Civic Intelligence

Meyerhoff Charitable Trust Joe Nutting Trustee

990PF • Fiscal year 2016 • EIN 42-6554728

Jan 01, 2016 to Dec 31, 2016 • Filed on Apr 10, 2017

Organization Profile
815 Lynda RoadWaterloo, IA 50701

(319) 291-8391

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.

2016 filings • $500k-$1M nonprofits • Source year 2016

Liabilities / Revenue

35th percentile

0.00x

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

2016 filings • $500k-$1M nonprofits • Source year 2016

Net Margin

59th percentile

6.2%

Higher net margin than 59% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Source year 2016

Top Officer Pay

63rd percentile

$16,711

Higher top officer pay than 63% of similar nonprofits.

Top officer pay equals 20.6% of source-year revenue.

2016 filings • $500k-$1M nonprofits • Source year 2016

Asset Growth

51st percentile

1.0%

Faster asset growth than 51% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Annualized from 2015 to 2016

Revenue Growth

88th percentile

52%

Faster revenue growth than 88% of similar nonprofits.

2016 filings • $500k-$1M nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets35th percentile

Assets

Up

$503,581

Up $5,005 (+1.0%) from 2015

Net Assets

Up

$503,581

Up $5,005 (+1.0%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue35th percentileNet Margin59th percentile

Revenue

Up

$81,036

Up $27,813 (+52%) from 2015

Expenses

Down

$76,031

Down $3,853 (-4.8%) from 2015

Net Income

Up

$5,005

Up $31,666 (+119%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth51st 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

2016

Assets$503,581
Liabilities$0
Net Assets$503,581
Open 2016 Filing

Operations Trend

Revenue Growth88th percentile

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

2016

Revenue$81,036
Expenses$76,031
Net Income$5,005
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
Apr 10, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay63rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOE NUTTINGTrustee-$16,711-$16,711
Filing and Contact Details

Filer

Filer Name
Meyerhoff Charitable Trust
EIN
42-6554728
Phone
3192918391
Address
815 LYNDA ROAD, WATERLOO, IA 50701

Signing Officer

Name
Joe Nutting
Title
Trustee
Phone
3192918391
Signed
2017-04-10
Discuss with paid preparer
Yes

Preparer

Firm
Rsm US Llp
Address
999 HOME PLAZA SUITE 300, WATERLOO, IA 50701
Preparer
Roger Neumann
Phone
3192359995
Raw XML Appendix359 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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GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0FOR THE TAX YEAR ENDING DECEMBER 31, 2016 PART XV: SUPPLEMENTARY INFORMATION - DURING 2016, 86 SCHOLARSHIPS WERE PAID TO INDIVIDUAL RECIPIENTS, WHICH AVERAGED $598 PER RECIPIENT FOR THE TAXABLE YEAR ENDING DECEMBER 31, 2016. DETAIL REGARDING INDIVIDUAL RECIPIENTS CAN BE PROVIDED UPON REQUEST. THE TOTAL AMOUNT OF SCHOLARSHIPS AWARDED WAS $51,450.
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JOE NUTTING
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IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0JOE NUTTING TRUSTEE
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0815 LYNDA ROAD
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0WATERLOO
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0IA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd050701
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NECTFilingInLieuOFForm1041Ind0X
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0IA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum03192918391
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxExemptInterestAmt00
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0NONE
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0SCHOLARSHIP APPLICATION FORM PLUS GRADE TRANSCRIPT
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0WATERLOO SCHOOLS ADMINISTRATION BUI
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum03192914800
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt01516 WASHINGTON
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0WATERLOO
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0IA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd050701
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0NO SPECIFIED RESTRICTIONS; MOST SCHOLARSHIPS GO TO HIGH SCHOOL SENIORS IN THE AREA.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0MARCH 10TH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt051450
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0SCHOLARSHIPS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0I
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0VARIOUS RECIPIENTS- SEE SCHOLARSHIP
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0BLACKHAWK COUNTY AREA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0VARIOUS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd050701
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt051450
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt012937
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt051441
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt051133
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt064378
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt038196
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt051441
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0OFFICE RENT EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1INSURANCE EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2INVESTMENT EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3NONDEDUCTIBLE EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt01800
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1720
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt2712
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01800
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1720
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2712
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt38
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt01335
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt1951
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt2592
OtherIncomeSchedule2/OtherIncomeDetail/Desc0K-1 INCOME
OtherIncomeSchedule2/OtherIncomeDetail/Desc1K-1 INCOME
OtherIncomeSchedule2/OtherIncomeDetail/Desc2FEDERAL REFUND
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt01335
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt10
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt20
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt01335
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt1951
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt2592
TaxesSchedule/TaxesDetail/Amt0525
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0525
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JOE NUTTING
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03192918391
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-04-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MEYERHOFF CHARITABLE TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0JOE NUTTING TRUSTEE
ReturnHeader/Filer/BusinessNameControlTxt0MEYE
ReturnHeader/Filer/EIN0426554728
ReturnHeader/Filer/PhoneNum03192918391
ReturnHeader/Filer/USAddress/AddressLine1Txt0815 LYNDA ROAD
ReturnHeader/Filer/USAddress/CityNm0WATERLOO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd050701
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId0897BF16B7662F6EDEF88451C094DA19CDC41BE73
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0829755F3B0D39426F15FD258DC4B35CBACBB6A64
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0108.171.131.187
ReturnHeader/FilingSecurityInformation/IPDt02017-04-10
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm010:02:46
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0420714325
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RSM US LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0999 HOME PLAZA SUITE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WATERLOO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd050701
ReturnHeader/PreparerPersonGrp/PhoneNum03192359995
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ROGER NEUMANN
ReturnHeader/ReturnTs02017-04-10T13:28:54-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$503,581
Liabilities
$0
Net assets
$503,581
Revenue
$81,036
Expenses
$76,031
Net income
$5,005
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