Civic Intelligence

Meyerhoff Charitable Trust

990PF • Fiscal year 2012 • EIN 42-6554728

Jan 01, 2012 to Dec 31, 2012 • Filed on Apr 04, 2013

Organization Profile
3720 Village Place Apt 533350702
Siviq Scores

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

Liabilities / Assets

35th percentile

0.00x

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

2012 filings • $500k-$1M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

95th percentile

$14,021

Higher top officer pay than 95% of similar nonprofits.

2012 filings • $500k-$1M nonprofits • Source year 2012

Asset Growth

34th percentile

-2.5%

Faster asset growth than 34% of similar nonprofits.

2012 filings • $500k-$1M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets35th percentile

Assets

Down

$549,741

Down $13,905 (-2.5%) from 2011

Net Assets

Down

$549,741

Down $13,905 (-2.5%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$67,348

Up $2,748 (+4.3%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth34th percentile

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

$800K$600K$400K$200K$0Assets 2011: $563,646Liabilities 2011: $0Net Assets 2011: $563,6462011Assets 2012: $549,741Liabilities 2012: $0Net Assets 2012: $549,7412012Assets 2013: $518,517Liabilities 2013: $0Net Assets 2013: $518,5172013Assets 2014: $525,238Liabilities 2014: $0Net Assets 2014: $525,2382014Assets 2015: $498,576Liabilities 2015: $0Net Assets 2015: $498,5762015Assets 2016: $503,581Liabilities 2016: $0Net Assets 2016: $503,5812016Assets 2019: $576,002Liabilities 2019: $02019Assets 2020: $596,527Liabilities 2020: $0Net Assets 2020: $596,5272020Assets 2021: $614,845Liabilities 2021: $0Net Assets 2021: $614,8452021Assets 2022: $606,390Liabilities 2022: $0Net Assets 2022: $606,3902022Assets 2023: $670,833Liabilities 2023: $0Net Assets 2023: $670,8332023Assets 2024: $759,923Liabilities 2024: $0Net Assets 2024: $759,9232024

Highlighted filing

2012

Assets$549,741
Liabilities$0
Net Assets$549,741
Open 2012 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$200K$100K$0-$100KExpenses 2011: $64,6002011Expenses 2012: $67,3482012Revenue 2013: $41,953Expenses 2013: $73,177Net Income 2013: -$31,2242013Revenue 2014: $80,993Expenses 2014: $74,272Net Income 2014: $6,7212014Revenue 2015: $53,223Expenses 2015: $79,884Net Income 2015: -$26,6612015Revenue 2016: $81,036Expenses 2016: $76,031Net Income 2016: $5,0052016Revenue 2019: $63,258Expenses 2019: $60,315Net Income 2019: $2,9432019Revenue 2020: $63,539Expenses 2020: $43,014Net Income 2020: $20,5252020Revenue 2021: $80,176Expenses 2021: $61,858Net Income 2021: $18,3182021Revenue 2022: $54,704Expenses 2022: $63,159Net Income 2022: -$8,4552022Revenue 2023: $128,433Expenses 2023: $63,990Net Income 2023: $64,4432023Revenue 2024: $178,382Expenses 2024: $89,292Net Income 2024: $89,0902024

Highlighted filing

2012

Revenue-
Expenses$67,348
Net Income-
Open 2012 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2012 to Dec 31, 2012
Signed
Apr 4, 2013
Return Version
2012v2.1
Compensation and Service Providers
Top Officer Pay95th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOE NUTTINGTrustee-$14,021-$14,021
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantVARIOUS RECIPIENTS- SEE SCHOLARSHIP DETAILSCHOLARSHIPS-VARIOUS, IA, US$46,600
Filing and Contact Details

Filer

EIN
42-6554728
Raw XML Appendix349 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
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AccountingFeesSchedule/AccountingFees/Category0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFees/DisbursementsCharitablePrps00
AccountingFeesSchedule/AccountingFees/NetInvestmentIncome03255
GeneralExplanationAttachment/GeneralExplanation/Explanation0ELECTION STATEMENT UNDER REGS. SECTION 53.4942(A)-3(D)(2) THE TAXPAYER HEREBY ELECTS UNDER REGS. SECTION 53.4942(A)- 3(D)(2) TO DESIGNATE THE QUALIFYING DISTRIBUTIONS OF $46,429 MADE DURING THE TAX YEAR ENDING DECEMBER 31, 2012 TO PRECEDING TAX YEARS. THE TAXPAYER ELECTS THAT THE DISTRIBUTIONS BE ALLOCATED IN THE FOLLOWING MANNER: $46,492 TO THE TAXABLE YEAR ENDING DECEMBER 31, 2011.
GeneralExplanationAttachment/GeneralExplanation/Explanation1FOR THE TAX YEAR ENDING DECEMBER 31, 2012 PART XV: SUPPLEMENTARY INFORMATION - GRANTS PAID DURING 2012 INDIVIDUAL RECIPIENTS OF 89 SCHOLARSHIPS, WHICH AVERAGED $524 FOR THE TAXABLE YEAR ENDING DECEMBER 31, 2012 DETAIL REGARDING INDIVIDUAL RECIPIENTS CAN BE PROVIDED UPON REQUEST. THE TOTAL AMOUNT OF SCHOLARSHIPS AWARDED WAS $46,600.
GeneralExplanationAttachment/GeneralExplanation/Identifier0SECTION 53.4942(A)-3(D)(2)
GeneralExplanationAttachment/GeneralExplanation/Identifier1SCHOLARSHIP DETAIL
InvestmentsOtherSchedule2/InvestmentsOther/BookValue0548091
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired02005-04-19
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired12009-12-02
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired22008-04-04
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired32004-05-14
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired42004-05-14
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold02012-07-03
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold12012-07-03
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold22012-07-24
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold32012-07-13
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateSold42012-07-16
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset0200 SH. ALLIANCE BERNSTEIN HOLDING LP
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1500 SH. GUGGENHEIM S&P GLOBAL WATER
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2200 SH. DIGITAL REALTY TRUST INC
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset3DUKE ENERGY CORP- CASH IN LIEU
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset4DUKE ENERGY CORP- CASH IN LIEU
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset5KRAFT FOODS GROUP INC- CASH IN LIEU
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset6300 SH. ORACLE GROUP
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset7200 SH. ROYAL DUTCH SHELL PLC
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset8CAPITAL GAINS DIVIDENDS
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/GainOrLoss0-2357
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/HowAcquired0P
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IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine103720 VILLAGE PLACE APT 5333
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IRS990PF/SummaryOfDirectCharitableActy/Description10NONE
IRS990PF/SummaryOfDirectCharitableActy/Expenses100
IRS990PF/SumOfProgramRelatedInvestments/Total00
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/FormAndInfoAndMaterials0SCHOLARSHIP APPLICATION FORM PLUS GRADE TRANSCRIPT
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientName0WATERLOO SCHOOLS ADMINISTRATION BUI
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientPhoneNumber03192914800
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/AddressLine101516 WASHINGTON
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/City0WATERLOO
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/State0IA
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientUSAddress/ZIPCode050701
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RestrictionsOnAwards0NO SPECIFIED RESTRICTIONS; MOST SCHOLARSHIPS GO TO HIGH SCHOOL SENIORS IN THE AREA.
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/SubmissionDeadlines0MARCH 10TH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount046600
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0SCHOLARSHIPS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10VARIOUS RECIPIENTS- SEE SCHOLARSHIP DETAIL
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10BLACKHAWK COUNTY AREA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0VARIOUS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0IA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode050701
IRS990PF/SupplementaryInformation/TotGrantOrContriApprovedFuture00
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear046600
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO00
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO00
IRS990PF/UndistributedIncome/AppliedToCurrentYear0171
IRS990PF/UndistributedIncome/AppliedToPriorYears00
IRS990PF/UndistributedIncome/AppliedToYear1046429
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted049633
IRS990PF/UndistributedIncome/DistriFromCorpus170b1EOr4942g300
IRS990PF/UndistributedIncome/ExcessDistriCyovAppCYCorpus00
IRS990PF/UndistributedIncome/ExcessDistriCyovAppliedCY00
IRS990PF/UndistributedIncome/ExcessDistriCyovFromYear500
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear00
IRS990PF/UndistributedIncome/PriorYearDeficiencyOrTax00
IRS990PF/UndistributedIncome/PriorYearUndistributedIncome00
IRS990PF/UndistributedIncome/QualifyingDistributions046600
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus00
IRS990PF/UndistributedIncome/TaxableAmount100
IRS990PF/UndistributedIncome/TaxableAmount200
IRS990PF/UndistributedIncome/TotalCorpus00
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover00
IRS990PF/UndistributedIncome/TotalForPriorYears00
IRS990PF/UndistributedIncome/TreatedAsDistriFromCorpus00
IRS990PF/UndistributedIncome/UndistributedIncomeCY049462
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear046429
OtherExpensesSchedule/OtherExpenses/Description0OFFICE RENT EXPENSE
OtherExpensesSchedule/OtherExpenses/Description1INSURANCE EXPENSE
OtherExpensesSchedule/OtherExpenses/Description2MISCELLANEOUS EXPENSE
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps00
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps10
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps20
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome01800
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome1720
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome292
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks01800
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks1720
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks292
OtherIncomeSchedule2/OtherIncome/AdjustedNetIncome039
OtherIncomeSchedule2/OtherIncome/Description0MISCELLANEOUS INCOME/LOSS
OtherIncomeSchedule2/OtherIncome/NetInvestmentIncome039
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks039
TaxesSchedule/Taxes/Amount0860
TaxesSchedule/Taxes/Category0FOREIGN TAXES
TaxesSchedule/Taxes/DisbursementsCharitablePrps00
TaxesSchedule/Taxes/NetInvestmentIncome0860
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0426554728
ReturnHeader/Filer/Name/BusinessNameLine10MEYERHOFF CHARITABLE TRUST JOE NUTTING TRUSTEE
ReturnHeader/Filer/NameControl0MEYE
ReturnHeader/Filer/Phone03192918391
ReturnHeader/Filer/USAddress/AddressLine103720 VILLAGE PLACE APT 5333
ReturnHeader/Filer/USAddress/City0WATERLOO
ReturnHeader/Filer/USAddress/State0IA
ReturnHeader/Filer/USAddress/ZIPCode050702
ReturnHeader/Officer/AuthorizeThirdParty01
ReturnHeader/Officer/DateSigned02013-04-04
ReturnHeader/Officer/Name0JOE NUTTING
ReturnHeader/Officer/Phone03192918391
ReturnHeader/Officer/Title0TRUSTEE
ReturnHeader/PreparerFirm/EIN0420714325
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10MCGLADREY LLP
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10999 HOME PLAZA SUITE 300
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0WATERLOO
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0IA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode050701
ReturnHeader/Preparer/Name0ROGER NEUMANN
ReturnHeader/Preparer/Phone03192359995
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02012-01-01
ReturnHeader/TaxPeriodEndDate02012-12-31
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-04-08T15:42:19-05:00

Document Assets

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Filings

Displayed year

2012 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$549,741
Liabilities
$0
Net assets
$549,741
Revenue
-
Expenses
$67,348
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.60$0.00$7.60$1.78$0.89$0.89
2023Detailed filing. Detailed filing data is available for this year.$6.71$0.00$6.71$1.28$0.64$0.64
2022Detailed filing. Detailed filing data is available for this year.$6.06$0.00$6.06$0.55$0.63$0.08
2021Detailed filing. Detailed filing data is available for this year.$6.15$0.00$6.15$0.80$0.62$0.18
2020Detailed filing. Detailed filing data is available for this year.$5.97$0.00$5.97$0.64$0.43$0.21
2019Summary only. Only limited summary data is available for this year.$5.76$0.00$0.63$0.60$0.03
2016Detailed filing. Detailed filing data is available for this year.$5.04$0.00$5.04$0.81$0.76$0.05
2015Detailed filing. Detailed filing data is available for this year.$4.99$0.00$4.99$0.53$0.80$0.27
2014Detailed filing. Detailed filing data is available for this year.$5.25$0.00$5.25$0.81$0.74$0.07
2013Detailed filing. Detailed filing data is available for this year.$5.19$0.00$5.19$0.42$0.73$0.31
2012Detailed filing. Detailed filing data is available for this year.$5.50$0.00$5.50$0.67
2011Detailed filing. Detailed filing data is available for this year.$5.64$0.00$5.64$0.65