Civic Intelligence

E Lester Williams and Frances M Williams Charitable Trust

990PF • Fiscal year 2011 • EIN 42-6610647

Jan 01, 2011 to Dec 31, 2011 • Filed on Apr 10, 2012

Organization Profile
666 Walnut Street50309
Siviq Scores

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

Liabilities / Assets

26th percentile

0.00x

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

2011 filings • $1M-$5M nonprofits • Source year 2011

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2011

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2011

Top Officer Pay

84th percentile

$17,880

Higher top officer pay than 84% of similar nonprofits.

2011 filings • $1M-$5M nonprofits • Source year 2011

Asset Growth

49th percentile

-0.1%

Faster asset growth than 49% of similar nonprofits.

2011 filings • $1M-$5M nonprofits • Annualized from 2010 to 2011

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Balance Sheet
Liabilities / Assets26th percentile

Assets

Down

$2,519,473

Down $3,243 (-0.1%) from 2010

Net Assets

Down

$2,519,473

Down $3,243 (-0.1%) from 2010

Liabilities

Flat

$0

Flat from 2010

Revenue And Expenses
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$161,051

Up $6,545 (+4.2%) from 2010

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth49th percentile

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

$3.0M$2.0M$1.0M$0Assets 2010: $2,522,716Liabilities 2010: $0Net Assets 2010: $2,522,7162010Assets 2011: $2,519,473Liabilities 2011: $0Net Assets 2011: $2,519,4732011Assets 2012: $2,505,270Liabilities 2012: $12012Assets 2013: $2,542,075Liabilities 2013: $0Net Assets 2013: $2,542,0752013Assets 2014: $2,598,174Liabilities 2014: $0Net Assets 2014: $2,598,1742014Assets 2015: $2,483,792Liabilities 2015: $0Net Assets 2015: $2,483,7922015Assets 2016: $2,439,066Liabilities 2016: $0Net Assets 2016: $2,439,0662016Assets 2017: $2,473,129Liabilities 2017: $0Net Assets 2017: $2,473,1292017Assets 2018: $2,440,044Liabilities 2018: $0Net Assets 2018: $2,440,0442018Assets 2019: $2,451,171Liabilities 2019: $0Net Assets 2019: $2,451,1712019Assets 2020: $2,386,615Liabilities 2020: $0Net Assets 2020: $2,386,6152020Assets 2021: $2,399,820Liabilities 2021: $0Net Assets 2021: $2,399,8202021Assets 2022: $2,211,635Liabilities 2022: $0Net Assets 2022: $2,211,6352022Assets 2023: $2,386,722Liabilities 2023: $0Net Assets 2023: $2,386,7222023Assets 2024: $2,368,672Liabilities 2024: $0Net Assets 2024: $2,368,6722024

Highlighted filing

2011

Assets$2,519,473
Liabilities$0
Net Assets$2,519,473
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$400K$200K$0-$200KExpenses 2010: $154,5062010Expenses 2011: $161,0512011Revenue 2012: $150,886Expenses 2012: $165,089Net Income 2012: -$14,2032012Revenue 2013: $205,249Expenses 2013: $168,444Net Income 2013: $36,8052013Revenue 2014: $235,879Expenses 2014: $179,780Net Income 2014: $56,0992014Revenue 2015: $58,453Expenses 2015: $172,835Net Income 2015: -$114,3822015Revenue 2016: $117,833Expenses 2016: $162,559Net Income 2016: -$44,7262016Revenue 2017: $208,528Expenses 2017: $174,465Net Income 2017: $34,0632017Revenue 2018: $145,410Expenses 2018: $178,495Net Income 2018: -$33,0852018Revenue 2019: $183,135Expenses 2019: $172,008Net Income 2019: $11,1272019Revenue 2020: $105,293Expenses 2020: $169,849Net Income 2020: -$64,5562020Revenue 2021: $202,125Expenses 2021: $188,920Net Income 2021: $13,2052021Revenue 2022: $2,623Expenses 2022: $190,808Net Income 2022: -$188,1852022Revenue 2023: $342,523Expenses 2023: $162,965Net Income 2023: $179,5582023Revenue 2024: $176,543Expenses 2024: $194,447Net Income 2024: -$17,9042024

Highlighted filing

2011

Revenue-
Expenses$161,051
Net Income-
Open 2011 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
Apr 10, 2012
Return Version
2011v1.2
Compensation and Service Providers
Top Officer Pay84th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WELLS FARGO BANK NACustodian-$17,880-$17,880
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantMARSHALLTOWN COMMUNITY COLLEGE FOUNDATIONEDUCATION - SUPPORT COMMUNITY COLLEGEPRIVATE FOUNDATIONMARSHALLTOWN, IA, US$46,468
Paid GrantUNITED WAY OF MARSHALLTOWNCHARITABLE - PUBLIC WELFAREPUBLIC CHARITYMARSHALLTOWN, IA, US$46,468
Paid GrantUNIVERSITY OF IOWA FOUNDATIONEDUCATION - SUPPORT COMMUNITY COLLEGEPRIVATE FOUNDATIONIOWA CITY, IA, US$46,468
Filing and Contact Details

Filer

EIN
42-6610647
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IRS990PF/AnalysisIncomeProducingActy/OtherInvestmentIncomePartVII/ExclusionCode014
IRS990PF/AnalysisIncomeProducingActy/OtherRevenueDescribed/Description0FEDERAL TAX REFUND
IRS990PF/AnalysisIncomeProducingActy/OtherRevenueDescribed/ExclusionCode001
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/ExclusionAmount0158762
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/RelatedOrExemptFunctionIncome00
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/UnrelatedBusinessIncomeAmount00
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA0158762
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesDsbrsChrtblPrps0306
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncm0307
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnss0613
IRS990PF/AnalysisOfRevenueAndExpenses/CapitalGainNetIncmNetInvstIncm072998
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblPrps08940
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncm08940
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnss017880
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps0139404
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss0139404
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncm085764
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss085764
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses0-2289
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice0793534
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAssetsRevAndExpnss072998
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome0149495
IRS990PF/AnalysisOfRevenueAndExpenses/NotRequiredToAttachScheduleB0X
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncm020
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnss020
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesDsbrsChrtblPrps00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncm00
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnss03134
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps0148650
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm09267
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss0161051
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome0158762
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses0158762
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps09246
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm09267
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss021647
IRS990PF/BalanceSheets/CapitalStockBOY01783791
IRS990PF/BalanceSheets/CapitalStockEOY01783791
IRS990PF/BalanceSheets/CashBOY01873
IRS990PF/BalanceSheets/CashEOY05528
IRS990PF/BalanceSheets/CashEOYFMV05528
IRS990PF/BalanceSheets/InvestmentsCorpBondsBOY0426858
IRS990PF/BalanceSheets/InvestmentsCorpBondsEOY0583209
IRS990PF/BalanceSheets/InvestmentsCorpBondsEOYFMV0569632
IRS990PF/BalanceSheets/InvestmentsCorpStockBOY0616322
IRS990PF/BalanceSheets/InvestmentsCorpStockEOY0523041
IRS990PF/BalanceSheets/InvestmentsCorpStockEOYFMV0579499
IRS990PF/BalanceSheets/InvestmentsGovtObligBOY098835
IRS990PF/BalanceSheets/InvestmentsOtherBOY01339103
IRS990PF/BalanceSheets/InvestmentsOtherEOY01380870
IRS990PF/BalanceSheets/InvestmentsOtherEOYFMV01417021
IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS1170X
IRS990PF/BalanceSheets/PaidInOrCapitalSurplusBOY00
IRS990PF/BalanceSheets/PaidInOrCapitalSurplusEOY00
IRS990PF/BalanceSheets/RetainedEarningsBOY0738925
IRS990PF/BalanceSheets/RetainedEarningsEOY0735682
IRS990PF/BalanceSheets/SavingsAndTempCashInvstBOY039725
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOY026825
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOYFMV026825
IRS990PF/BalanceSheets/TotalAssetsBOY02522716
IRS990PF/BalanceSheets/TotalAssetsEOY02519473
IRS990PF/BalanceSheets/TotalAssetsEOYFMV02598505
IRS990PF/BalanceSheets/TotalLiabilitiesBOY00
IRS990PF/BalanceSheets/TotalLiabilitiesEOY00
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY02522716
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY02519473
IRS990PF/BalanceSheets/TotalNetAssetsBOY02522716
IRS990PF/BalanceSheets/TotalNetAssetsEOY02519473
IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome072998
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis05247
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis13583
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis26391
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis33880
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis42308
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis54068
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis62985
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis73652
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis83964
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis95722
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis105617
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis114459
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis124270
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis133709
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis144359
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis153293
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis161005
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis171565
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis182846
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis19237
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis20473
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis212539
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis222044
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis232585
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis244486
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis25144
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis263499
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis275015
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis283878
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis293960
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis30138
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis313031
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis322796
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis338934
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis345331
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis358197
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis362454
IRS990PF/CapitalGainsAndLosses/CapitalGainsAndLossesInfo/CostOrOtherBasis3715

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Filings

Displayed year

2011 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,519,473
Liabilities
$0
Net assets
$2,519,473
Revenue
-
Expenses
$161,051
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.37$0.00$2.37$0.18$0.19$0.02
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.39$0.00$2.39$0.34$0.16$0.18
2022Detailed filing. Detailed filing data is available for this year.$2.21$0.00$2.21$0.00$0.19$0.19
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.40$0.00$2.40$0.20$0.19$0.01
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.39$0.00$2.39$0.11$0.17$0.06
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.45$0.00$2.45$0.18$0.17$0.01
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.44$0.00$2.44$0.15$0.18$0.03
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.47$0.00$2.47$0.21$0.17$0.03
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.44$0.00$2.44$0.12$0.16$0.04
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$2.48$0.00$2.48$0.06$0.17$0.11
2014Detailed filing. Detailed filing data is available for this year.$2.60$0.00$2.60$0.24$0.18$0.06
2013Detailed filing. Detailed filing data is available for this year.$2.54$0.00$2.54$0.21$0.17$0.04
2012Summary only. Only limited summary data is available for this year.$2.51$0.00$0.15$0.17$0.01
2011Detailed filing. Detailed filing data is available for this year.$2.52$0.00$2.52$0.16
2010Detailed filing. Detailed filing data is available for this year.$2.52$0.00$2.52$0.15