Civic Intelligence

Nancy D Aldera Charitable Trust

990PF • Fiscal year 2018 • EIN 47-6300254

Jan 01, 2018 to Dec 31, 2018 • Filed on May 12, 2019

2408 Jordan TrailWest Des Moines, IA 50265

(515) 279-3148

Siviq Scores

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

Liabilities / Assets

37th percentile

0.00x

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

2018 filings • $500k-$1M nonprofits • Source year 2018

Liabilities / Revenue

37th percentile

0.00x

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

2018 filings • $500k-$1M nonprofits • Source year 2018

Net Margin

5th percentile

-100%

Higher net margin than 5% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Source year 2018

Top Officer Pay

59th percentile

$7,697

Higher top officer pay than 59% of similar nonprofits.

Top officer pay equals 24.7% of source-year revenue.

2018 filings • $500k-$1M nonprofits • Source year 2018

Asset Growth

27th percentile

-4.3%

Faster asset growth than 27% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Annualized from 2017 to 2018

Revenue Growth

43rd percentile

0.8%

Faster revenue growth than 43% of similar nonprofits.

2018 filings • $500k-$1M nonprofits • Annualized from 2017 to 2018

Assets

Down

$682,415

Down $31,005 (-4.3%) from 2017

Net Assets

Down

$682,415

Down $31,005 (-4.3%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue

Up

$31,129

Up $241 (+0.8%) from 2017

Expenses

Up

$62,134

Up $1,847 (+3.1%) from 2017

Net Income

Down

-$31,005

Down $1,606 (-5.5%) from 2017

Historical Trend

Balance Sheet Trend

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

$1.0M$500K$0Assets 2014: $825,873Liabilities 2014: $02014Assets 2015: $777,877Liabilities 2015: $0Net Assets 2015: $777,8772015Assets 2016: $742,819Liabilities 2016: $0Net Assets 2016: $742,8192016Assets 2017: $713,420Liabilities 2017: $0Net Assets 2017: $713,4202017Assets 2018: $682,415Liabilities 2018: $0Net Assets 2018: $682,4152018Assets 2019: $647,729Liabilities 2019: $0Net Assets 2019: $647,7292019Assets 2020: $605,866Liabilities 2020: $0Net Assets 2020: $605,8662020Assets 2021: $590,542Liabilities 2021: $0Net Assets 2021: $590,5422021Assets 2022: $531,379Liabilities 2022: $0Net Assets 2022: $531,3792022Assets 2023: $507,410Liabilities 2023: $0Net Assets 2023: $507,4102023Assets 2024: $489,143Liabilities 2024: $0Net Assets 2024: $489,1432024

Highlighted filing

2018

Assets$682,415
Liabilities$0
Net Assets$682,415

Operations Trend

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

$1.0M$500K$0-$500KRevenue 2014: $836,077Expenses 2014: $10,204Net Income 2014: $825,8732014Revenue 2015: -$4,058Expenses 2015: $43,938Net Income 2015: -$47,9962015Revenue 2016: $23,673Expenses 2016: $58,730Net Income 2016: -$35,0572016Revenue 2017: $30,888Expenses 2017: $60,287Net Income 2017: -$29,3992017Revenue 2018: $31,129Expenses 2018: $62,134Net Income 2018: -$31,0052018Revenue 2019: $28,481Expenses 2019: $63,167Net Income 2019: -$34,6862019Revenue 2020: $16,228Expenses 2020: $58,091Net Income 2020: -$41,8632020Revenue 2021: $41,657Expenses 2021: $56,981Net Income 2021: -$15,3242021Revenue 2022: -$10,589Expenses 2022: $48,574Net Income 2022: -$59,1632022Revenue 2023: $23,894Expenses 2023: $47,863Net Income 2023: -$23,9692023Revenue 2024: $40,260Expenses 2024: $58,527Net Income 2024: -$18,2672024

Highlighted filing

2018

Revenue$31,129
Expenses$62,134
Net Income-$31,005
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
May 12, 2019
Return Version
2018v3.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DANTE TORIELLOTrustee-$7,697-$7,697
Filing and Contact Details

Filer

Filer Name
Nancy D Aldera Charitable Trust
EIN
47-6300254
Phone
5152793148
Address
2408 JORDAN TRAIL, WEST DES MOINES, IA 50265

Signing Officer

Name
Dante Toriello
Title
Trustee
Signed
2019-05-12
Discuss with paid preparer
Yes

Preparer

Firm
Tarbell & Co PLC
Address
2130 Grand Avenue, Des Moines, IA 50312-5302
Preparer
Tim Tarbell CPA
Phone
5152820200
Raw XML Appendix355 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/StatementsRegardingActyGrp/OwnControlledEntityInd0false
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IRS990PF/StatementsRegardingActyGrp/PhoneNum05152793148
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt110000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt210000
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt45000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt510000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0UNRESTRICTED GIFT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1EDUCATION SCHOLARSHIPS
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2UNRESTRICTED GIFT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3UNRESTRICTED DONATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4UNRESTRICTED DONATION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5ANTI-POVERTY COMPAIGN
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0ST AMBROSE CATHOLIC CHURCH
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1GRAND VIEW CHRISTIAN SCHOOL ASSOC I
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2CRAIG HOSPITAL
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3CHILDSERVE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm5CATHOLIC CHARITIES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0607 HIGH ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt12905 NE 46TH AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt23425 S CLARKSON ST
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt35406 MERLE HAY ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4715 SW ANKENY ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt5601 GRAND AVE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2ENGLEWOOD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm3JOHNSTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4ANKENY
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd150317
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd280113
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IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
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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/AppliedToCurrentYearAmt08984
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt032016
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt037129
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt041000
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt028145
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt032016
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt02340
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt00
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt02340
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt02340
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt0305
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt17652
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt2-12
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0FOREIGN TAX WITHHELD
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BROKERAGE FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2MISC EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0305
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt17652
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt2-12
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0305
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt17652
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt2-12
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt0232
TaxesSchedule/TaxesDetail/Amt0232
TaxesSchedule/TaxesDetail/CategoryTxt0FED TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0232
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0DANTE TORIELLO
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-05-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0NANCY D ALDERA CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0NANC
ReturnHeader/Filer/EIN0476300254
ReturnHeader/Filer/PhoneNum05152793148
ReturnHeader/Filer/USAddress/AddressLine1Txt02408 JORDAN TRAIL
ReturnHeader/Filer/USAddress/CityNm0WEST DES MOINES
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd050265
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0421443361
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Tarbell & Co PLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt02130 Grand Avenue
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Des Moines
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0503125302
ReturnHeader/PreparerPersonGrp/PhoneNum05152820200
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Tim Tarbell CPA
ReturnHeader/ReturnTs02019-05-13T13:31:15-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

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