Civic Intelligence

Paxton Family Trust

990PF • Fiscal year 2013 • EIN 42-6567814

Jul 01, 2012 to Jun 30, 2013 • Filed on Aug 02, 2013

Organization Profile
PO Box 122750588-1227
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.

2013 filings • $500k-$1M nonprofits • Source year 2013

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2013

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2013

Top Officer Pay

57th percentile

$2,094

Higher top officer pay than 57% of similar nonprofits.

2013 filings • $500k-$1M nonprofits • Source year 2013

Asset Growth

39th percentile

-0.8%

Faster asset growth than 39% of similar nonprofits.

2013 filings • $500k-$1M nonprofits • Annualized from 2012 to 2013

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets35th percentile

Assets

Down

$534,570

Down $4,155 (-0.8%) from 2012

Net Assets

$534,570

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2012

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$31,679

Up $1,532 (+5.1%) from 2012

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth39th percentile

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

$600K$400K$200K$0Assets 2012: $538,725Liabilities 2012: $02012Assets 2013: $534,570Liabilities 2013: $0Net Assets 2013: $534,5702013Assets 2014: $534,534Liabilities 2014: $0Net Assets 2014: $534,5342014Assets 2015: $528,817Liabilities 2015: $0Net Assets 2015: $528,8172015Assets 2016: $510,101Liabilities 2016: $0Net Assets 2016: $510,1012016Assets 2017: $494,564Liabilities 2017: $0Net Assets 2017: $494,5642017Assets 2018: $489,589Liabilities 2018: $0Net Assets 2018: $489,5892018Assets 2019: $475,763Liabilities 2019: $0Net Assets 2019: $475,7632019Assets 2020: $469,150Liabilities 2020: $0Net Assets 2020: $469,1502020Assets 2021: $503,200Liabilities 2021: $0Net Assets 2021: $503,2002021Assets 2022: $517,327Liabilities 2022: $0Net Assets 2022: $517,3272022Assets 2023: $503,435Liabilities 2023: $0Net Assets 2023: $503,4352023Assets 2024: $490,212Liabilities 2024: $0Net Assets 2024: $490,2122024Assets 2025: $480,082Liabilities 2025: $0Net Assets 2025: $480,0822025

Highlighted filing

2013

Assets$534,570
Liabilities$0
Net Assets$534,570
Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$40K$20K$0-$20KRevenue 2012: $26,741Expenses 2012: $30,147Net Income 2012: -$3,4062012Expenses 2013: $31,6792013Revenue 2014: $25,551Expenses 2014: $33,200Net Income 2014: -$7,6492014Revenue 2015: $20,060Expenses 2015: $31,294Net Income 2015: -$11,2342015Revenue 2016: $17,603Expenses 2016: $36,319Net Income 2016: -$18,7162016Revenue 2017: $18,084Expenses 2017: $33,621Net Income 2017: -$15,5372017Revenue 2018: $19,256Expenses 2018: $32,389Net Income 2018: -$13,1332018Revenue 2019: $19,171Expenses 2019: $32,517Net Income 2019: -$13,3462019Revenue 2020: $18,734Expenses 2020: $32,896Net Income 2020: -$14,1622020Revenue 2021: $19,699Expenses 2021: $32,749Net Income 2021: -$13,0502021Revenue 2022: $21,123Expenses 2022: $37,194Net Income 2022: -$16,0712022Revenue 2023: $23,300Expenses 2023: $37,255Net Income 2023: -$13,9552023Revenue 2024: $23,791Expenses 2024: $36,107Net Income 2024: -$12,3162024Revenue 2025: $23,855Expenses 2025: $38,917Net Income 2025: -$15,0622025

Highlighted filing

2013

Revenue-
Expenses$31,679
Net Income-
Open 2013 Filing
Jump To
Filing Snapshot
Filing Period
Jul 1, 2012 to Jun 30, 2013
Signed
Aug 2, 2013
Return Version
2012v2.0
Compensation and Service Providers
Top Officer Pay57th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$2,094-$2,094
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantCITY OF STORM LAKEpark beautificationgovtSTORM LAKE, IA, US$28,000
Paid GrantPAXTON TRUST GARDENpark beautificationgovtSTORM LAKE, IA, US$846
Paid GrantSTAR SPANGLED SPECTACULARcivic celebrationgovtSTORM LAKE, IA, US$200
Filing and Contact Details

Filer

EIN
42-6567814
Raw XML Appendix374 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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InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond0Douglas Co, 5.75% due 12/15/25
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond1Goldman Sachs 5.15% due 1/15/14
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond2General Electric 5.10% due 2/15/19
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InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond6Metlife 6.817% due 8/15/18
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0AT&T, 400 sh
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock1Caterpillar, 115 sh
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock2Duke Energy, 575 sh
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock3Exxon Mobil
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock4General Mills, 200 sh
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock5JP Morgan Chase, 270 sh
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock6Microsoft, 375 sh
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock7Sanofi, 260 sh
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock8Siemens, 100 sh
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock9Southern, 250 sh
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock10Taiwan Semiconductor
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock11United Technolgoies
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock12Vodafone Group, 400 sh
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock13WalMart, 200 sh
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DateAcquired12008-01-23
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IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset0Duke Energy, .6667 sh
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset1Capital One Bank CD 4% due 1/30/13
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/DescriptionOfAsset2HJ Heinz, 225 sh
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IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver10000false
IRS990PF/StatementsRegardingActivities/WebsiteAddress0N/A
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings0false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals0false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations0false
IRS990PF/StatementsRegardingActy4720/InfluenceElection0false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation0false
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose0false
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical0false
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn0false
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract0false
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson0false
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments0false
IRS990PF/StatementsRegardingActy4720/UncorrectedPriorActs0false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears0false
IRS990PF/SummaryOfDirectCharitableActy/Description10City of Storm Lake - Distribution for Park/lake activitiesStorm Lake, IA
IRS990PF/SummaryOfDirectCharitableActy/Description20City of Storm Lake - Donation used for continued maintenance of memorial gardenStorm Lake, IA
IRS990PF/SummaryOfDirectCharitableActy/Description30Star Spangled Spectacular - Donation for community wide 4thof July celebrationStorm Lake, IA
IRS990PF/SummaryOfDirectCharitableActy/Expenses1028000
IRS990PF/SummaryOfDirectCharitableActy/Expenses20846
IRS990PF/SummaryOfDirectCharitableActy/Expenses30200
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount028000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount1846
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount2200
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution0park beautification
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution1park beautification
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution2civic celebration
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine10CITY OF STORM LAKE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine11PAXTON TRUST GARDEN
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine12STAR SPANGLED SPECTACULAR
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus0govt
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus1govt
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus2govt
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine10620 ERIE ST
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine11620 ERIE ST
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine12119 W 6TH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City0STORM LAKE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City1STORM LAKE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City2STORM LAKE
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State0IA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State1IA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State2IA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode050588
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode150588
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode250588
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected0X
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear029046
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO0false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
IRS990PF/UndistributedIncome/AppliedToCurrentYear0680
IRS990PF/UndistributedIncome/AppliedToYear1028366
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted029716
IRS990PF/UndistributedIncome/QualifyingDistributions029046
IRS990PF/UndistributedIncome/UndistributedIncomeCY029036
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear028366
LegalFeesSchedule/LegalFees/Amount0300
LegalFeesSchedule/LegalFees/Category0Dan Connell PC legal
LegalFeesSchedule/LegalFees/NetInvestmentIncome0300
OtherDecreasesSchedule/OtherDecreases/Amount01
OtherDecreasesSchedule/OtherDecreases/Description0Rounding
OtherIncomeSchedule2/OtherIncome/AdjustedNetIncome0-1205
OtherIncomeSchedule2/OtherIncome/AdjustedNetIncome185
OtherIncomeSchedule2/OtherIncome/Description0amortization/accretion
OtherIncomeSchedule2/OtherIncome/Description1commission rebates
OtherIncomeSchedule2/OtherIncome/NetInvestmentIncome0-1205
OtherIncomeSchedule2/OtherIncome/NetInvestmentIncome185
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks0-1205
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks185
OtherIncreasesSchedule/OtherIncreases/Amount06134
OtherIncreasesSchedule/OtherIncreases/Description0Capital Gain on Securities Sold
TaxesSchedule/Taxes/AdjustedNetIncome0239
TaxesSchedule/Taxes/Amount0239
TaxesSchedule/Taxes/Category0Excise tax YE 6/30/12
TaxesSchedule/Taxes/NetInvestmentIncome0239
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/Filer/EIN0426567814
ReturnHeader/Filer/Name/BusinessNameLine10PAXTON FAMILY TRUST
ReturnHeader/Filer/NameControl0PAXT
ReturnHeader/Filer/Phone07127325440
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 1227
ReturnHeader/Filer/USAddress/City0STORM LAKE
ReturnHeader/Filer/USAddress/State0IA
ReturnHeader/Filer/USAddress/ZIPCode0505881227
ReturnHeader/Officer/DateSigned02013-08-02
ReturnHeader/Officer/Name0JULIA MOONEY
ReturnHeader/Officer/Phone07127325440
ReturnHeader/Officer/Title0TRUSTEE
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10CITIZENS 1ST NATIONAL BANK
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10529 LAKE AVENUE
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0STORM LAKE
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0IA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode050588
ReturnHeader/Preparer/Name0MATTHEW FORRISTAL
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02012-07-01
ReturnHeader/TaxPeriodEndDate02013-06-30
ReturnHeader/TaxYear02012
ReturnHeader/Timestamp02013-08-02T08:18:40-07:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$534,570
Liabilities
$0
Net assets
$534,570
Revenue
-
Expenses
$31,679
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$4.80$0.00$4.80$0.24$0.39$0.15
2024Detailed filing. Detailed filing data is available for this year.$4.90$0.00$4.90$0.24$0.36$0.12
2023Detailed filing. Detailed filing data is available for this year.$5.03$0.00$5.03$0.23$0.37$0.14
2022Detailed filing. Detailed filing data is available for this year.$5.17$0.00$5.17$0.21$0.37$0.16
2021Detailed filing. Detailed filing data is available for this year.$5.03$0.00$5.03$0.20$0.33$0.13
2020Detailed filing. Detailed filing data is available for this year.$4.69$0.00$4.69$0.19$0.33$0.14
2019Detailed filing. Detailed filing data is available for this year.$4.76$0.00$4.76$0.19$0.33$0.13
2018Detailed filing. Detailed filing data is available for this year.$4.90$0.00$4.90$0.19$0.32$0.13
2017Detailed filing. Detailed filing data is available for this year.$4.95$0.00$4.95$0.18$0.34$0.16
2016Detailed filing. Detailed filing data is available for this year.$5.10$0.00$5.10$0.18$0.36$0.19
2015Detailed filing. Detailed filing data is available for this year.$5.29$0.00$5.29$0.20$0.31$0.11
2014Detailed filing. Detailed filing data is available for this year.$5.35$0.00$5.35$0.26$0.33$0.08
2013Detailed filing. Detailed filing data is available for this year.$5.35$0.00$5.35$0.32
2012Summary only. Only limited summary data is available for this year.$5.39$0.00$0.27$0.30$0.03