Civic Intelligence

Gerald L Bauer Educational Trust

990T • Fiscal year 2023 • EIN 80-6256984

Jan 01, 2023 to Dec 31, 2023 • Filed on May 15, 2024

Organization Profile
4033 West 108th Street SouthColfax, IA 50054

(515) 669-2433

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

-

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses

Revenue

-

No earlier filing loaded for comparison.

Expenses

-

No earlier filing loaded for comparison.

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$3.0M$2.0M$1.0M$0Assets 2013: $1,886,901Liabilities 2013: $02013Assets 2014: $2,044,855Liabilities 2014: $02014Assets 2015: $1,967,571Liabilities 2015: $02015Assets 2019: $1,770,873Liabilities 2019: $02019Assets 2020: $1,715,542Liabilities 2020: $0Net Assets 2020: $1,715,5422020Assets 2021: $1,941,850Liabilities 2021: $12021Assets 2022: $1,860,411Liabilities 2022: $0Net Assets 2022: $1,860,4112022Assets 2023: $1,734,484Liabilities 2023: $12023

Latest loaded filing

2023

Assets$1,734,484
Liabilities$1
Net Assets-
Open 2023 Filing

Operations Trend

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

$2.0M$1.0M$0-$1.0MRevenue 2013: $1,937,252Expenses 2013: $50,349Net Income 2013: $1,886,9032013Revenue 2014: $309,651Expenses 2014: $151,697Net Income 2014: $157,9542014Revenue 2015: $41,967Expenses 2015: $119,250Net Income 2015: -$77,2832015Revenue 2019: $60,962Expenses 2019: $129,575Net Income 2019: -$68,6132019Revenue 2020: $66,116Expenses 2020: $121,609Net Income 2020: -$55,4932020Revenue 2021: $359,103Expenses 2021: $132,795Net Income 2021: $226,3082021Revenue 2022: $90,406Expenses 2022: $171,845Net Income 2022: -$81,4392022Revenue 2023: $38,037Expenses 2023: $163,965Net Income 2023: -$125,9282023

Latest loaded filing

2023

Revenue$38,037
Expenses$163,965
Net Income-$125,928
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
May 15, 2024
Return Version
2023v6.0
Filing and Contact Details

Filer

Filer Name
Gerald L Bauer Educational Trust
EIN
80-6256984
Phone
5156692433
Address
4033 WEST 108TH STREET SOUTH, COLFAX, IA 50054

Signing Officer

Name
Philip F Webb
Title
Trustee
Phone
5156692433
Signed
2024-05-15
Discuss with paid preparer
Yes

Preparer

Firm
Brown Winick Graves Gross & Baskerville
Address
666 GRAND AVENUE SUITE 2000, DES MOINES, IA 50309-2510
Preparer
Christine B Long
Phone
5152422400
Raw XML Appendix94 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
IRS990T/BooksInCareOfDetail/PersonNm0PHILIP F WEBB
IRS990T/BooksInCareOfDetail/PhoneNum05156692433
IRS990T/BooksInCareOfDetail/USAddress/AddressLine1Txt04033 WEST 108TH STREET SOUTH
IRS990T/BooksInCareOfDetail/USAddress/CityNm0COLFAX
IRS990T/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IA
IRS990T/BooksInCareOfDetail/USAddress/ZIPCd050054
IRS990T/BookValueAssetsEOYAmt01734484
IRS990T/CharitableContributionsDedAmt00
IRS990T/EstimatedTaxPaymentsAmt06800
IRS990T/ForeignAccountsQuestionInd00
IRS990T/ForeignTrustQuestionInd00
IRS990T/Form990TScheduleAAttachedCnt01
IRS990T/Organization501cTrustInd0X
IRS990T/Organization501IndicatorGrp/Organization501cTypeTxt0c3
IRS990T/Organization501IndicatorGrp/Organization501Ind0X
IRS990T/OtherTaxesAmt00
IRS990T/OverpaymentSection/AppliedToESTaxAmt01500
IRS990T/OverpaymentSection/OverpaymentAmt06328
IRS990T/OverpaymentSection/RefundAmt04828
IRS990T/PaidTaxLiabilityAmt00
IRS990TScheduleA/NetOperatingLossDeductionAmt00
IRS990TScheduleA/OtherDeductionsAmt012659
IRS990TScheduleA/OtherIncomeAmt019221
IRS990TScheduleA/PrincipalBusinessActivityCd0111000
IRS990TScheduleA/SequenceReferenceNum01
IRS990TScheduleA/SequenceTotalNum01
IRS990TScheduleA/TaxesAndLicensesAmt01903
IRS990TScheduleA/TotalAllocableDeductionsAmt00
IRS990TScheduleA/TotalCtrlOrgDeductionAmt00
IRS990TScheduleA/TotalCtrlOrgPymtGrossIncmAmt00
IRS990TScheduleA/TotalDeductionsAmt014562
IRS990TScheduleA/TotalDeductionSetAsidesAmt00
IRS990TScheduleA/TotalDirectAdvertisingCostAmt00
IRS990TScheduleA/TotalDividendsReceivedDedAmt00
IRS990TScheduleA/TotalGrossAdvertisingIncomeAmt00
IRS990TScheduleA/TotalGrossDebtFinancedIncmAmt00
IRS990TScheduleA/TotalInvestmentIncomeAmt00
IRS990TScheduleA/TotalRentDeductionsAmt00
IRS990TScheduleA/TotalRentIncomeAmt00
IRS990TScheduleA/TotalUnrelatedBusinessCompAmt00
IRS990TScheduleA/TotExcessReadershipCostsDedAmt00
IRS990TScheduleA/TotNetUnrltTrdBusIncmAmt019221
IRS990TScheduleA/TotUnrltTrdBusIncmAmt019221
IRS990TScheduleA/TotUnrltTrdBusIncmExpnssAmt00
IRS990TScheduleA/TradeOrBusinessDesc0ROW CROP PRODUCTION
IRS990TScheduleA/UBIBeforeNOLDedAmt04659
IRS990TScheduleA/UnrelatedBusinessTaxblIncmAmt04659
IRS990T/SpecificDeductionAmt01000
IRS990T/SubsidiaryCorporationInd00
IRS990T/TaxableTrustAmt0472
IRS990T/TaxLessCreditsAmt0472
IRS990T/TaxRateScheduleInd0X
IRS990T/TotalDeductionAmt01000
IRS990T/TotalPaymentsAmt06800
IRS990T/TotalTaxAmt0472
IRS990T/TotalTaxComputationAmt0472
IRS990T/TotalUBTIAmt03659
IRS990T/TotalUBTIBeforeNOLSpecificAmt04659
IRS990T/TotalUBTIBeforeSection199AAmt04659
IRS990T/TotalUBTIComputedAmt04659
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0PHILIP F WEBB
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum05156692433
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-05-15
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0GERALD L BAUER EDUCATIONAL TRUST
ReturnHeader/Filer/BusinessNameControlTxt0GERA
ReturnHeader/Filer/EIN0806256984
ReturnHeader/Filer/PhoneNum05156692433
ReturnHeader/Filer/USAddress/AddressLine1Txt04033 WEST 108TH STREET SOUTH
ReturnHeader/Filer/USAddress/CityNm0COLFAX
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd050054
ReturnHeader/IRSResponsiblePrtyInfoCurrInd01
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0420704554
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BROWN WINICK GRAVES GROSS & BASKERVILLE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0666 GRAND AVENUE SUITE 2000
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0DES MOINES
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0503092510
ReturnHeader/PreparerPersonGrp/PhoneNum05152422400
ReturnHeader/PreparerPersonGrp/PreparationDt02024-05-15
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CHRISTINE B LONG
ReturnHeader/ReturnTs02024-05-15T09:51:30-05:00
ReturnHeader/ReturnTypeCd0990T
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0PHILIP
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0WEBB
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2023 • Form 990TFacts available. Structured filing facts are available, but richer extracted sections are limited.

Open filing
Assets
-
Liabilities
-
Net assets
-
Revenue
-
Expenses
-
Net income
-
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$1.73$0.00$0.04$0.16$0.13
2023Facts available. Structured filing facts are available, but richer extracted sections are limited.
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.86$0.00$1.86$0.09$0.17$0.08
2021Summary only. Only limited summary data is available for this year.$1.94$0.00$0.36$0.13$0.23
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.72$0.00$1.72$0.07$0.12$0.06
2019Summary only. Only limited summary data is available for this year.$1.77$0.00$0.06$0.13$0.07
2015Summary only. Only limited summary data is available for this year.$1.97$0.00$0.04$0.12$0.08
2014Summary only. Only limited summary data is available for this year.$2.04$0.00$0.31$0.15$0.16
2013Summary only. Only limited summary data is available for this year.$1.89$0.00$1.94$0.05$1.89