Civic Intelligence

Mary F Lotz Charitable Foundation

990PF • Fiscal year 2017 • EIN 46-1655476

Jan 01, 2017 to Dec 31, 2017 • Filed on Mar 02, 2018

Organization Profile
1009 Main StreetAdel, IA 50003

(515) 697-4284

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.

2017 filings • $500k-$1M nonprofits • Source year 2017

Liabilities / Revenue

35th percentile

0.00x

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

2017 filings • $500k-$1M nonprofits • Source year 2017

Net Margin

49th percentile

3.3%

Higher net margin than 49% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Source year 2017

Top Officer Pay

54th percentile

$0

Higher top officer pay than 54% of similar nonprofits.

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

2017 filings • $500k-$1M nonprofits • Source year 2017

Asset Growth

42nd percentile

0.2%

Faster asset growth than 42% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Annualized from 2016 to 2017

Revenue Growth

39th percentile

-0.0%

Faster revenue growth than 39% of similar nonprofits.

2017 filings • $500k-$1M nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets35th percentile

Assets

Up

$743,190

Up $1,310 (+0.2%) from 2016

Net Assets

Up

$743,190

Up $1,310 (+0.2%) from 2016

Liabilities

Flat

$0

Flat from 2016

Revenue And Expenses
Liabilities / Revenue35th percentileNet Margin49th percentile

Revenue

Down

$39,809

Down $1 (-0.0%) from 2016

Expenses

Down

$38,499

Down $4,471 (-10%) from 2016

Net Income

Up

$1,310

Up $4,470 (+141%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth42nd percentile

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

$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

2017

Assets$743,190
Liabilities$0
Net Assets$743,190
Open 2017 Filing

Operations Trend

Revenue Growth39th percentile

Revenue, expenses, and net income across loaded years, with this 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

2017

Revenue$39,809
Expenses$38,499
Net Income$1,310
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Mar 2, 2018
Return Version
2017v2.2
Compensation and Service Providers
Top Officer Pay54th percentile

Employees

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

Filer

Filer Name
Mary F Lotz Charitable Foundation
EIN
46-1655476
Phone
5156974284
Address
1009 MAIN STREET, ADEL, IA 50003

Signing Officer

Name
James Van Werden
Title
Co-trustee
Signed
2018-03-02
Discuss with paid preparer
Yes

Preparer

Firm
Mcgowen Hurst Clark & Smith Pc
Address
1601 W LAKES PKWY STE 300, WEST DES MOINES, IA 50266
Preparer
S James Smith CPA
Phone
5152883279
Raw XML Appendix256 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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ReturnHeader/BuildTS02018-06-14 16:35:46Z
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ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd050003
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId046EB127476F8F05C7929C10423E8A8D1FBB5ABDA
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0264506EC857CA2913E7386A64E7B5C779D2B62FE
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0167.142.51.230
ReturnHeader/FilingSecurityInformation/IPDt02018-03-07
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CS
ReturnHeader/FilingSecurityInformation/IPTm013:54:47
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0421104473
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MCGOWEN HURST CLARK & SMITH PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01601 W LAKES PKWY STE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WEST DES MOINES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd050266
ReturnHeader/PreparerPersonGrp/PhoneNum05152883279
ReturnHeader/PreparerPersonGrp/PreparationDt02018-03-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0S JAMES SMITH CPA
ReturnHeader/ReturnTs02018-03-07T13:54:47-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

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Filings

Displayed year

2017 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$743,190
Liabilities
$0
Net assets
$743,190
Revenue
$39,809
Expenses
$38,499
Net income
$1,310
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