Civic Intelligence

Mary F Lotz Charitable Foundation % James E Van Werden

EIN 46-1655476 • Adel, IA

1009 Main StAdel, IA 50003
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

43rd percentile

0.00x

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

$500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

44th percentile

0.00x

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

$500k-$1M nonprofits • Source year 2024

Net Margin

75th percentile

24%

Higher net margin than 75% of similar nonprofits.

$500k-$1M nonprofits • Source year 2024

Top Officer Pay

58th percentile

$0

Higher top officer pay than 58% of similar nonprofits.

$500k-$1M nonprofits • Source year 2025

Asset Growth

48th percentile

1.5%

Faster asset growth than 48% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

19th percentile

-17%

Faster revenue growth than 19% of similar nonprofits.

$500k-$1M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets43rd percentile

Assets

Up

$773,262

Up $11,737 (+1.5%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$773,262

Up $11,737 (+1.5%) from 2023

Operations
Liabilities / Revenue44th percentileNet Margin75th percentile

Revenue

Down

$49,140

Down $10,224 (-17%) from 2023

Expenses

Down

$37,403

Down $14,458 (-28%) from 2023

Net Income

Up

$11,737

Up $4,234 (+56%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth48th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$800K$600K$400K$200K$0Assets 2013: $769,671Liabilities 2013: $0Net Assets 2013: $769,6712013Assets 2014: $770,817Liabilities 2014: $0Net Assets 2014: $770,8172014Assets 2015: $745,040Liabilities 2015: $0Net Assets 2015: $745,0402015Assets 2016: $741,880Liabilities 2016: $0Net Assets 2016: $741,8802016Assets 2017: $743,190Liabilities 2017: $0Net Assets 2017: $743,1902017Assets 2018: $736,515Liabilities 2018: $0Net Assets 2018: $736,5152018Assets 2019: $732,885Liabilities 2019: $0Net Assets 2019: $732,8852019Assets 2020: $735,640Liabilities 2020: $0Net Assets 2020: $735,6402020Assets 2021: $730,951Liabilities 2021: $0Net Assets 2021: $730,9512021Assets 2022: $754,022Liabilities 2022: $0Net Assets 2022: $754,0222022Assets 2023: $761,525Liabilities 2023: $0Net Assets 2023: $761,5252023Assets 2024: $773,262Liabilities 2024: $0Net Assets 2024: $773,2622024

Highlighted filing

2024

Assets$773,262
Liabilities$0
Net Assets$773,262
Open 2024 Filing

Operations Trend

Revenue Growth19th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$1.0M$500K$0-$500KRevenue 2013: $803,055Expenses 2013: $33,384Net Income 2013: $769,6712013Revenue 2014: $56,203Expenses 2014: $55,057Net Income 2014: $1,1462014Revenue 2015: $47,619Expenses 2015: $73,396Net Income 2015: -$25,7772015Revenue 2016: $39,810Expenses 2016: $42,970Net Income 2016: -$3,1602016Revenue 2017: $39,809Expenses 2017: $38,499Net Income 2017: $1,3102017Revenue 2018: $39,859Expenses 2018: $46,534Net Income 2018: -$6,6752018Revenue 2019: $39,879Expenses 2019: $43,509Net Income 2019: -$3,6302019Revenue 2020: $39,797Expenses 2020: $37,042Net Income 2020: $2,7552020Revenue 2021: $39,787Expenses 2021: $44,476Net Income 2021: -$4,6892021Revenue 2022: $73,544Expenses 2022: $50,473Net Income 2022: $23,0712022Revenue 2023: $59,364Expenses 2023: $51,861Net Income 2023: $7,5032023Revenue 2024: $49,140Expenses 2024: $37,403Net Income 2024: $11,7372024

Highlighted filing

2024

Revenue$49,140
Expenses$37,403
Net Income$11,737
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$773,262
Liabilities
$0
Net assets
$773,262
Revenue
$49,140
Expenses
$37,403
Net income
$11,737
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.73$0.00$7.73$0.49$0.37$0.12
2023Detailed filing. Detailed filing data is available for this year.$7.62$0.00$7.62$0.59$0.52$0.08
2022Detailed filing. Detailed filing data is available for this year.$7.54$0.00$7.54$0.74$0.50$0.23
2021Detailed filing. Detailed filing data is available for this year.$7.31$0.00$7.31$0.40$0.44$0.05
2020Detailed filing. Detailed filing data is available for this year.$7.36$0.00$7.36$0.40$0.37$0.03
2019Detailed filing. Detailed filing data is available for this year.$7.33$0.00$7.33$0.40$0.44$0.04
2018Detailed filing. Detailed filing data is available for this year.$7.37$0.00$7.37$0.40$0.47$0.07
2017Detailed filing. Detailed filing data is available for this year.$7.43$0.00$7.43$0.40$0.38$0.01
2016Detailed filing. Detailed filing data is available for this year.$7.42$0.00$7.42$0.40$0.43$0.03
2015Detailed filing. Detailed filing data is available for this year.$7.45$0.00$7.45$0.48$0.73$0.26
2014Detailed filing. Detailed filing data is available for this year.$7.71$0.00$7.71$0.56$0.55$0.01
2013Detailed filing. Detailed filing data is available for this year.$7.70$0.00$7.70$8.03$0.33$7.70
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 17, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay58th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JAMES E VAN WERDENCo Trustee-$0--
Filing and Contact Details

Filer

Filer Name
Mary F Lotz Charitable Foundation
EIN
46-1655476
In Care Of
% JAMES E VAN WERDEN
Phone
5156974284
Address
1009 MAIN ST, ADEL, IA 50003

Signing Officer

Name
James E Van Werden
Title
Co Trustee
Phone
5156974284
Signed
2025-04-17
Discuss with paid preparer
Yes

Preparer

Firm
Rrm CPA Pllc
Address
12333 STRATFORD DRIVE, Clive, IA 50325
Preparer
Max Miller
Phone
5159788860
Raw XML Appendix274 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
AccountingFeesSchedule/AccountingFeesDetail/AdjustedNetIncomeAmt00
AccountingFeesSchedule/AccountingFeesDetail/Amt0855
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt0598
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt0257
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt02010-01-01
DepreciationSchedule/DepreciationPropertyGrp/AcquiredDt12022-02-18
DepreciationSchedule/DepreciationPropertyGrp/AdjustedNetIncomeAmt00
DepreciationSchedule/DepreciationPropertyGrp/AdjustedNetIncomeAmt10
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt0NDA
DepreciationSchedule/DepreciationPropertyGrp/ComputationMethodTxt1SL
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt0700000
DepreciationSchedule/DepreciationPropertyGrp/CostOrOtherBasisAmt112324
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt00
DepreciationSchedule/DepreciationPropertyGrp/CurrentYearExpenseAmt1822
DepreciationSchedule/DepreciationPropertyGrp/LifeRt015
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt00
DepreciationSchedule/DepreciationPropertyGrp/NetInvestmentIncomeAmt10
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt00
DepreciationSchedule/DepreciationPropertyGrp/PriorYearDepreciationAmt11507
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc0LAND
DepreciationSchedule/DepreciationPropertyGrp/PropertyDesc1TILING
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt01443
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/NetRentalIncomePersonalPropGrp/ExclusionAmt046575
IRS990PF/AnalysisIncomeProducingActyGrp/NetRentalIncomePersonalPropGrp/ExclusionCd016
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt048018
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt048018
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt0598
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt0257
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt0855
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt028000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt028000
IRS990PF/AnalysisOfRevenueAndExpenses/DeprecAndDpltnRevAndExpnssAmt0822
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt011737
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsNetInvstIncmAmt047697
IRS990PF/AnalysisOfRevenueAndExpenses/GrossRentsRevAndExpnssAmt047697
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt01443
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt01443
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt02794
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt01198
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt03992
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt044045
IRS990PF/AnalysisOfRevenueAndExpenses/NetRentalIncomeOrLossAmt046575
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt094
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0400
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0494
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt03240
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt03240
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt031486
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt05095
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt037403
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt049140
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt049140
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt03486
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt05095
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt09403
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt011737
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0773262
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0761525
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0773262
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt036138
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt036138
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt036138
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt036750
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt0612
IRS990PF/DistributableAmountGrp/TotalTaxAmt0612
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/AppliedToESTaxAmt068
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0680
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt0612
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/OverpaymentAmt068
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt0612
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt0612
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0680
IRS990PF/FMVAssetsEOYAmt0775591
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt050708
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt063267
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt063267
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipAccumDeprecAmt02329
IRS990PF/Form990PFBalanceSheetsGrp/LandBldgEquipCostOrOtherBssAmt0712324
IRS990PF/Form990PFBalanceSheetsGrp/LandBOYAmt0710817
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYAmt0709995
IRS990PF/Form990PFBalanceSheetsGrp/LandEOYFMVAmt0712324
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0761525
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0773262
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0761525
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0773262
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0775591
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0761525
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0773262
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0761525
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0773262
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0746186
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt033862
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt00
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt011193
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt0712324
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt036750
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0734993
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0746186
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JAMES E VAN WERDEN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0CO TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt01009 MAIN ST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0ADEL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0IA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd050003
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt031486
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt031486
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/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/IndividualWithBooksNm0JAMES E VAN WERDEN
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt01009 MAIN ST
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0ADEL
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0IA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd050003
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum05156974284
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0false
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt028000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0HOSPICE CARE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0PC
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0MADISON COUNTY MEMORIAL HOSPITAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0300 W HUTCHINGS ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0Winterset
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd050273
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt028000
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/AppliedToCurrentYearAmt031486
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt036138
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt04652
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt03162
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt05629
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt01530
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt04652
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt05669
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt03162
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt02507
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt031486
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt05669
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt010321
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt00
LandEtcSchedule2/LandEtcGrp/AccumulatedDepreciationAmt12329
LandEtcSchedule2/LandEtcGrp/BookValueAmt0700000
LandEtcSchedule2/LandEtcGrp/BookValueAmt19995
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt0LAND
LandEtcSchedule2/LandEtcGrp/CategoryOrItemTxt1IMPROVEMENTS TILING
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt0700000
LandEtcSchedule2/LandEtcGrp/CostOrOtherBasisAmt112324
LandEtcSchedule2/LandEtcGrp/EOYFMVAmt0700000
LandEtcSchedule2/LandEtcGrp/EOYFMVAmt112324
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt02794
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt03992
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt01198
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0INSURANCE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1OTHER EXP
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2REPAIRS
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt057
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt137
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0100
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt2300
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0157
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt137
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2300
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt00
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt10
TaxesSchedule/TaxesDetail/Amt02698
TaxesSchedule/TaxesDetail/Amt1542
TaxesSchedule/TaxesDetail/CategoryTxt0REAL ESTATE TAXES
TaxesSchedule/TaxesDetail/CategoryTxt1FEDERAL INCOME TAXES AND EST
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt10
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt02698
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1542
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES E VAN WERDEN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CO TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05156974284
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-04-17
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MARY F LOTZ CHARITABLE FOUNDATION
ReturnHeader/Filer/BusinessNameControlTxt0MARY
ReturnHeader/Filer/EIN0461655476
ReturnHeader/Filer/InCareOfNm0% JAMES E VAN WERDEN
ReturnHeader/Filer/PhoneNum05156974284
ReturnHeader/Filer/USAddress/AddressLine1Txt01009 MAIN ST
ReturnHeader/Filer/USAddress/CityNm0ADEL
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd050003
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0861766146
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0RRM CPA PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt012333 STRATFORD DRIVE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Clive
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd050325
ReturnHeader/PreparerPersonGrp/PhoneNum05159788860
ReturnHeader/PreparerPersonGrp/PreparationDt02025-04-28
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MAX MILLER
ReturnHeader/ReturnTs02025-04-28T16:07:37-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.