015: $11,572,6232015Assets 2016: $11,536,201Liabilities 2016: $0Net Assets 2016: $11,536,2012016Assets 2017: $14,358,279Liabilities 2017: $0Net Assets 2017: $14,358,2792017Assets 2018: $6,189,919Liabilities 2018: $0Net Assets 2018: $6,189,9192018Assets 2019: $6,189,158Liabilities 2019: $0Net Assets 2019: $6,189,1582019Assets 2020: $6,453,502Liabilities 2020: $0Net Assets 2020: $6,453,5022020Assets 2021: $7,530,559Liabilities 2021: $0Net Assets 2021: $7,530,5592021Assets 2022: $8,065,160Liabilities 2022: $0Net Assets 2022: $8,065,1602022Assets 2023: $7,723,659Liabilities 2023: $0Net Assets 2023: $7,723,6592023

Highlighted filing

2019

Assets$6,189,158
Liabilities$0
Net Assets$6,189,158
Open 2019 Filing

Operations Trend

Revenue Growth6th percentile

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

$15M$10M$5.0M$0-$5.0M-$10MRevenue 2010: $2,191,000Expenses 2010: $2,277,990Net Income 2010: -$86,9902010Revenue 2011: $2,657,586Expenses 2011: $4,184,688Net Income 2011: -$1,527,1022011Revenue 2012: $6,103,331Expenses 2012: $1,376,137Net Income 2012: $4,727,1942012Revenue 2013: $4,112,409Expenses 2013: $2,585,060Net Income 2013: $1,527,3492013Revenue 2014: $2,707,106Expenses 2014: $10,135,556Net Income 2014: -$7,428,4502014Revenue 2015: $3,972,321Expenses 2015: $3,367,410Net Income 2015: $604,9112015Revenue 2016: $1,821,115Expenses 2016: $1,857,537Net Income 2016: -$36,4222016Revenue 2017: $4,368,694Expenses 2017: $1,546,616Net Income 2017: $2,822,0782017Revenue 2018: $2,834,926Expenses 2018: $1,284,801Net Income 2018: $1,550,1252018Revenue 2019: $1,495,954Expenses 2019: $1,496,714Net Income 2019: -$7602019Revenue 2020: $2,008,078Expenses 2020: $1,743,734Net Income 2020: $264,3442020Revenue 2021: $2,328,587Expenses 2021: $1,251,530Net Income 2021: $1,077,0572021Revenue 2022: $2,277,429Expenses 2022: $1,742,828Net Income 2022: $534,6012022Revenue 2023: $1,753,911Expenses 2023: $1,919,205Net Income 2023: -$165,2942023

Highlighted filing

2019

Revenue$1,495,954
Expenses$1,496,714
Net Income-$760
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Nov 11, 2020
Return Version
2019v5.1
Gross Receipts
$3,190,416
Mission and Program Overview

Mission

Grants to charitable organizations-the trust gathers contibutions from individual and organizations, then holds these funds until disbursed to sec. 501(c)(3) organizations.

Grants to charitable organizations

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$4,853,703$5,229,412▲ $375,709
Savings and Temporary Cash Investments$1,336,216$959,746▼ $376,470
Total Assets$6,189,919$6,189,158▼ $761
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$6,189,919$6,189,158▼ $761
Total Net Assets Fund Balance$6,189,919$6,189,158▼ $761
Total Liabilities and Net Assets / Fund Balance$6,189,919$6,189,158▼ $761
Compensation and Service Providers
Top Officer Pay28th percentile

Employees

NameTitleOtherTotal
-Trustee$69,779$69,779

Board Members and Trustees

NameTitle
Lynn B FullerTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$1,195,267
Program Service Revenue
$0
Investment Income
$300,687
Other Revenue
$0
All Other Contributions
$1,195,267
Change in Net Assets
$-760

Noncash Contribution Practices

Property subject to holding requirements
No
Reviewed unusual noncash gifts
Yes
Third parties used for noncash contributions
No

Noncash Contributions

Contribution TypeContribution CountReported AmountValuation Method
Securities Publicly Traded29$596,314Stock Market Quotes
Total Noncash Contributions29$596,314-
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$1,426,935
Other Expenses$69,779
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$1,426,935--$1,426,935
Fees for Services Management-$69,779-$69,779
Total Functional Expenses$1,426,935$69,779$0$1,496,714
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
ST JOHN'S UNIVERSITYQueens, NY501(c)(3)Education$150,000
Holy Family Catholic SchoolsDubuque, IA501(c)(3)Education$99,500
Dubuque Museum of ArtDubuque, IA501(c)(3)Arts, Culture & Humanities$87,700
Loras CollegeDubuque, IA501(c)(3)Education$50,500
FRIENDS OF ST MARY'S STEEPLE SQUAREDubuque, IA501(c)(3)Arts, Culture & Humanities$29,500
Dubuque Mercy Health FoundationDubuque, IA501(c)(3)Health & Human Services$27,000
First Congregational ChurchDubuque, IA501(c)(3)Religious$25,500
National Mississippi River Museum & AquariumDubuque, IA501(c)(3)Arts, Culture & Humanities$24,700
First Christian ChurchKeokuk, IA501(c)(3)Religious$24,600
Dillon Community ChurchDillon, CO501(c)(3)Religious$24,000
Maryknoll Fathers and BrothersMaryknoll, NY501(c)(3)Social Services / Social Benefits$24,000
ST MARY'S UNIVERSITYWinona, MN501(c)(3)Education$20,000
St Joseph the Worker ChurchDubuque, IA501(c)(3)Religious$16,850
University of DubuqueDubuque, IA501(c)(3)Education$15,000
East Dubuque High SchoolEast Dubuque, IL501(c)(3)Education$14,159
ST COLUMBKILLE'S CHURCHDubuque, IA501(c)(3)Religious$14,000
Finley Health FoundationDubuque, IA501(c)(3)Health & Human Services$13,666
Dubuque Rescue MissionDubuque, IA501(c)(3)Social Services / Social Benefits$13,000
Helping Hands Medical MissionsIrving, TX501(c)(3)Health & Human Services$13,000
Culver Stockton CollegeCanton, MO501(c)(3)Education$11,000
Galena Arts & Recreation CenterGalena, IL501(c)(3)Arts, Culture & Humanities$10,000
Clarke UniversityDubuque, IA501(c)(3)Education$9,500
Resurrection ChurchDubuque, IA501(c)(3)Religious$9,500
Interfaith Food PantryMorris Plains, NJ501(c)(3)Religious$9,354
St Catherine of Siena Catholic ChurchWest Dundee, IL501(c)(3)Religious$9,025
ST ANTHONY'S CHURCHDubuque, IA501(c)(3)Religious$9,000
Trijang Buddhist InstituteNorthfield, VT501(c)(3)Religious$9,000
Stonehill Benevolent FoundationDubuque, IA501(c)(3)Social Services / Social Benefits$7,750
St John Neumann Catholic ChurchEagan, MN501(c)(3)Religious$7,500
Northeast Iowa Community College Endowment FundPeosta, IA501(c)(3)Education$6,600
ST JUDE CHILDREN'S RESEARCH HOSPITAL INCMemphis, TN501(c)(3)Health & Human Services$6,400
Asbury United Methodist ChurchMadison, WI501(c)(3)Religious$6,000
Holy Spirit ParishDubuque, IA501(c)(3)Religious$5,650
Hillcrest Family ServicesDubuque, IA501(c)(3)Health & Human Services$5,500
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
Yes
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
Yes

Governance Explanations

Form 990, Part VI, Section A, Line 2

“Form 990 part vi line 2: the trustee is an individual of the exempt organization are/were employees of dubuque bank & trust.”

Form 990, Part VI, Section A, Line 3

“Organization contracts with dubuque bank & trust for management of fund raising, accounting and related services. The fees charged for these services are based on standard fees charged to unrelated customers.”

Form 990, Part VI, Section B, Line 11B

“The trustees of the organization comprise the governing body and all were provided a copy of form 990 prior to filing.”

Form 990, Part VI, Section B, Line 12C

“Trust department policies require the monitoring and enforcement of conflict of interest policies of this organization.”

Form 990, Part VI, Section C, Line 19

“Organization fully complies with all request for public disclosure of financial statements and policies. It does so by the maintenance of public disclosure copies at the organization's office.”

Part VII Section A Col (B)

“The individual trustee of the exempt organization is a full-time employee and officer of the related organization.”

Filing and Contact Details

Filer

Filer Name
Heartland Charitable Trust
EIN
42-6549922
Phone
5635892085
Address
PO BOX 747, DUBUQUE, IA 52004-0747

Signing Officer

Name
Lynn B Fuller
Title
Vice President
Phone
5635892085
Signed
2020-11-11
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Lynn B Fuller
Formed
1996
Legal Domicile
Ia
Voting Board Members
1
Independent Board Members
0
Employees
0
Volunteers
0

Preparer

Firm
Rsm US Llp
Address
700 LOCUST ST STE 205, DUBUQUE, IA 52001
Preparer
Chad Wernimont
Phone
5635884691
Raw XML AppendixShowing 400 of 708 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
IRS990/AccountantCompileOrReviewInd00
IRS990/ActivitiesConductedPrtshpInd00
IRS990/ActivityOrMissionDesc0GRANTS TO CHARITABLE ORGANIZATIONS
IRS990/AllOtherContributionsAmt01195267
IRS990/AnnualDisclosureCoveredPrsnInd01
IRS990/BooksInCareOfDetail/PersonNm0RAYE ANN DOWNS
IRS990/BooksInCareOfDetail/PhoneNum05635874019
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt01398 CENTRAL AVENUE
IRS990/BooksInCareOfDetail/USAddress/CityNm0DUBUQUE
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd052001
IRS990/BusinessRlnWith35CtrlEntInd00
IRS990/BusinessRlnWithFamMemInd00
IRS990/BusinessRlnWithOrgMemInd00
IRS990/ChangeToOrgDocumentsInd00
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd00
IRS990/CompensationFromOtherSrcsInd01
IRS990/CompensationProcessCEOInd00
IRS990/CompensationProcessOtherInd00
IRS990/ConflictOfInterestPolicyInd01
IRS990/ConservationEasementsInd00
IRS990/ConsolidatedAuditFinclStmtInd00
IRS990/CreditCounselingInd00
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt01195267
IRS990/CYGrantsAndSimilarPaidAmt01426935
IRS990/CYInvestmentIncomeAmt0300687
IRS990/CYOtherExpensesAmt069779
IRS990/CYOtherRevenueAmt00
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0-760
IRS990/CYSalariesCompEmpBnftPaidAmt00
IRS990/CYTotalExpensesAmt01496714
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt01495954
IRS990/DecisionsSubjectToApprovaInd00
IRS990/DeductibleArtContributionInd00
IRS990/DeductibleNonCashContriInd01
IRS990/DelegationOfMgmtDutiesInd01
IRS990/Desc0TO PROVIDE DONOR ADVISED GRANTS TO CHARITABLE ORGANIZATIONS SCHEDULE ATTACHED
IRS990/DescribedInSection501c3Ind01
IRS990/DisregardedEntityInd00
IRS990/DocumentRetentionPolicyInd01
IRS990/DonorAdvisedFundInd01
IRS990/DonorRstrOrQuasiEndowmentsInd00
IRS990/ElectionOfBoardMembersInd00
IRS990/EmployeeCnt00
IRS990/EngagedInExcessBenefitTransInd00
IRS990/ExpenseAmt01426935
IRS990/FamilyOrBusinessRlnInd01
IRS990/FederalGrantAuditRequiredInd00
IRS990/FeesForServicesManagementGrp/ManagementAndGeneralAmt069779
IRS990/FeesForServicesManagementGrp/TotalAmt069779
IRS990/ForeignActivitiesInd00
IRS990/ForeignFinancialAccountInd00
IRS990/ForeignOfficeInd00
IRS990/Form8282PropertyDisposedOfInd00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt040.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt11.00
IRS990/Form990PartVIISectionAGrp/BusinessName/BusinessNameLine1Txt0DUBUQUE BANK & TRUST
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/InstitutionalTrusteeInd0X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/PersonNm0LYNN B FULLER
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt169779
IRS990/Form990PartVIISectionAGrp/TitleTxt0TRUSTEE
IRS990/Form990PartVIISectionAGrp/TitleTxt1TRUSTEE
IRS990/Form990ProvidedToGvrnBodyInd01
IRS990/FormationYr01996
IRS990/FormerOfcrEmployeesListedInd00
IRS990/FSAuditedInd00
IRS990/FundraisingActivitiesInd00
IRS990/GainOrLossGrp/SecuritiesAmt083256
IRS990/GamingActivitiesInd00
IRS990/GoverningBodyVotingMembersCnt01
IRS990/GrantAmt01426935
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt01426935
IRS990/GrantsToDomesticOrgsGrp/TotalAmt01426935
IRS990/GrantsToIndividualsInd00
IRS990/GrantsToOrganizationsInd01
IRS990/GrantToRelatedPersonInd00
IRS990/GrossAmountSalesAssetsGrp/SecuritiesAmt01777718
IRS990/GrossReceiptsAmt03190416
IRS990/GroupReturnForAffiliatesInd00
IRS990/IncludeFIN48FootnoteInd00
IRS990/IndependentAuditFinclStmtInd00
IRS990/IndependentVotingMemberCnt00
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd00
IRS990/InfoInScheduleOPartVIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InvestmentIncomeGrp/ExclusionAmt0217431
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0217431
IRS990/InvestmentInJointVentureInd00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt04853703
IRS990/InvestmentsPubTradedSecGrp/EOYAmt05229412
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LegalDomicileStateCd0IA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt01694462
IRS990/LoanOutstandingInd00
IRS990/LobbyingActivitiesInd00
IRS990/LocalChaptersInd00
IRS990/MaterialDiversionOrMisuseInd00
IRS990/MembersOrStockholdersInd00
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd01
IRS990/MinutesOfGoverningBodyInd01
IRS990/MissionDesc0GRANTS TO CHARITABLE ORGANIZATIONS-THE TRUST GATHERS CONTIBUTIONS FROM INDIVIDUAL AND ORGANIZATIONS, THEN HOLDS THESE FUNDS UNTIL DISBURSED TO SEC. 501(C)(3) ORGANIZATIONS.
IRS990/MoreThan5000KToIndividualsInd00
IRS990/MoreThan5000KToOrgInd00
IRS990/NetAssetsOrFundBalancesBOYAmt06189919
IRS990/NetAssetsOrFundBalancesEOYAmt06189158
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt083256
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt083256
IRS990/NetUnrelatedBusTxblIncmAmt00
IRS990/NoDonorRestrictionNetAssetsGrp/BOYAmt06189919
IRS990/NoDonorRestrictionNetAssetsGrp/EOYAmt06189158
IRS990/NoncashContributionsAmt0596314
IRS990/NondeductibleContributionsInd00
IRS990/OfficerMailingAddressInd00
IRS990/OperateHospitalInd00
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsFASB117Ind0X
IRS990/OtherChangesInNetAssetsAmt00
IRS990/PartialLiquidationInd00
IRS990/PayPremiumsPrsnlBnftCntrctInd00
IRS990/PoliticalCampaignActyInd00
IRS990/PrincipalOfficerNm0LYNN B FULLER
IRS990/ProfessionalFundraisingInd00
IRS990/ProhibitedTaxShelterTransInd00
IRS990/PYBenefitsPaidToMembersAmt00
IRS990/PYContributionsGrantsAmt02095878
IRS990/PYExcessBenefitTransInd00
IRS990/PYGrantsAndSimilarPaidAmt01182201
IRS990/PYInvestmentIncomeAmt0739048
IRS990/PYOtherExpensesAmt0102600
IRS990/PYOtherRevenueAmt00
IRS990/PYProgramServiceRevenueAmt00
IRS990/PYRevenuesLessExpensesAmt01550125
IRS990/PYSalariesCompEmpBnftPaidAmt00
IRS990/PYTotalExpensesAmt01284801
IRS990/PYTotalProfFndrsngExpnsAmt00
IRS990/PYTotalRevenueAmt02834926
IRS990/QuidProQuoContributionsInd00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990/ReconcilationRevenueExpnssAmt0-760
IRS990/RegularMonitoringEnfrcInd01
IRS990/RelatedEntityInd01
IRS990/RelatedOrganizationCtrlEntInd00
IRS990/ReportInvestmentsOtherSecInd00
IRS990/ReportLandBuildingEquipmentInd00
IRS990/ReportOtherAssetsInd00
IRS990/ReportOtherLiabilitiesInd00
IRS990/ReportProgramRelatedInvstInd00
IRS990/SavingsAndTempCashInvstGrp/BOYAmt01336216
IRS990/SavingsAndTempCashInvstGrp/EOYAmt0959746
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearAmt01195267
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus1YearAmt02095878
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus2YearsAmt03724803
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt01303788
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus4YearsAmt02935212
IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/TotalAmt011254948
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearAmt0217431
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus1YearAmt0534141
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus2YearsAmt0395778
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus3YearsAmt0254514
IRS990ScheduleA/GrossInvestmentIncome170Grp/CurrentTaxYearMinus4YearsAmt0293358
IRS990ScheduleA/GrossInvestmentIncome170Grp/TotalAmt01695222
IRS990ScheduleA/PublicOrganization170Ind0X
IRS990ScheduleA/PublicSupportCY170Pct00.61870
IRS990ScheduleA/PublicSupportPY170Pct00.59300
IRS990ScheduleA/PublicSupportTotal170Amt08012777
IRS990ScheduleA/SubstantialContributorsTotAmt03242171
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY170Ind0X
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearAmt01195267
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus1YearAmt02095878
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus2YearsAmt03724803
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus3YearsAmt01303788
IRS990ScheduleA/TotalCalendarYear170Grp/CurrentTaxYearMinus4YearsAmt02935212
IRS990ScheduleA/TotalCalendarYear170Grp/TotalAmt011254948
IRS990ScheduleA/TotalSupportAmt012950170
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd01
IRS990ScheduleD/DisclosedForCharitablePrpsInd01
IRS990ScheduleD/DisclosedOrgLegCtrlInd01
IRS990ScheduleD/DonorAdvisedFundsContriAmt01195267
IRS990ScheduleD/DonorAdvisedFundsGrantsAmt01426935
IRS990ScheduleD/DonorAdvisedFundsHeldCnt074
IRS990ScheduleD/DonorAdvisedFundsVlEOYAmt06189158
IRS990ScheduleD/TotalBookValueLandBuildingsAmt00
IRS990ScheduleI/GrantRecordsMaintainedInd01
IRS990ScheduleI/RecipientTable/CashGrantAmt06000
IRS990ScheduleI/RecipientTable/CashGrantAmt19500
IRS990ScheduleI/RecipientTable/CashGrantAmt211000
IRS990ScheduleI/RecipientTable/CashGrantAmt324000
IRS990ScheduleI/RecipientTable/CashGrantAmt427000
IRS990ScheduleI/RecipientTable/CashGrantAmt587700
IRS990ScheduleI/RecipientTable/CashGrantAmt613000
IRS990ScheduleI/RecipientTable/CashGrantAmt714159
IRS990ScheduleI/RecipientTable/CashGrantAmt813666
IRS990ScheduleI/RecipientTable/CashGrantAmt924600
IRS990ScheduleI/RecipientTable/CashGrantAmt1025500
IRS990ScheduleI/RecipientTable/CashGrantAmt1129500
IRS990ScheduleI/RecipientTable/CashGrantAmt1210000
IRS990ScheduleI/RecipientTable/CashGrantAmt1313000
IRS990ScheduleI/RecipientTable/CashGrantAmt145500
IRS990ScheduleI/RecipientTable/CashGrantAmt1599500
IRS990ScheduleI/RecipientTable/CashGrantAmt165650
IRS990ScheduleI/RecipientTable/CashGrantAmt1750500
IRS990ScheduleI/RecipientTable/CashGrantAmt1824000
IRS990ScheduleI/RecipientTable/CashGrantAmt1924700
IRS990ScheduleI/RecipientTable/CashGrantAmt206600
IRS990ScheduleI/RecipientTable/CashGrantAmt219500
IRS990ScheduleI/RecipientTable/CashGrantAmt229000
IRS990ScheduleI/RecipientTable/CashGrantAmt239025
IRS990ScheduleI/RecipientTable/CashGrantAmt2414000
IRS990ScheduleI/RecipientTable/CashGrantAmt2516850
IRS990ScheduleI/RecipientTable/CashGrantAmt266400
IRS990ScheduleI/RecipientTable/CashGrantAmt2720000
IRS990ScheduleI/RecipientTable/CashGrantAmt287750
IRS990ScheduleI/RecipientTable/CashGrantAmt299000
IRS990ScheduleI/RecipientTable/CashGrantAmt309354
IRS990ScheduleI/RecipientTable/CashGrantAmt317500
IRS990ScheduleI/RecipientTable/CashGrantAmt32150000
IRS990ScheduleI/RecipientTable/CashGrantAmt3315000
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc1501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc2501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc3501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc4501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc5501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc6501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc7501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc8501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc9501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc10501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc11501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc12501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc13501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc14501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc15501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc16501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc17501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc18501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc19501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc20501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc21501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc22501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc23501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc24501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc25501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc26501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc27501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc28501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc29501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc30501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc31501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc32501(C)(3)
IRS990ScheduleI/RecipientTable/IRCSectionDesc33501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0RELIGIOUS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1EDUCATION
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2EDUCATION
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3RELIGIOUS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt4HEALTH & HUMAN SERVICES
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt5ARTS, CULTURE & HUMANITIES
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt6SOCIAL SERVICES / SOCIAL BENEFITS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt7EDUCATION
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt8HEALTH & HUMAN SERVICES
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt9RELIGIOUS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt10RELIGIOUS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt11ARTS, CULTURE & HUMANITIES
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt12ARTS, CULTURE & HUMANITIES
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt13HEALTH & HUMAN SERVICES
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt14HEALTH & HUMAN SERVICES
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt15EDUCATION
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt16RELIGIOUS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt17EDUCATION
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt18SOCIAL SERVICES / SOCIAL BENEFITS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt19ARTS, CULTURE & HUMANITIES
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt20EDUCATION
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt21RELIGIOUS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt22RELIGIOUS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt23RELIGIOUS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt24RELIGIOUS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt25RELIGIOUS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt26HEALTH & HUMAN SERVICES
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt27EDUCATION
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt28SOCIAL SERVICES / SOCIAL BENEFITS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt29RELIGIOUS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt30RELIGIOUS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt31RELIGIOUS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt32EDUCATION
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt33EDUCATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0ASBURY UNITED METHODIST CHURCH
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt1CLARKE UNIVERSITY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt2CULVER STOCKTON COLLEGE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt3DILLON COMMUNITY CHURCH
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt4DUBUQUE MERCY HEALTH FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt5DUBUQUE MUSEUM OF ART
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt6DUBUQUE RESCUE MISSION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt7EAST DUBUQUE HIGH SCHOOL
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt8FINLEY HEALTH FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt9FIRST CHRISTIAN CHURCH
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt10FIRST CONGREGATIONAL CHURCH
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt11FRIENDS OF ST MARY'S STEEPLE SQUARE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt12GALENA ARTS & RECREATION CENTER
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt13HELPING HANDS MEDICAL MISSIONS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt14HILLCREST FAMILY SERVICES
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt15HOLY FAMILY CATHOLIC SCHOOLS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt16HOLY SPIRIT PARISH
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt17LORAS COLLEGE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt18MARYKNOLL FATHERS AND BROTHERS
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt19NATIONAL MISSISSIPPI RIVER MUSEUM & AQUARIUM
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt20NORTHEAST IOWA COMMUNITY COLLEGE ENDOWMENT FUND
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt21RESURRECTION CHURCH
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt22ST ANTHONY'S CHURCH
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt23ST CATHERINE OF SIENA CATHOLIC CHURCH
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt24ST COLUMBKILLE'S CHURCH
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt25ST JOSEPH THE WORKER CHURCH
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt26ST JUDE CHILDREN'S RESEARCH HOSPITAL INC
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt27ST MARY'S UNIVERSITY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt28STONEHILL BENEVOLENT FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt29TRIJANG BUDDHIST INSTITUTE
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt30INTERFAITH FOOD PANTRY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt31ST JOHN NEUMANN CATHOLIC CHURCH
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt32ST JOHN'S UNIVERSITY
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt33UNIVERSITY OF DUBUQUE
IRS990ScheduleI/RecipientTable/RecipientEIN0396063282
IRS990ScheduleI/RecipientTable/RecipientEIN1420680408
IRS990ScheduleI/RecipientTable/RecipientEIN2430610813
IRS990ScheduleI/RecipientTable/RecipientEIN3846037598
IRS990ScheduleI/RecipientTable/RecipientEIN4262227941
IRS990ScheduleI/RecipientTable/RecipientEIN5421071185
IRS990ScheduleI/RecipientTable/RecipientEIN6420844836
IRS990ScheduleI/RecipientTable/RecipientEIN7361004724
IRS990ScheduleI/RecipientTable/RecipientEIN8421286953
IRS990ScheduleI/RecipientTable/RecipientEIN9421145804
IRS990ScheduleI/RecipientTable/RecipientEIN10420842209
IRS990ScheduleI/RecipientTable/RecipientEIN11464898142
IRS990ScheduleI/RecipientTable/RecipientEIN12322616288
IRS990ScheduleI/RecipientTable/RecipientEIN13752735085
IRS990ScheduleI/RecipientTable/RecipientEIN14420680411
IRS990ScheduleI/RecipientTable/RecipientEIN15420792429
IRS990ScheduleI/RecipientTable/RecipientEIN16420738963
IRS990ScheduleI/RecipientTable/RecipientEIN17420680412
IRS990ScheduleI/RecipientTable/RecipientEIN18131740144
IRS990ScheduleI/RecipientTable/RecipientEIN19426072050
IRS990ScheduleI/RecipientTable/RecipientEIN20421178729
IRS990ScheduleI/RecipientTable/RecipientEIN21420861036
IRS990ScheduleI/RecipientTable/RecipientEIN22420680265
IRS990ScheduleI/RecipientTable/RecipientEIN23362205986
IRS990ScheduleI/RecipientTable/RecipientEIN24420680317
IRS990ScheduleI/RecipientTable/RecipientEIN25420698063
IRS990ScheduleI/RecipientTable/RecipientEIN26620646012
IRS990ScheduleI/RecipientTable/RecipientEIN27410695527
IRS990ScheduleI/RecipientTable/RecipientEIN28421337556
IRS990ScheduleI/RecipientTable/RecipientEIN29462532218
IRS990ScheduleI/RecipientTable/RecipientEIN30223618468
IRS990ScheduleI/RecipientTable/RecipientEIN31411311105
IRS990ScheduleI/RecipientTable/RecipientEIN32111630830
IRS990ScheduleI/RecipientTable/RecipientEIN33420680323
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt06101 UNIVERSITY AVENUE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt11550 CLARKE DRIVE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt2ONE COLLEGE HILL
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt3371 E LABONTE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt4250 MERCY DRIVE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt5701 LOCUST STREET
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt6PO BOX 147
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt7200 PARKLANE DRIVE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt8350 N GRANDVIEW AVE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt93676 MAIN STREET
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt10255 W 10TH STREET
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt11900 JACKSON STEET SUITE LL2
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt12413 S BENCH STREET
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt13PO BOX 171088
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt142005 ASBURY ROAD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt152005 KANE STREET
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt162215 WINDSOR AVENUE
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt171450 ALTA VISTA STREET
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt18PO BOX 302
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt19350 E 3RD ST
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt2010250 SUNDOWN RD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt214300 ASBURY ROAD
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt221870 ST AMBROSE STREET
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt23845 W MAIN STREET

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$6,189,158
Liabilities
$0
Net assets
$6,189,158
Revenue
$1,495,954
Expenses
$1,496,714
Net income
-$760
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.72$0.00$7.72$1.75$1.92$0.17
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$8.07$0.00$8.07$2.28$1.74$0.53
2021Detailed filing. Detailed filing data is available for this year.$7.53$0.00$7.53$2.33$1.25$1.08
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.45$0.00$6.45$2.01$1.74$0.26
2019Detailed filing. Detailed filing data is available for this year.$6.19$0.00$6.19$1.50$1.50$0.00
2018Detailed filing. Detailed filing data is available for this year.$6.19$0.00$6.19$2.83$1.28$1.55
2017Summary only. Only limited summary data is available for this year.$14.4$0.00$14.4$4.37$1.55$2.82
2016Summary only. Only limited summary data is available for this year.$11.5$0.00$11.5$1.82$1.86$0.04
2015Summary only. Only limited summary data is available for this year.$11.6$0.00$11.6$3.97$3.37$0.60
2014Summary only. Only limited summary data is available for this year.$11.0$0.00$11.0$2.71$10.1$7.43
2013Detailed filing. Detailed filing data is available for this year.$18.4$0.00$18.4$4.11$2.59$1.53
2012Summary only. Only limited summary data is available for this year.$16.9$0.00$16.9$6.10$1.38$4.73
2011Summary only. Only limited summary data is available for this year.$12.1$0.00$12.1$2.66$4.18$1.53
2010Summary only. Only limited summary data is available for this year.$13.7$0.00$13.7$2.19$2.28$0.09