Civic Intelligence

Paul Harry L Trust C/O Great Western Wealth Management

990PF • Fiscal year 2021 • EIN 42-6594811

Jan 01, 2021 to Dec 31, 2021 • Filed on Apr 28, 2022

Organization Profile
10101 University AvenueClive, IA 50325

(515) 440-8462

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.

2021 filings • <$500k nonprofits • Source year 2021

Liabilities / Revenue

57th percentile

0.00x

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

2021 filings • <$500k nonprofits • Source year 2021

Net Margin

80th percentile

39%

Higher net margin than 80% of similar nonprofits.

2021 filings • <$500k nonprofits • Source year 2021

Top Officer Pay

81st percentile

$3,772

Higher top officer pay than 81% of similar nonprofits.

Top officer pay equals 6.4% of source-year revenue.

2021 filings • <$500k nonprofits • Source year 2021

Asset Growth

52nd percentile

5.0%

Faster asset growth than 52% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

92nd percentile

203%

Faster revenue growth than 92% of similar nonprofits.

2021 filings • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$474,756

Up $22,701 (+5.0%) from 2020

Net Assets

Up

$474,756

Up $22,701 (+5.0%) from 2020

Liabilities

Flat

$0

Flat from 2020

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin80th percentile

Revenue

Up

$58,958

Up $39,495 (+203%) from 2020

Expenses

Down

$36,257

Down $1,761 (-4.6%) from 2020

Net Income

Up

$22,701

Up $41,256 (+222%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth52nd percentile

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

$600K$400K$200K$0Assets 2011: $455,965Liabilities 2011: $02011Assets 2012: $476,668Liabilities 2012: $12012Assets 2013: $475,300Liabilities 2013: $0Net Assets 2013: $475,3002013Assets 2014: $474,753Liabilities 2014: $0Net Assets 2014: $474,7532014Assets 2015: $499,605Liabilities 2015: $0Net Assets 2015: $499,6052015Assets 2016: $472,505Liabilities 2016: $0Net Assets 2016: $472,5052016Assets 2017: $468,833Liabilities 2017: $0Net Assets 2017: $468,8332017Assets 2018: $466,584Liabilities 2018: $0Net Assets 2018: $466,5842018Assets 2019: $470,610Liabilities 2019: $0Net Assets 2019: $470,6102019Assets 2020: $452,055Liabilities 2020: $0Net Assets 2020: $452,0552020Assets 2021: $474,756Liabilities 2021: $0Net Assets 2021: $474,7562021Assets 2022: $465,244Liabilities 2022: $0Net Assets 2022: $465,2442022Assets 2023: $456,097Liabilities 2023: $0Net Assets 2023: $456,0972023Assets 2024: $450,754Liabilities 2024: $0Net Assets 2024: $450,7542024

Highlighted filing

2021

Assets$474,756
Liabilities$0
Net Assets$474,756
Open 2021 Filing

Operations Trend

Revenue Growth92nd percentile

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

$100K$50K$0-$50KRevenue 2011: $24,501Expenses 2011: $24,692Net Income 2011: -$1912011Revenue 2012: $51,801Expenses 2012: $31,098Net Income 2012: $20,7032012Revenue 2013: $27,049Expenses 2013: $28,417Net Income 2013: -$1,3682013Revenue 2014: $34,931Expenses 2014: $35,478Net Income 2014: -$5472014Revenue 2015: $59,476Expenses 2015: $34,624Net Income 2015: $24,8522015Revenue 2016: $3,257Expenses 2016: $30,357Net Income 2016: -$27,1002016Revenue 2017: $26,724Expenses 2017: $30,396Net Income 2017: -$3,6722017Revenue 2018: $29,596Expenses 2018: $31,845Net Income 2018: -$2,2492018Revenue 2019: $34,728Expenses 2019: $30,702Net Income 2019: $4,0262019Revenue 2020: $19,463Expenses 2020: $38,018Net Income 2020: -$18,5552020Revenue 2021: $58,958Expenses 2021: $36,257Net Income 2021: $22,7012021Revenue 2022: $19,101Expenses 2022: $29,674Net Income 2022: -$10,5732022Revenue 2023: $17,554Expenses 2023: $26,424Net Income 2023: -$8,8702023Revenue 2024: $28,461Expenses 2024: $31,879Net Income 2024: -$3,4182024

Highlighted filing

2021

Revenue$58,958
Expenses$36,257
Net Income$22,701
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
Apr 28, 2022
Return Version
2021v4.2
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
GREAT WESTERN WEALTH MANAGEMENTTrustee-$3,772-$3,772
Filing and Contact Details

Filer

Filer Name
Paul Harry L Trust
EIN
42-6594811
Phone
5154408462
Address
10101 UNIVERSITY AVENUE, CLIVE, IA 50325

Signing Officer

Name
Jasmina Kadic
Title
Trust Officer
Phone
6417545521
Signed
2022-04-28
Discuss with paid preparer
Yes

Preparer

Firm
Bowman & Miller Pc
Address
24 E MAIN ST, MARSHALLTOWN, IA 50158
Preparer
Taylor G Johnson
Phone
6417539337
Raw XML Appendix353 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/RecipientBusinessName/BusinessNameLine1Txt1IOWA RIVER HOSPICE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt2MCC FOUNDATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt3QUAKERDALE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt4SALVATION ARMY
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0501(C)(3) PUBLIC CHA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt1501(C)(3) PUBLIC CHA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2501(C)(3) PUBLIC CHA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3501(C)(3) PUBLIC CHA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4501(C)(3) PUBLIC CHA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt02116 GRAND AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt1502 PLAZA HEIGHTS ROAD PO BOX 1086
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt23700 S CENTER STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3PO BOX 8
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4107 WEST STATE STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0DES MOINES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1MARSHALLTOWN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2MARSHALLTOWN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3NEW PROVIDENCE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4MARSHALLTOWN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd2IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd050312
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd150158
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd250158
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd350206
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd450158
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt030000
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/AppliedToCurrentYearAmt025787
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt025787
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt05233
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt06666
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt07359
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt05867
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt06287
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt06287
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt029338
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt04213
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt05233
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt06666
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt07359
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt05867
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt030000
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt04213
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt035625
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt031412
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0435
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0DIVIDENDS RECEIVABLE
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0662
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0662
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0MISCELLANEOUS
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt01617
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01617
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt01886
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt1506
OtherIncomeSchedule2/OtherIncomeDetail/Desc0MISCELLANEOUS
OtherIncomeSchedule2/OtherIncomeDetail/Desc1EXCISE TAX REFUND
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt01886
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt01886
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt1506
TaxesSchedule/TaxesDetail/Amt0218
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX PAID
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0218
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd03
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0JASMINA KADIC
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUST OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum06417545521
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-04-28
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PAUL HARRY L TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O GREAT WESTERN WEALTH MANAGEMENT
ReturnHeader/Filer/BusinessNameControlTxt0PAUL
ReturnHeader/Filer/EIN0426594811
ReturnHeader/Filer/PhoneNum05154408462
ReturnHeader/Filer/USAddress/AddressLine1Txt010101 UNIVERSITY AVENUE
ReturnHeader/Filer/USAddress/CityNm0CLIVE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd050325
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0200436277
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BOWMAN & MILLER PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt024 E MAIN ST
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0MARSHALLTOWN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd050158
ReturnHeader/PreparerPersonGrp/PhoneNum06417539337
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0TAYLOR G JOHNSON
ReturnHeader/ReturnTs02022-05-12T08:58:57-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JASMINA
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0KADIC
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

Document Assets

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Filings

Displayed year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$474,756
Liabilities
$0
Net assets
$474,756
Revenue
$58,958
Expenses
$36,257
Net income
$22,701
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.51$0.00$4.51$0.28$0.32$0.03
2023Detailed filing. Detailed filing data is available for this year.$4.56$0.00$4.56$0.18$0.26$0.09
2022Detailed filing. Detailed filing data is available for this year.$4.65$0.00$4.65$0.19$0.30$0.11
2021Detailed filing. Detailed filing data is available for this year.$4.75$0.00$4.75$0.59$0.36$0.23
2020Detailed filing. Detailed filing data is available for this year.$4.52$0.00$4.52$0.19$0.38$0.19
2019Detailed filing. Detailed filing data is available for this year.$4.71$0.00$4.71$0.35$0.31$0.04
2018Detailed filing. Detailed filing data is available for this year.$4.67$0.00$4.67$0.30$0.32$0.02
2017Detailed filing. Detailed filing data is available for this year.$4.69$0.00$4.69$0.27$0.30$0.04
2016Detailed filing. Detailed filing data is available for this year.$4.73$0.00$4.73$0.03$0.30$0.27
2015Detailed filing. Detailed filing data is available for this year.$5.00$0.00$5.00$0.59$0.35$0.25
2014Detailed filing. Detailed filing data is available for this year.$4.75$0.00$4.75$0.35$0.35$0.01
2013Detailed filing. Detailed filing data is available for this year.$4.75$0.00$4.75$0.27$0.28$0.01
2012Summary only. Only limited summary data is available for this year.$4.77$0.00$0.52$0.31$0.21
2011Summary only. Only limited summary data is available for this year.$4.56$0.00$0.25$0.25$0.00