Civic Intelligence

Mark and Barbara Hanawalt Charitable Trust

990PF • Fiscal year 2018 • EIN 82-6385133

Jan 01, 2018 to Dec 31, 2018 • Filed on Apr 25, 2019

Organization Profile
161 Augusta LaneWaverly, IA 50677

(319) 352-3593

Siviq Scores

Scores are not available for this record yet.

Balance Sheet

Assets

Flat

$204,596

Flat from 2018

Net Assets

Flat

$204,596

Flat from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses

Revenue

Flat

$107,731

Flat from 2018

Expenses

Flat

$4,574

Flat from 2018

Net Income

Flat

$103,157

Flat from 2018

Historical Trend

Balance Sheet Trend

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

$600K$400K$200K$0Assets 2018: $204,596Liabilities 2018: $0Net Assets 2018: $204,5962018Assets 2018: $204,596Liabilities 2018: $0Net Assets 2018: $204,5962018Assets 2019: $312,443Liabilities 2019: $1Net Assets 2019: $312,4432019Assets 2020: $399,370Liabilities 2020: $1Net Assets 2020: $399,3702020Assets 2021: $521,646Liabilities 2021: $1Net Assets 2021: $521,6462021Assets 2022: $455,668Liabilities 2022: $1Net Assets 2022: $455,6682022Assets 2023: $549,648Liabilities 2023: $1Net Assets 2023: $549,6482023Assets 2024: $543,172Liabilities 2024: $0Net Assets 2024: $543,1722024

Highlighted filing

2018

Assets$204,596
Liabilities$0
Net Assets$204,596
Open 2018 Filing

Operations Trend

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

$200K$100K$0-$100KRevenue 2018: $107,731Expenses 2018: $4,574Net Income 2018: $103,1572018Revenue 2018: $107,731Expenses 2018: $4,574Net Income 2018: $103,1572018Revenue 2019: $120,006Expenses 2019: $12,159Net Income 2019: $107,8472019Revenue 2020: $104,236Expenses 2020: $17,309Net Income 2020: $86,9272020Revenue 2021: $145,422Expenses 2021: $23,146Net Income 2021: $122,2762021Revenue 2022: -$33,790Expenses 2022: $32,065Net Income 2022: -$65,8552022Revenue 2023: $123,647Expenses 2023: $29,731Net Income 2023: $93,9162023Revenue 2024: $21,275Expenses 2024: $27,357Net Income 2024: -$6,0822024

Highlighted filing

2018

Revenue$107,731
Expenses$4,574
Net Income$103,157
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Apr 25, 2019
Return Version
2018v3.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
MARK HANAWALTTrustee-$0--
BARBARA HANAWALTTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Mark and Barbara Hanawalt
EIN
82-6385133
Phone
3193523593
Address
161 AUGUSTA LANE, WAVERLY, IA 50677

Signing Officer

Name
Mark Hanawalt
Title
Trustee
Signed
2019-04-25
Discuss with paid preparer
Yes

Preparer

Firm
Carney Alexander Marold & Co Llp
Address
PO BOX 1290, WATERLOO, IA 50704-1290
Preparer
David J Rogers
Phone
3192333318
Raw XML Appendix295 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/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0414
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt01880
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt08676
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt02294
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt08262
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt01880
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0MARK BARBARA HANAWALT
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine1Txt0161 AUGUSTA LANE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/CityNm0WAVERLY
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/StateAbbreviationCd0IA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCd050677
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0100460
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt02205
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt02205
SubstantialContributorsSch/SubstantialContributorDetail/PersonNm0MARK BARBARA HANAWALT
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/AddressLine1Txt0161 AUGUSTA LANE
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/CityNm0WAVERLY
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/StateAbbreviationCd0IA
SubstantialContributorsSch/SubstantialContributorDetail/USAddress/ZIPCd050677
TaxesSchedule/TaxesDetail/Amt029
TaxesSchedule/TaxesDetail/CategoryTxt02017 FORM 990-PF
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARK HANAWALT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-04-25
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MARK AND BARBARA HANAWALT
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CHARITABLE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0MARK
ReturnHeader/Filer/EIN0826385133
ReturnHeader/Filer/PhoneNum03193523593
ReturnHeader/Filer/USAddress/AddressLine1Txt0161 AUGUSTA LANE
ReturnHeader/Filer/USAddress/CityNm0WAVERLY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd050677
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId00A0C7455A4993FCD528F27BA5A36BE0CB68FE32E
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0A27775691FA93F3E84DF29C9BF951E2540735A3A
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0108.178.239.186
ReturnHeader/FilingSecurityInformation/IPDt02019-05-01
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm010:10:49
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0420728423
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CARNEY ALEXANDER MAROLD & CO LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 1290
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0WATERLOO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0507041290
ReturnHeader/PreparerPersonGrp/PhoneNum03192333318
ReturnHeader/PreparerPersonGrp/PreparationDt02019-04-25
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID J ROGERS
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02019-05-01T10:10:49-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02018-01-01
ReturnHeader/TaxPeriodEndDt02018-12-31
ReturnHeader/TaxYr02018

Document Assets

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Filings

Displayed year

2018 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$204,596
Liabilities
$0
Net assets
$204,596
Revenue
$107,731
Expenses
$4,574
Net income
$103,157
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$5.43$0.00$5.43$0.21$0.27$0.06
2023Detailed filing. Detailed filing data is available for this year.$5.50$0.00$5.50$1.24$0.30$0.94
2022Detailed filing. Detailed filing data is available for this year.$4.56$0.00$4.56$0.34$0.32$0.66
2021Detailed filing. Detailed filing data is available for this year.$5.22$0.00$5.22$1.45$0.23$1.22
2020Detailed filing. Detailed filing data is available for this year.$3.99$0.00$3.99$1.04$0.17$0.87
2019Detailed filing. Detailed filing data is available for this year.$3.12$0.00$3.12$1.20$0.12$1.08
2018Detailed filing. Detailed filing data is available for this year.$2.05$0.00$2.05$1.08$0.05$1.03
2018Detailed filing. Detailed filing data is available for this year.$2.05$0.00$2.05$1.08$0.05$1.03