|
Recorded Wealth Transfer
Table A. Annual average recorded wealth transfer, Iowa, 1998-2002 |
| |
Story County, Iowa |
| County |
County
rank |
State |
Annual average number of recorded probated estates, 1998-2002
(adjusted for missing probate data) |
323 |
11 |
17,976 |
| Annual average recorded wealth transfer (millions nominal $), 1998-2002 |
$116.2 |
7 |
$4,933 |
| Annual average transfer/recorded probated estate (nominal $), 1998-2002 |
$359,934 |
6 |
$274,425 |
Source: Community Vitality Center and Iowa Court Information Systems |
|
Projected Wealth Transfer
Table B. Projected wealth transfer by decade (millions nominal $ inflated at 2% annually),
Iowa, 2000-2049 |
| |
Story County, Iowa |
| County |
State |
millions
nominal $
inflated
at 2% per year |
percent
of
50 year transfer |
millions
nominal $
inflated
at 2% per year |
percent
of
50 year transfer |
| Projected wealth transfer, 50 years, 2000-2049 |
$16,722.5 |
100.0% |
$531,712.1 |
100.0% |
| Projected wealth transfer, 1st 10 years, 2000-2009 |
$1,576.7 |
9.4% |
$57,462.0 |
10.8% |
| Projected wealth transfer, 2nd 10 years, 2010-2019 |
$2,117.6 |
12.7% |
$74,427.5 |
14.0% |
| Projected wealth transfer, 3rd 10 years, 2020-2029 |
$2,994.7 |
17.9% |
$98,257.5 |
18.5% |
| Projected wealth transfer, 4th 10 years, 2030-2039 |
$4,328.4 |
25.9% |
$133,602.1 |
25.1% |
| Projected wealth transfer, 5th 10 years, 2040-2049 |
$5,705.0 |
34.1% |
$167,963.0 |
31.6% |
Source: Community Vitality Center |
|
Charitable Giving
Table C. Average income and charitable contributions, federal income tax returns,
Iowa, 1997* |
| All income levels |
Story County, Iowa |
| County |
County
rank |
State |
US |
| Total number federal tax returns filed |
33,022 |
9 |
1,317,635 |
121,697,497 |
| Number federal income tax returns with itemized contributions |
9,573 |
8 |
309,358 |
32,632,950 |
| Average adjusted gross income, returns with itemized contributions |
$80,254 |
8 |
$76,516 |
$89,230 |
| Average itemized contribution |
$2,783 |
14 |
$2,579 |
$2,977 |
| Average contributions as a percent of average adjusted gross income |
3.5% |
43 |
3.4% |
3.3% |
| |
| Adjusted gross income under $50,000 |
Story County, Iowa |
| County |
County
rank |
State |
US |
| Total number federal tax returns filed |
24,378 |
9 |
1,033,095 |
92,776,089 |
| Number federal income tax returns with itemized contributions |
3,042 |
9 |
118,061 |
12,085,101 |
| Average adjusted gross income, returns with itemized contributions |
$33,227 |
10 |
$32,220 |
$32,553 |
| Average itemized contribution |
$1,428 |
58 |
$1,416 |
$1,514 |
| Average contributions as a percent of average adjusted gross income |
4.3% |
70 |
4.4% |
4.7% |
| |
| Adjusted gross income over $50,000 |
Story County, Iowa |
| County |
County
rank |
State |
US |
| Total number federal tax returns filed |
8,644 |
8 |
284,540 |
28,921,408 |
| Number federal income tax returns with itemized contributions |
6,531 |
8 |
191,297 |
20,547,849 |
| Average adjusted gross income, returns with itemized contributions |
$102,158 |
26 |
$103,854 |
$122,564 |
| Average itemized contribution |
$3,415 |
23 |
$3,296 |
$3,837 |
| Average contributions as a percent of average adjusted gross income |
3.3% |
26 |
3.2% |
3.2% |
Source: Community Vitality Center, Urban Institute National Center for Charitable Statistics and U.S. Internal Revenue Service |
|
Income
Table D. Total per capita income and per capita income from dividends, interest
and rent, Iowa, 1990-2000 |
| |
Story County, Iowa |
| County |
County
rank |
State |
US |
| Per capita income (nominal $), 2000 |
$26,448 |
16 |
$26,540 |
$29,760 |
| Per capita income (nominal $), 1990 |
$16,697 |
27 |
$17,372 |
$19,572 |
| Dollar change in per capita income, 1990-2000 |
$9,751 |
15 |
$9,168 |
$10,188 |
| Percent change in per capita income, 1990-2000 |
58.4% |
19 |
52.8% |
58.6% |
| |
| Per capita income from dividends, interest, rent (nominal $), 2000 |
$5,381 |
47 |
$5,483 |
$5,663 |
| Percent of per capita income income from dividends, interest and rent, 2000 |
20.3% |
78 |
20.6% |
19.0% |
Source: Community Vitality Center and Bureau of Economic Analysis, U.S. Department of Commerce |
|
Total Population
Table E. Population, Iowa, 1990-2000 |
| |
Story County, Iowa |
| County |
County
rank |
State |
US |
| Population, 2000 |
79,981 |
9 |
2,926,324 |
281,421,906 |
| Population, 1990 |
74,252 |
9 |
2,776,831 |
248,709,873 |
| Population change, 1990-2000 |
5,729 |
6 |
149,493 |
32,712,033 |
| Percent population change , 1990-2000 |
7.7% |
11 |
5.4% |
13.2% |
Source: Community Vitality Center and U.S. Census Bureau, U.S. Department of Commerce |
|
Deaths
Table F. Deaths and death rates, Iowa, 1990-2002 |
| |
Story County, Iowa |
| County |
County
rank |
State |
US |
| Average annual deaths, 2000-2002 |
461 |
13 |
27,836 |
2,422,430 |
| Average annual deaths, 1995-1999 |
439 |
15 |
28,018 |
2,333,800 |
| Average annual deaths, 1990-1994 |
418 |
16 |
27,261 |
2,208,400 |
| |
| Average annual death rate/1000 population, 2000-2002 |
5.7 |
98 |
9.5 |
8.6 |
| Average annual death rate/1000 population, 1995-1999 |
5.6 |
98 |
9.7 |
8.7 |
| Average annual death rate/1000 population, 1990-1994 |
5.6 |
98 |
9.7 |
8.7 |
Source: Community Vitality Center and Iowa Department of Public Health |
|
Age
Table G. Median age and age 65 or older,
Iowa, 2000 |
| |
Story County, Iowa |
| County |
County
rank |
State |
US |
| Median age (years) |
26.5 |
99 |
36.6 |
35.3 |
| Number 65 or older |
7,870 |
11 |
436,213 |
34,991,753 |
| Percent 65 or older |
9.8% |
98 |
14.9% |
12.4% |
Source: Community Vitality Center and U.S. Census Bureau, U.S. Department of Commerce |
| |
Percent of population by age group, Iowa, 2000 |
 Source: Community Vitality Center and U.S. Census Bureau, U.S. Department of Commerce |
|
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