Civic Intelligence

Mark and Barbara Hanawalt Charitable Trust

990PF • Fiscal year 2020 • EIN 82-6385133

Jan 01, 2020 to Dec 31, 2020 • Filed on Mar 25, 2021

Organization Profile
161 Augusta LaneWaverly, IA 50677

(319) 352-3593

Siviq Scores

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

Liabilities / Assets

57th percentile

0.00x

Higher debt load relative to assets than 57% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Liabilities / Revenue

57th percentile

0.00x

Higher debt load relative to revenue than 57% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Net Margin

95th percentile

83%

Higher net margin than 95% of similar nonprofits.

2020 filings • <$500k nonprofits • Source year 2020

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2020 filings • <$500k nonprofits • Source year 2020

Asset Growth

76th percentile

28%

Faster asset growth than 76% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

50th percentile

-13%

Faster revenue growth than 50% of similar nonprofits.

2020 filings • <$500k nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets57th percentile

Assets

Up

$399,370

Up $86,927 (+28%) from 2019

Net Assets

Up

$399,370

Up $86,927 (+28%) from 2019

Liabilities

Down

$0

Down $1 (-100%) from 2019

Revenue And Expenses
Liabilities / Revenue57th percentileNet Margin95th percentile

Revenue

Down

$104,236

Down $15,770 (-13%) from 2019

Expenses

Up

$17,309

Up $5,150 (+42%) from 2019

Net Income

Down

$86,927

Down $20,920 (-19%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth76th percentile

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 2019: $312,443Liabilities 2019: $1Net Assets 2019: $312,4432019Assets 2020: $399,370Liabilities 2020: $0Net 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

2020

Assets$399,370
Liabilities$0
Net Assets$399,370
Open 2020 Filing

Operations Trend

Revenue Growth50th percentile

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 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

2020

Revenue$104,236
Expenses$17,309
Net Income$86,927
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Mar 25, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay77th percentile

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
2021-03-25
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 Appendix280 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/DistributableAsAdjustedAmt015989
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IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0323459
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt04885
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0MARK HANAWALT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1BARBARA HANAWALT
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IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0421
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt012693
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt015989
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt013114
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt015568
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt012693
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/TotalContributionsAmt0100621
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt03988
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt03988
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/Amt0161
TaxesSchedule/TaxesDetail/CategoryTxt02019 FORM 990-PF DUE
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MARK HANAWALT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-03-25
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/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/PreparationDt02021-03-22
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DAVID J ROGERS
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02021-03-25T22:20:27-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0MARK
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0HANAWALT
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$399,370
Liabilities
$0
Net assets
$399,370
Revenue
$104,236
Expenses
$17,309
Net income
$86,927
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