Civic Intelligence

Margaret B Barry Foundation C/O Wells Fargo Private Bank

990PF • Fiscal year 2019 • EIN 42-6562404

Jan 01, 2019 to Dec 31, 2019 • Filed on Jun 28, 2020

Organization Profile
1601 22nd StreetWest Des Moines, IA 50266

(515) 222-5767

Siviq Scores

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

Liabilities / Assets

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Net Margin

10th percentile

-50%

Higher net margin than 10% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

43rd percentile

$0

Higher top officer pay than 43% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2019 filings • $1M-$5M nonprofits • Source year 2019

Asset Growth

57th percentile

4.4%

Faster asset growth than 57% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

86th percentile

46%

Faster revenue growth than 86% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets29th percentile

Assets

Up

$3,504,612

Up $147,122 (+4.4%) from 2018

Net Assets

Up

$3,504,612

Up $147,122 (+4.4%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin10th percentile

Revenue

Up

$116,098

Up $36,311 (+46%) from 2018

Expenses

Down

$174,084

Down $63,612 (-27%) from 2018

Net Income

Up

-$57,986

Up $99,923 (+63%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth57th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2007: $1,476,863Liabilities 2007: $02007Assets 2008: $1,304,718Liabilities 2008: $02008Assets 2009: $1,428,336Liabilities 2009: $02009Assets 2010: $1,376,370Liabilities 2010: $02010Assets 2011: $1,302,711Liabilities 2011: $02011Assets 2012: $1,286,657Liabilities 2012: $02012Assets 2013: $1,275,279Liabilities 2013: $02013Assets 2014: $1,335,767Liabilities 2014: $0Net Assets 2014: $1,335,7672014Assets 2015: $1,413,589Liabilities 2015: $0Net Assets 2015: $1,413,5892015Assets 2016: $1,345,639Liabilities 2016: $0Net Assets 2016: $1,345,6392016Assets 2017: $1,271,862Liabilities 2017: $0Net Assets 2017: $1,271,8622017Assets 2018: $3,357,490Liabilities 2018: $0Net Assets 2018: $3,357,4902018Assets 2019: $3,504,612Liabilities 2019: $0Net Assets 2019: $3,504,6122019Assets 2020: $3,627,276Liabilities 2020: $0Net Assets 2020: $3,627,2762020Assets 2021: $3,381,642Liabilities 2021: $0Net Assets 2021: $3,381,6422021Assets 2022: $1,693,116Liabilities 2022: $0Net Assets 2022: $1,693,1162022Assets 2023: $1,880,348Liabilities 2023: $0Net Assets 2023: $1,880,3482023Assets 2024: $1,785,314Liabilities 2024: $0Net Assets 2024: $1,785,3142024

Highlighted filing

2019

Assets$3,504,612
Liabilities$0
Net Assets$3,504,612
Open 2019 Filing

Operations Trend

Revenue Growth86th percentile

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

$400K$200K$0-$200KRevenue 2007: $154,244Expenses 2007: $101,223Net Income 2007: $53,0212007Revenue 2008: $48,532Expenses 2008: $221,766Net Income 2008: -$173,2342008Revenue 2009: $219,063Expenses 2009: $95,533Net Income 2009: $123,5302009Revenue 2010: $96,618Expenses 2010: $148,554Net Income 2010: -$51,9362010Revenue 2011: $94,181Expenses 2011: $168,322Net Income 2011: -$74,1412011Revenue 2012: $134,575Expenses 2012: $163,311Net Income 2012: -$28,7362012Revenue 2013: $152,945Expenses 2013: $164,342Net Income 2013: -$11,3972013Revenue 2014: $153,578Expenses 2014: $92,986Net Income 2014: $60,5922014Revenue 2015: $152,137Expenses 2015: $74,794Net Income 2015: $77,3432015Revenue 2016: $117,229Expenses 2016: $185,110Net Income 2016: -$67,8812016Revenue 2017: $107,006Expenses 2017: $181,039Net Income 2017: -$74,0332017Revenue 2018: $79,787Expenses 2018: $237,696Net Income 2018: -$157,9092018Revenue 2019: $116,098Expenses 2019: $174,084Net Income 2019: -$57,9862019Revenue 2020: $83,057Expenses 2020: $5,060Net Income 2020: $77,9972020Revenue 2021: $188,209Expenses 2021: $215,674Net Income 2021: -$27,4652021Revenue 2022: $103,447Expenses 2022: $221,873Net Income 2022: -$118,4262022Revenue 2023: $399,906Expenses 2023: $287,541Net Income 2023: $112,3652023Revenue 2024: $122,129Expenses 2024: $286,453Net Income 2024: -$164,3242024

Highlighted filing

2019

Revenue$116,098
Expenses$174,084
Net Income-$57,986
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jun 28, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay43rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Craig SchraderDirector-$0--
Filing and Contact Details

Filer

Filer Name
Margaret B Barry Foundation
EIN
42-6562404
Address
1601 22nd Street, West Des Moines, IA 50266

Signing Officer

Name
Craig Schrader
Title
Senior Trust Of
Phone
5152225767
Signed
2020-06-28
Discuss with paid preparer
Yes

Preparer

Firm
Vision Financial Services LLC
Address
1776 22nd Street Suite 101, West Des Moines, IA 50266
Preparer
Michael Hammen
Phone
5154401133
Raw XML Appendix363 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/AccountingFeesDetail/Amt00
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0Vision Financial Svces
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt01075
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt00
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt02019-02-21
DepreciationSchedule/DepreciationPropertyGrp/AdjustedNetIncomeAmt00
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt0ALT
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt021687
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt01084
DepreciationSchedule/DepreciationPropertyGrp/LifeRt015
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt00
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt00
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc0Farm drainage
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0Bonds
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt0347285
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt0354198
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0714132
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0816350
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0Stocks
InvestmentsLandSchedule2/InvestmentLandGrp/AccumulatedDepreciationAmt00
InvestmentsLandSchedule2/InvestmentLandGrp/AccumulatedDepreciationAmt10
InvestmentsLandSchedule2/InvestmentLandGrp/BookValueAmt0253537
InvestmentsLandSchedule2/InvestmentLandGrp/BookValueAmt1502563
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt0787 acres Hancock County sect 18
InvestmentsLandSchedule2/InvestmentLandGrp/CategoryOrItemTxt1156 acres Hancock County sect 28
InvestmentsLandSchedule2/InvestmentLandGrp/CostOrOtherBasisAmt0253537
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IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt01075
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt090894
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt026565
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt02000
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt02000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt0171000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt0171000
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt01084
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt017317
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IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt017317
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-57986
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsAdjNetIncmAmt053559
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsNetInvstIncmAmt053559
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsRevAndExpnssAmt060398
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0381088
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt011818
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt011818
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt011818
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt01070
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt026565
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0109259
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt08200
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt06246
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesDsbrsChrtblAmt014905
IRS990PF/AnalysisOfRevenueAndExpenses/OtherProfFeesRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt0196296
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IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0174084
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0109259
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IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt025296
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt03084
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0258248
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt194144
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt22131
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt015260
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt18200
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt23008
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt397
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt015260
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt18200
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt23008
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt397
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt015260
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1266448
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt297152
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt32228
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd3P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0Capital gains distributions
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc11099B - short term reported IRS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc21099B - long term reported IRS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc31099B - long term non reported IRS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02019-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12019-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22019-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32019-12-31
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt026565
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt08200
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-57986
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt03504612
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt03562598
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt03504612
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0907
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0907
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0907
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt02000
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01093
IRS990PF/DistributableAmountGrp/TotalTaxAmt01093
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt03907
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt05000
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01093
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt03907
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
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IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01093
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt05000
IRS990PF/FMVAssetsEOYAmt03534782
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0150576
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0347285
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0354198
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt01036567
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0714132
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0816350
IRS990PF/Form990PFBalanceSheetsGrp/InvstLandCostOrOtherBasisAmt0756100
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsBOYAmt02096000
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYAmt0756100
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgInvestmentsEOYFMVAmt02292000
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt03562598
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt03504612
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
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IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt072234
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt03562598
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt03504612
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt03534782
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt03562598
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt03504612
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt03562598
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt03504612
IRS990PF/MethodOfAccountingCashInd0X
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IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt040000
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt040000
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt00
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt00
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt02000
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt040000
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt040000
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0Craig Schrader
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Director
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt01601 22nd Street
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd050266
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.048376
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.051707
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.046251
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.023504
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.023573
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
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IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt02240918
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0196296
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.193412
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0195203
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt0196296
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt01093
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0196296
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0Craig Schrader
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01601 22nd Street
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0West Des Moines
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0IA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd050266
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0IA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum05152225767
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0NA
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0NA
IRS990PF/SumOfProgramRelatedInvstGrp/Expenses1Amt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt085500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt185500
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0Cancer Research
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1Lurie Cancer Center
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0Iowa State University Foundation
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1Northwestern Univ- Medicine
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt02505 University Blvd
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1420 E Superior St
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Ames
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1Chicago
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1IL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd050010
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd160611
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0171000
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
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0907
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0907
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0195389
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0195389
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0196296
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0195389
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0195389
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0Lillis OMalley Olso Manning
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt01070
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt00
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt40
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0US Liab Ins Co
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1Hertz Appraisal Svces
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2Mike Prohaska - consulting fee
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3West Bank insurance
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4Wells Fargo insurance
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt0744
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt11900
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt22416
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt31164
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt422
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt40
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt40
OtherNotesLoansRcvblShortSch2/OtherNotesLoansRcvblShortGrp/BalanceDueAmt01614861
OtherNotesLoansRcvblShortSch2/OtherNotesLoansRcvblShortGrp/Organization501c3Name/BusinessNameLine1Txt0Market value adjustment
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Custodial Fee - West Bank
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt014905
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Craig Schrader
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Senior Trust Of
ReturnHeader/BusinessOfficerGrp/PhoneNum05152225767
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-06-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Margaret B Barry Foundation
ReturnHeader/Filer/BusinessNameControlTxt0MARG
ReturnHeader/Filer/EIN0426562404
ReturnHeader/Filer/USAddress/AddressLine1Txt01601 22nd Street
ReturnHeader/Filer/USAddress/CityNm0West Des Moines
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd050266
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId008475CF8467797ACAEB8756EF4FF214038F10350
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId008475CF8467797ACAEB8756EF4FF214038F10350
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId042381220201895qki025
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02020-07-07
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0173.17.19.146
ReturnHeader/FilingSecurityInformation/IPDt02020-07-07
ReturnHeader/FilingSecurityInformation/IPTm019:24:44
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0271585580
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Vision Financial Services LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01776 22nd Street Suite 101
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0West Des Moines
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd050266
ReturnHeader/PreparerPersonGrp/PhoneNum05154401133
ReturnHeader/PreparerPersonGrp/PreparationDt02020-07-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Michael Hammen
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02020-07-07T19:24:03-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$3,504,612
Liabilities
$0
Net assets
$3,504,612
Revenue
$116,098
Expenses
$174,084
Net income
-$57,986
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.79$0.00$1.79$0.12$0.29$0.16
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.88$0.00$1.88$0.40$0.29$0.11
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.69$0.00$1.69$0.10$0.22$0.12
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.38$0.00$3.38$0.19$0.22$0.03
2020Detailed filing. Detailed filing data is available for this year.$3.63$0.00$3.63$0.08$0.01$0.08
2019Detailed filing. Detailed filing data is available for this year.$3.50$0.00$3.50$0.12$0.17$0.06
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.36$0.00$3.36$0.08$0.24$0.16
2017Detailed filing. Detailed filing data is available for this year.$1.27$0.00$1.27$0.11$0.18$0.07
2016Detailed filing. Detailed filing data is available for this year.$1.35$0.00$1.35$0.12$0.19$0.07
2015Detailed filing. Detailed filing data is available for this year.$1.41$0.00$1.41$0.15$0.07$0.08
2014Detailed filing. Detailed filing data is available for this year.$1.34$0.00$1.34$0.15$0.09$0.06
2013Summary only. Only limited summary data is available for this year.$1.28$0.00$0.15$0.16$0.01
2012Summary only. Only limited summary data is available for this year.$1.29$0.00$0.13$0.16$0.03
2011Summary only. Only limited summary data is available for this year.$1.30$0.00$0.09$0.17$0.07
2010Summary only. Only limited summary data is available for this year.$1.38$0.00$0.10$0.15$0.05
2009Summary only. Only limited summary data is available for this year.$1.43$0.00$0.22$0.10$0.12
2008Summary only. Only limited summary data is available for this year.$1.30$0.00$0.05$0.22$0.17
2007Summary only. Only limited summary data is available for this year.$1.48$0.00$0.15$0.10$0.05