Civic Intelligence

Juli Ann Farrell Charitable Tr Declaration

990PF • Fiscal year 2020 • EIN 42-6591048

Jan 01, 2020 to Dec 31, 2020 • Filed on Jul 30, 2021

Organization Profile
104 WalnutHudson, IA 50643

(319) 988-4384

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

57th percentile

0.00x

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

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

13th percentile

-67%

Higher net margin than 13% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

40th percentile

-1.8%

Faster asset growth than 40% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

98th percentile

574%

Faster revenue growth than 98% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets57th percentile

Assets

Down

$275,075

Down $5,007 (-1.8%) from 2019

Net Assets

$275,075

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin13th percentile

Revenue

Up

$7,503

Up $6,389 (+574%) from 2019

Expenses

Down

$12,510

Down $8,246 (-40%) from 2019

Net Income

Up

-$5,007

Up $14,635 (+75%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth40th percentile

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

$300K$200K$100K$0Assets 2011: $192,025Liabilities 2011: $02011Assets 2012: $185,733Liabilities 2012: $0Net Assets 2012: $185,7332012Assets 2013: $193,257Liabilities 2013: $02013Assets 2014: $204,693Liabilities 2014: $02014Assets 2015: $213,245Liabilities 2015: $02015Assets 2019: $280,082Liabilities 2019: $02019Assets 2020: $275,075Liabilities 2020: $0Net Assets 2020: $275,0752020Assets 2021: $295,223Liabilities 2021: $0Net Assets 2021: $295,2232021Assets 2022: $273,144Liabilities 2022: $0Net Assets 2022: $273,1442022Assets 2023: $268,970Liabilities 2023: $0Net Assets 2023: $268,9702023Assets 2024: $268,532Liabilities 2024: $0Net Assets 2024: $268,5322024

Highlighted filing

2020

Assets$275,075
Liabilities$0
Net Assets$275,075
Open 2020 Filing

Operations Trend

Revenue Growth98th percentile

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

$40K$20K$0-$20K-$40KRevenue 2011: $9,365Expenses 2011: $10,957Net Income 2011: -$1,5922011Expenses 2012: $12,1732012Revenue 2013: $15,517Expenses 2013: $7,993Net Income 2013: $7,5242013Revenue 2014: $20,519Expenses 2014: $9,083Net Income 2014: $11,4362014Revenue 2015: $19,045Expenses 2015: $10,493Net Income 2015: $8,5522015Revenue 2019: $1,114Expenses 2019: $20,756Net Income 2019: -$19,6422019Revenue 2020: $7,503Expenses 2020: $12,510Net Income 2020: -$5,0072020Revenue 2021: $35,601Expenses 2021: $15,453Net Income 2021: $20,1482021Revenue 2022: $1,999Expenses 2022: $24,078Net Income 2022: -$22,0792022Revenue 2023: $13,216Expenses 2023: $17,390Net Income 2023: -$4,1742023Revenue 2024: $11,301Expenses 2024: $11,739Net Income 2024: -$4382024

Highlighted filing

2020

Revenue$7,503
Expenses$12,510
Net Income-$5,007
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Jul 30, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay77th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WANDA J FARRELLTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Juli Ann Farrell Charitable Trust
EIN
42-6591048
Phone
3199884384
Address
104 WALNUT, HUDSON, IA 50643

Signing Officer

Name
Wanda J Farrell
Title
Trustee
Phone
3199884384
Signed
2021-07-30
Discuss with paid preparer
Yes

Preparer

Firm
Gosling & Company Pc
Address
217 N FRANKLIN ST, MANCHESTER, IA 52057-1538
Preparer
Michael E Brannon
Phone
5639274810
Raw XML Appendix310 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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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2CEDAR FALLS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3IOWA CITY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4HUDSON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5HUDSON
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd050703
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd150613
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd250613
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd352246
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd450643
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd550643
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt08400
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/AppliedToCurrentYearAmt0201
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt012309
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt013312
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt012510
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt013111
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt012309
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1OFFICE EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt06
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt06
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt06
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt03244
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt03244
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt03244
TaxesSchedule/TaxesDetail/Amt059
TaxesSchedule/TaxesDetail/Amt115
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1INCOME TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt059
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt115
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt059
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0WANDA J FARRELL
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03199884384
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-07-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0JULI ANN FARRELL CHARITABLE TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O WANDA JANE FARRELL
ReturnHeader/Filer/BusinessNameControlTxt0JULI
ReturnHeader/Filer/EIN0426591048
ReturnHeader/Filer/PhoneNum03199884384
ReturnHeader/Filer/USAddress/AddressLine1Txt0104 WALNUT
ReturnHeader/Filer/USAddress/CityNm0HUDSON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd050643
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0421277818
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GOSLING & COMPANY PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0217 N FRANKLIN ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MANCHESTER
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0520571538
ReturnHeader/PreparerPersonGrp/PhoneNum05639274810
ReturnHeader/PreparerPersonGrp/PreparationDt02021-07-30
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MICHAEL E BRANNON
ReturnHeader/ReturnTs02021-07-30T11:49:39-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0WANDA J
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0FARRELL
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$275,075
Liabilities
$0
Net assets
$275,075
Revenue
$7,503
Expenses
$12,510
Net income
-$5,007
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.69$0.00$2.69$0.11$0.12$0.00
2023Detailed filing. Detailed filing data is available for this year.$2.69$0.00$2.69$0.13$0.17$0.04
2022Detailed filing. Detailed filing data is available for this year.$2.73$0.00$2.73$0.02$0.24$0.22
2021Detailed filing. Detailed filing data is available for this year.$2.95$0.00$2.95$0.36$0.15$0.20
2020Detailed filing. Detailed filing data is available for this year.$2.75$0.00$2.75$0.08$0.13$0.05
2019Summary only. Only limited summary data is available for this year.$2.80$0.00$0.01$0.21$0.20
2015Summary only. Only limited summary data is available for this year.$2.13$0.00$0.19$0.10$0.09
2014Summary only. Only limited summary data is available for this year.$2.05$0.00$0.21$0.09$0.11
2013Summary only. Only limited summary data is available for this year.$1.93$0.00$0.16$0.08$0.08
2012Detailed filing. Detailed filing data is available for this year.$1.86$0.00$1.86$0.12
2011Summary only. Only limited summary data is available for this year.$1.92$0.00$0.09$0.11$0.02