Civic Intelligence

Emily Anne Weikert Charitable Foundation

990PF • Fiscal year 2019 • EIN 47-2677250

Jan 01, 2019 to Dec 31, 2019 • Filed on Jun 29, 2020

Organization Profile
4300 Stonebridge RdWest Des Moines, IA 50265

(515) 222-2335

Siviq Scores

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

Liabilities / Assets

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Net Margin

96th percentile

84%

Higher net margin than 96% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

43rd percentile

$0

Higher top officer pay than 43% of similar nonprofits.

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Asset Growth

18th percentile

-5.0%

Faster asset growth than 18% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

90th percentile

74%

Faster revenue growth than 90% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets29th percentile

Assets

Down

$1,493,340

Down $77,772 (-5.0%) from 2018

Net Assets

Down

$1,493,340

Down $77,772 (-5.0%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin96th percentile

Revenue

Up

$80,306

Up $34,250 (+74%) from 2018

Expenses

Down

$12,588

Down $58,381 (-82%) from 2018

Net Income

Up

$67,718

Up $92,631 (+372%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth18th percentile

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

$2.0M$1.5M$1.0M$500K$0Assets 2015: $1,082,095Liabilities 2015: $0Net Assets 2015: $1,082,0952015Assets 2016: $1,589,631Liabilities 2016: $0Net Assets 2016: $1,589,6312016Assets 2017: $1,712,633Liabilities 2017: $0Net Assets 2017: $1,712,6332017Assets 2018: $1,571,112Liabilities 2018: $0Net Assets 2018: $1,571,1122018Assets 2019: $1,493,340Liabilities 2019: $0Net Assets 2019: $1,493,3402019Assets 2020: $1,880,108Liabilities 2020: $0Net Assets 2020: $1,880,1082020Assets 2021: $1,468,934Liabilities 2021: $0Net Assets 2021: $1,468,9342021Assets 2022: $1,448,932Liabilities 2022: $0Net Assets 2022: $1,448,9322022Assets 2023: $1,462,725Liabilities 2023: $0Net Assets 2023: $1,462,7252023Assets 2024: $1,482,348Liabilities 2024: $0Net Assets 2024: $1,482,3482024

Highlighted filing

2019

Assets$1,493,340
Liabilities$0
Net Assets$1,493,340
Open 2019 Filing

Operations Trend

Revenue Growth90th percentile

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

$1.5M$1.0M$500K$0-$500KRevenue 2015: $1,156,102Expenses 2015: $25,600Net Income 2015: $1,130,5022015Revenue 2016: $35,351Expenses 2016: $40,643Net Income 2016: -$5,2922016Revenue 2017: $45,082Expenses 2017: $87,338Net Income 2017: -$42,2562017Revenue 2018: $46,056Expenses 2018: $70,969Net Income 2018: -$24,9132018Revenue 2019: $80,306Expenses 2019: $12,588Net Income 2019: $67,7182019Revenue 2020: $87,033Expenses 2020: $13,561Net Income 2020: $73,4722020Revenue 2021: $61,273Expenses 2021: $109,490Net Income 2021: -$48,2172021Revenue 2022: $108,531Expenses 2022: $131,610Net Income 2022: -$23,0792022Revenue 2023: $104,068Expenses 2023: $94,871Net Income 2023: $9,1972023Revenue 2024: $118,725Expenses 2024: $120,109Net Income 2024: -$1,3842024

Highlighted filing

2019

Revenue$80,306
Expenses$12,588
Net Income$67,718
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Jun 29, 2020
Return Version
2019v5.1
Compensation and Service Providers
Top Officer Pay43rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Rod WeikertTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Emily Anne Weikert Charitable Foundation
EIN
47-2677250
Address
4300 Stonebridge Rd, West Des Moines, IA 50265

Signing Officer

Name
Rod Weikert
Title
Trustee
Phone
5152222335
Signed
2020-06-29
Discuss with paid preparer
Yes

Preparer

Firm
Vision Financial Services LLC
Address
1776 22nd Street Suite 101, West Des Moines, IA 50266
Preparer
Michael Hammen
Phone
5154401133
Raw XML Appendix299 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/AddressLine1Txt13775 EP True Pkwy PO Box 155
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2370 Lexington Ave Suite 2100
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt37225 NW 58th Street
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt41211 Grand Avenue
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5849 NE Cherry Plum Dr
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4West Des Moines
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5Ankeny
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IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt080000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt087
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt087
OtherDecreasesSchedule/OtherDecreasesDetail/Amt0145490
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0Market value adjustments
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt012063
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0Wealth management fees
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt00
ReturnHeader/BuildTS02021-04-22 16:20:28Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0Rod Weikert
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/PhoneNum05152222335
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-06-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0Emily Anne Weikert Charitable Foundation
ReturnHeader/Filer/BusinessNameControlTxt0EMIL
ReturnHeader/Filer/EIN0472677250
ReturnHeader/Filer/USAddress/AddressLine1Txt04300 Stonebridge Rd
ReturnHeader/Filer/USAddress/CityNm0West Des Moines
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd050265
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId008475CF8467797ACAEB8756EF4FF214038F10350
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId008475CF8467797ACAEB8756EF4FF214038F10350
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionId04238122020189t5lfev0
ReturnHeader/FilingSecurityInformation/FederalOriginalSubmissionIdDt02020-07-07
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0173.17.19.146
ReturnHeader/FilingSecurityInformation/IPDt02020-07-07
ReturnHeader/FilingSecurityInformation/IPTm019:20:41
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0271585580
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Vision Financial Services LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01776 22nd Street Suite 101
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0West Des Moines
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd050266
ReturnHeader/PreparerPersonGrp/PhoneNum05154401133
ReturnHeader/PreparerPersonGrp/PreparationDt02020-07-07
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Michael Hammen
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02020-07-07T19:19:59-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,493,340
Liabilities
$0
Net assets
$1,493,340
Revenue
$80,306
Expenses
$12,588
Net income
$67,718
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.48$0.00$1.48$0.12$0.12$0.00
2023Detailed filing. Detailed filing data is available for this year.$1.46$0.00$1.46$0.10$0.09$0.01
2022Detailed filing. Detailed filing data is available for this year.$1.45$0.00$1.45$0.11$0.13$0.02
2021Detailed filing. Detailed filing data is available for this year.$1.47$0.00$1.47$0.06$0.11$0.05
2020Detailed filing. Detailed filing data is available for this year.$1.88$0.00$1.88$0.09$0.01$0.07
2019Detailed filing. Detailed filing data is available for this year.$1.49$0.00$1.49$0.08$0.01$0.07
2018Detailed filing. Detailed filing data is available for this year.$1.57$0.00$1.57$0.05$0.07$0.02
2017Detailed filing. Detailed filing data is available for this year.$1.71$0.00$1.71$0.05$0.09$0.04
2016Detailed filing. Detailed filing data is available for this year.$1.59$0.00$1.59$0.04$0.04$0.01
2015Detailed filing. Detailed filing data is available for this year.$1.08$0.00$1.08$1.16$0.03$1.13