Civic Intelligence

Mary Ward & Ruth Buehler Education Tr

990PF • Fiscal year 2017 • EIN 82-6293131

Jan 01, 2017 to Dec 31, 2017 • Filed on May 11, 2018

PO Box 928Burlington, IA 52601

(319) 754-2250

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Liabilities / Revenue

59th percentile

0.00x

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

2017 filings • <$500k nonprofits • Source year 2017

Net Margin

99th percentile

99%

Higher net margin than 99% of similar nonprofits.

2017 filings • <$500k nonprofits • Source year 2017

Top Officer Pay

79th percentile

$2,642

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 0.6% of source-year revenue.

2017 filings • <$500k nonprofits • Source year 2017

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2017

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2017

Assets

$460,972

No earlier filing loaded for comparison.

Net Assets

$460,972

No earlier filing loaded for comparison.

Liabilities

$0

No earlier filing loaded for comparison.

Revenue

$465,020

No earlier filing loaded for comparison.

Expenses

$4,048

No earlier filing loaded for comparison.

Net Income

$460,972

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.

$600K$400K$200K$0Assets 2017: $460,972Liabilities 2017: $0Net Assets 2017: $460,9722017Assets 2018: $437,920Liabilities 2018: $0Net Assets 2018: $437,9202018Assets 2019: $439,309Liabilities 2019: $1Net Assets 2019: $439,3092019Assets 2020: $419,264Liabilities 2020: $1Net Assets 2020: $419,2642020Assets 2021: $417,245Liabilities 2021: $1Net Assets 2021: $417,2452021Assets 2022: $408,590Liabilities 2022: $1Net Assets 2022: $408,5902022Assets 2023: $393,880Liabilities 2023: $1Net Assets 2023: $393,8802023Assets 2024: $425,923Liabilities 2024: $0Net Assets 2024: $425,9232024

Highlighted filing

2017

Assets$460,972
Liabilities$0
Net Assets$460,972

Operations Trend

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

$600K$400K$200K$0-$200KRevenue 2017: $465,020Expenses 2017: $4,048Net Income 2017: $460,9722017Revenue 2018: $12,487Expenses 2018: $35,539Net Income 2018: -$23,0522018Revenue 2019: $15,182Expenses 2019: $13,793Net Income 2019: $1,3892019Revenue 2020: $6,544Expenses 2020: $26,589Net Income 2020: -$20,0452020Revenue 2021: $24,838Expenses 2021: $26,857Net Income 2021: -$2,0192021Revenue 2022: $21,345Expenses 2022: $30,000Net Income 2022: -$8,6552022Revenue 2023: $12,885Expenses 2023: $27,595Net Income 2023: -$14,7102023Revenue 2024: $58,691Expenses 2024: $26,648Net Income 2024: $32,0432024

Highlighted filing

2017

Revenue$465,020
Expenses$4,048
Net Income$460,972
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
May 11, 2018
Return Version
2017v2.3
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
FARMERS MERCHANTS BANK TRUSTTrustee-$2,642-$2,642
Filing and Contact Details

Filer

Filer Name
Mary Ward & Ruth Buehler Education
EIN
82-6293131
Phone
3197542250
Address
PO BOX 928, BURLINGTON, IA 52601

Signing Officer

Name
Farmers Merchants Bank Trust
Title
Trustee
Phone
3197542250
Signed
2018-05-11
Discuss with paid preparer
Yes

Preparer

Firm
Menke & Company
Address
320 N 3RD ST STE 300, BURLINGTON, IA 52601-5313
Preparer
Jay W Henrich
Phone
3197532000
Raw XML Appendix223 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/DistributableAmountGrp/DistributableAsAdjustedAmt014708
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IRS990PF/FMVAssetsEOYAmt0469234
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0147128
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0143881
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0279439
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IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0460972
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IRS990PF/InitialReturnInd0X
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IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt04561
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt014974
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0299482
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
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IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0FARMERS MERCHANTS BANK TRUST
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
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IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt01983
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OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1OTHER
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt0850
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OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0425
TaxesSchedule/TaxesDetail/Amt039
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt039
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
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ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MARY WARD & RUTH BUEHLER EDUCATION
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0TRUST
ReturnHeader/Filer/BusinessNameControlTxt0MARY
ReturnHeader/Filer/EIN0826293131
ReturnHeader/Filer/PhoneNum03197542250
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ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0192.119.236.34
ReturnHeader/FilingSecurityInformation/IPDt02018-05-14
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm014:15:40
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0421363298
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MENKE & COMPANY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0320 N 3RD ST STE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BURLINGTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0526015313
ReturnHeader/PreparerPersonGrp/PhoneNum03197532000
ReturnHeader/PreparerPersonGrp/PreparationDt02018-05-14
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAY W HENRICH
ReturnHeader/ReturnTs02018-05-14T14:15:40-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

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