Civic Intelligence

Frances M Williams Charitable Trust

990PF • Fiscal year 2019 • EIN 52-7242578

Jan 01, 2019 to Dec 31, 2019 • Filed on Mar 19, 2020

666 Walnut StreetDes Moines, IA 50309

(515) 245-8426

Siviq Scores

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

Liabilities / Assets

38th percentile

0.00x

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

2019 filings • $500k-$1M nonprofits • Source year 2019

Liabilities / Revenue

38th percentile

0.00x

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

2019 filings • $500k-$1M nonprofits • Source year 2019

Net Margin

20th percentile

-17%

Higher net margin than 20% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Source year 2019

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

2019 filings • $500k-$1M nonprofits • Source year 2019

Asset Growth

37th percentile

-1.0%

Faster asset growth than 37% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Annualized from 2018 to 2019

Revenue Growth

37th percentile

-2.7%

Faster revenue growth than 37% of similar nonprofits.

2019 filings • $500k-$1M nonprofits • Annualized from 2018 to 2019

Assets

Flat

$767,635

Flat from 2019

Net Assets

$767,635

No earlier filing loaded for comparison.

Liabilities

Down

$0

Down $1 (-100%) from 2019

Revenue

Flat

$44,381

Flat from 2019

Expenses

Flat

$51,926

Flat from 2019

Net Income

Flat

-$7,545

Flat from 2019

Historical Trend

Balance Sheet Trend

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

$1.0M$500K$0Assets 2010: $813,636Liabilities 2010: $0Net Assets 2010: $813,6362010Assets 2011: $788,916Liabilities 2011: $0Net Assets 2011: $788,9162011Assets 2012: $790,439Liabilities 2012: $0Net Assets 2012: $790,4392012Assets 2013: $816,559Liabilities 2013: $0Net Assets 2013: $816,5592013Assets 2014: $816,750Liabilities 2014: $0Net Assets 2014: $816,7502014Assets 2015: $806,707Liabilities 2015: $0Net Assets 2015: $806,7072015Assets 2016: $793,921Liabilities 2016: $0Net Assets 2016: $793,9212016Assets 2017: $783,154Liabilities 2017: $0Net Assets 2017: $783,1542017Assets 2018: $775,180Liabilities 2018: $0Net Assets 2018: $775,1802018Assets 2019: $767,635Liabilities 2019: $0Net Assets 2019: $767,6352019Assets 2019: $767,635Liabilities 2019: $12019Assets 2021: $741,406Liabilities 2021: $12021Assets 2022: $713,282Liabilities 2022: $0Net Assets 2022: $713,2822022Assets 2023: $779,236Liabilities 2023: $12023Assets 2024: $761,543Liabilities 2024: $0Net Assets 2024: $761,5432024

Highlighted filing

2019

Assets$767,635
Liabilities$0
Net Assets$767,635

Operations Trend

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

$150K$100K$50K$0-$50KExpenses 2010: $43,8352010Expenses 2011: $49,8362011Expenses 2012: $49,8652012Revenue 2013: $75,947Expenses 2013: $49,827Net Income 2013: $26,1202013Revenue 2014: $55,634Expenses 2014: $55,443Net Income 2014: $1912014Revenue 2015: $44,990Expenses 2015: $55,033Net Income 2015: -$10,0432015Revenue 2016: $38,804Expenses 2016: $51,590Net Income 2016: -$12,7862016Revenue 2017: $40,248Expenses 2017: $51,015Net Income 2017: -$10,7672017Revenue 2018: $45,614Expenses 2018: $53,588Net Income 2018: -$7,9742018Revenue 2019: $44,381Expenses 2019: $51,926Net Income 2019: -$7,5452019Revenue 2019: $44,381Expenses 2019: $51,926Net Income 2019: -$7,5452019Revenue 2021: $61,895Expenses 2021: $49,811Net Income 2021: $12,0842021Revenue 2022: $27,431Expenses 2022: $55,555Net Income 2022: -$28,1242022Revenue 2023: $117,083Expenses 2023: $50,054Net Income 2023: $67,0292023Revenue 2024: $35,956Expenses 2024: $54,165Net Income 2024: -$18,2092024

Highlighted filing

2019

Revenue$44,381
Expenses$51,926
Net Income-$7,545
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Mar 19, 2020
Return Version
2019v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
WELLS FARGO BANK NACustodian-$0--
Filing and Contact Details

Filer

Filer Name
Frances M Williams Charitable Trust
EIN
52-7242578
Phone
5152458426
Address
666 WALNUT STREET, DES MOINES, IA 50309

Signing Officer

Name
sue cannon
Title
Trustee
Phone
5152458426
Signed
2020-03-19
Discuss with paid preparer
Yes

Preparer

Firm
Ryun Givens & Company Plc
Address
2900 100TH STREET SUITE 301, URBANDALE, IA 50322
Preparer
Curtis E Brand CPA
Phone
5152253141
Raw XML AppendixShowing 400 of 474 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/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt019884
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt031000
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt031000
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt043273
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt0284
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt0240
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt00
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0663818
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0683953
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0804424
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0183660
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0176115
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt039464
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt031988
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt031988
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0775180
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0767635
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0900095
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0775180
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0767635
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0775180
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0767635
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0763179
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt025077
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0738102
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt011448
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt037587
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0751731
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0763179
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0WELLS FARGO BANK NA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0CUSTODIAN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt01919 DOUGLAS ST 2ND FLR MAC
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine2Txt0N8000-027
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0OMAHA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0NE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd068102
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt041185
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt041593
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt047922
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt047358
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt047799
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt050384
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt049154
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.054787
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.054952
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.053551
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.056543
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.056404
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.052483
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt0408
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0751731
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0872076
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0884352
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0845354
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0893267
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0936567
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt047895
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.273933
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt047487
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt047895
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt0408
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt047895
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/SubjToTaxRmnrtnExPrchtPymtInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0WELLS FARGO BANK NA
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0666 WALNUT STREET
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0DES MOINES
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0IA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd050309
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd00
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd00
IRS990PF/StatementsRegardingActyGrp/PhoneNum05152453217
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd00
IRS990PF/StatementsRegardingActyGrp/Section4955ManagersTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section4955OrganizationTaxAmt00
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd01
IRS990PF/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt044328
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CHARITABLE - PUBLIC WELFARE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0THE SALVATION ARMY CO WELLS FARGO BANK
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0EXEMPT - NON FOUNDAT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt0666 WALNUT STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0DES MOINES
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd050309
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt044328
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt037179
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt037179
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt05158

Document Assets

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Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$7.62$0.00$7.62$0.36$0.54$0.18
2023Summary only. Only limited summary data is available for this year.$7.79$0.00$1.17$0.50$0.67
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$7.13$0.00$7.13$0.27$0.56$0.28
2021Summary only. Only limited summary data is available for this year.$7.41$0.00$0.62$0.50$0.12
2019Detailed filing. Detailed filing data is available for this year.$7.68$0.00$7.68$0.44$0.52$0.08
2019Summary only. Only limited summary data is available for this year.$7.68$0.00$0.44$0.52$0.08
2018Detailed filing. Detailed filing data is available for this year.$7.75$0.00$7.75$0.46$0.54$0.08
2017Detailed filing. Detailed filing data is available for this year.$7.83$0.00$7.83$0.40$0.51$0.11
2016Detailed filing. Detailed filing data is available for this year.$7.94$0.00$7.94$0.39$0.52$0.13
2015Detailed filing. Detailed filing data is available for this year.$8.07$0.00$8.07$0.45$0.55$0.10
2014Detailed filing. Detailed filing data is available for this year.$8.17$0.00$8.17$0.56$0.55$0.00
2013Detailed filing. Detailed filing data is available for this year.$8.17$0.00$8.17$0.76$0.50$0.26
2012Detailed filing. Detailed filing data is available for this year.$7.90$0.00$7.90$0.50
2011Detailed filing. Detailed filing data is available for this year.$7.89$0.00$7.89$0.50
2010Detailed filing. Detailed filing data is available for this year.$8.14$0.00$8.14$0.44