Civic Intelligence

Siegfried Petersen Community Trust

EIN 20-1074254 • 501(c)4 • Tipton, IA

Profile

Religious education, elder care and care of veterans of foreign wars

419 Cedar StreetTipton, IA 52772

n/A

Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

Score unavailable

No value available

Liabilities-to-assets requires both liabilities and assets on the latest valid filing.

Source year 2025

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2025

Net Margin

49th percentile

1.1%

Higher net margin than 49% of similar nonprofits.

501(c)4 • <$500k nonprofits • Source year 2025

Top Officer Pay

89th percentile

$0

Higher top officer pay than 89% of similar nonprofits.

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

501(c)4 • <$500k nonprofits • Source year 2025

Asset Growth

55th percentile

0.1%

Faster asset growth than 55% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2024 to 2025

Revenue Growth

52nd percentile

-0.0%

Faster revenue growth than 52% of similar nonprofits.

501(c)4 • <$500k nonprofits • Annualized from 2024 to 2025

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$480,896

Up $289 (+0.1%) from 2022

Liabilities

Flat

$0

Flat from 2022

Net Assets

-

No earlier filing loaded for comparison.

Operations
Liabilities / RevenueScore unavailableNet Margin49th percentile

Revenue

Up

$42,026

Up $9,610 (+30%) from 2022

Expenses

Up

$41,737

Up $9,385 (+29%) from 2022

Net Income

Up

$289

Up $225 (+352%) from 2022

Trend Graphs

Balance Sheet Trend

Asset Growth55th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$600K$400K$200K$0Assets 2011: $474,927Net Assets 2011: $474,9272011Assets 2012: $480,678Net Assets 2012: $480,6782012Assets 2013: $480,557Net Assets 2013: $480,5572013Assets 2014: $479,889Net Assets 2014: $479,8892014Assets 2015: $479,656Net Assets 2015: $479,6562015Assets 2016: $479,487Liabilities 2016: $02016Assets 2017: $480,310Net Assets 2017: $480,3102017Assets 2018: $480,048Net Assets 2018: $480,0482018Assets 2019: $480,268Net Assets 2019: $480,2682019Assets 2020: $480,421Net Assets 2020: $480,4212020Assets 2021: $480,543Net Assets 2021: $480,5432021Assets 2022: $480,607Liabilities 2022: $02022Assets 2023: $480,896Liabilities 2023: $02023

Highlighted filing

2023

Assets$480,896
Liabilities$0
Net Assets-
Open 2023 Filing

Operations Trend

Revenue Growth52nd percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$60K$40K$20K$0-$20KRevenue 2011: $27,623Expenses 2011: $27,832Net Income 2011: -$2092011Revenue 2012: $33,013Expenses 2012: $27,262Net Income 2012: $5,7512012Revenue 2013: $37,215Expenses 2013: $37,336Net Income 2013: -$1212013Revenue 2014: $39,016Expenses 2014: $39,684Net Income 2014: -$6682014Revenue 2015: $36,012Expenses 2015: $36,245Net Income 2015: -$2332015Revenue 2016: $32,412Expenses 2016: $32,581Net Income 2016: -$1692016Revenue 2017: $32,414Expenses 2017: $31,591Net Income 2017: $8232017Revenue 2018: $32,414Expenses 2018: $32,676Net Income 2018: -$2622018Revenue 2019: $32,415Expenses 2019: $32,196Net Income 2019: $2192019Revenue 2020: $32,415Expenses 2020: $32,262Net Income 2020: $1532020Revenue 2021: $32,415Expenses 2021: $32,294Net Income 2021: $1212021Revenue 2022: $32,416Expenses 2022: $32,352Net Income 2022: $642022Revenue 2023: $42,026Expenses 2023: $41,737Net Income 2023: $2892023

Highlighted filing

2023

Revenue$42,026
Expenses$41,737
Net Income$289
Open 2023 Filing

Filings

Most recent year

2023 • Form 990EZSummary only. Only limited summary data is available for this year.

Open filing
Assets
$480,896
Liabilities
$0
Net assets
-
Revenue
$42,026
Expenses
$41,737
Net income
$289
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$4.81$0.00$0.42$0.42$0.00
2022Summary only. Only limited summary data is available for this year.$4.81$0.00$0.32$0.32$0.00
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.81$4.81$0.32$0.32$0.00
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.80$4.80$0.32$0.32$0.00
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.80$4.80$0.32$0.32$0.00
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.80$4.80$0.32$0.33$0.00
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.80$4.80$0.32$0.32$0.01
2016Summary only. Only limited summary data is available for this year.$4.79$0.00$0.32$0.33$0.00
2015Detailed filing. Detailed filing data is available for this year.$4.80$4.80$0.36$0.36$0.00
2014Detailed filing. Detailed filing data is available for this year.$4.80$4.80$0.39$0.40$0.01
2013Detailed filing. Detailed filing data is available for this year.$4.81$4.81$0.37$0.37$0.00
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.81$4.81$0.33$0.27$0.06
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$4.75$4.75$0.28$0.28$0.00
Latest Detailed Filing

The latest 2023 filing currently has summary financial data only. Showing the latest detailed filing from 2015 below.

Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
Apr 4, 2016
Return Version
2015v2.0
Gross Receipts
$36,012
Mission and Program Overview

Mission

Religious education, elder care and care of veterans of foreign wars.

Religious education, elder care and care of veterans of foreign wars

Program Services

DescriptionGrantsExpenses
Peace United Church of Christ$6,500$6,500
St. Paul's Lutheran Church, Bennett IA$6,500$6,500
Bennett Senior Citizens Inc$6,500$6,500
American Legion Post 104, Bennett IA$6,500$6,500
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ROGER SCHROEDERTrustee-$3,000-$3,000
TAMRA ROBERTSTrusteePT$3,000-$3,000
Filing and Contact Details

Filer

Filer Name
Siegfried Petersen Community Trust
EIN
20-1074254
Phone
5638862175
Address
419 CEDAR STREET, TIPTON, IA 52772

Signing Officer

Name
Tamra Roberts
Title
Trustee
Signed
2016-04-04
Discuss with paid preparer
Yes

Preparer

Firm
Gaul & Associates PC
Address
319 Lemon St, Tipton, IA 52772
Preparer
Karla J Gaul CPA
Phone
5638863650
Supplemental Narrative

Additional Explanations

Other Revenue.1

“INTEREST $12”

Grants and Similar Amounts Paid In Excess of $5,000.1

“Class of Activity: CHARITABLE | Donee's Name: PEACE UNITED CHURCH OF CHRIST | Donee's Address: 414 MAPLE BENNETT IA 52721 | Relationship of Donee: NONE | Cash Amount Given: $6500”

Grants and Similar Amounts Paid In Excess of $5,000.2

“Class of Activity: CHARITABLE | Donee's Name: ST PAUL LUTHERAN CHURCH | Donee's Address: 260 E 4TH ST BENNETT IA 52721 | Relationship of Donee: NONE | Cash Amount Given: $6500”

Grants and Similar Amounts Paid In Excess of $5,000.3

“Class of Activity: CHARITABLE | Donee's Name: BENNETT COMM SENIOR CITIZEN | Donee's Address: 1473 UNION AVE BENNETT IA 52721 | Relationship of Donee: NONE | Cash Amount Given: $6500”

Grants and Similar Amounts Paid In Excess of $5,000.4

“Class of Activity: CHARITABLE | Donee's Name: AMERICAN LEGION POST 104 | Donee's Address: 2027 HWY 130 BENNETT IA 52721 | Relationship of Donee: NONE | Cash Amount Given: $6500”

Raw XML Appendix115 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
IRS990EZ/ActivitiesNotPreviouslyRptInd0false
IRS990EZ/BooksInCareOfDetail/PersonNm0TAMRA ROBERTS
IRS990EZ/BooksInCareOfDetail/PhoneNum05638862175
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt0419 CEDAR ST
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0TIPTON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd052772
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt07889
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt07656
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0-233
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0479889
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0479656
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt026000
IRS990EZ/GrossReceiptsAmt036012
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt036000
IRS990EZ/LandAndBuildingsGrp/BOYAmt0472000
IRS990EZ/LandAndBuildingsGrp/EOYAmt0472000
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0479889
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0479656
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0479889
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0479656
IRS990EZ/OccupancyRentUtltsAndMaintAmt04245
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt03000
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt13000
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ROGER SCHROEDER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1TAMRA ROBERTS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Trustee
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherRevenueTotalAmt012
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Religious education, elder care and care of veterans of foreign wars
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Peace United Church of Christ
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1St. Paul's Lutheran Church, Bennett IA
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Bennett Senior Citizens Inc
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt3American Legion Post 104, Bennett IA
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt06500
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt16500
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt26500
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt36500
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt06500
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt16500
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt26500
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt36500
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt06000
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt036245
IRS990EZ/TotalProgramServiceExpensesAmt026000
IRS990EZ/TotalRevenueAmt036012
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0INTEREST $12
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1Class of Activity: CHARITABLE | Donee's Name: PEACE UNITED CHURCH OF CHRIST | Donee's Address: 414 MAPLE BENNETT IA 52721 | Relationship of Donee: NONE | Cash Amount Given: $6500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2Class of Activity: CHARITABLE | Donee's Name: ST PAUL LUTHERAN CHURCH | Donee's Address: 260 E 4TH ST BENNETT IA 52721 | Relationship of Donee: NONE | Cash Amount Given: $6500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3Class of Activity: CHARITABLE | Donee's Name: BENNETT COMM SENIOR CITIZEN | Donee's Address: 1473 UNION AVE BENNETT IA 52721 | Relationship of Donee: NONE | Cash Amount Given: $6500
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4Class of Activity: CHARITABLE | Donee's Name: AMERICAN LEGION POST 104 | Donee's Address: 2027 HWY 130 BENNETT IA 52721 | Relationship of Donee: NONE | Cash Amount Given: $6500
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Revenue.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Grants and Similar Amounts Paid In Excess of $5,000.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3Grants and Similar Amounts Paid In Excess of $5,000.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4Grants and Similar Amounts Paid In Excess of $5,000.4
ReturnHeader/BuildTS02016-09-27 15:27:22Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TAMRA ROBERTS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02016-04-04
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SIEGFRIED PETERSEN COMMUNITY TRUST
ReturnHeader/Filer/BusinessNameControlTxt0SIEG
ReturnHeader/Filer/EIN0201074254
ReturnHeader/Filer/PhoneNum05638862175
ReturnHeader/Filer/USAddress/AddressLine1Txt0419 CEDAR STREET
ReturnHeader/Filer/USAddress/CityNm0TIPTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd052772
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Gaul & Associates PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0319 Lemon St
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Tipton
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd052772
ReturnHeader/PreparerPersonGrp/PhoneNum05638863650
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0KARLA J GAUL CPA
ReturnHeader/ReturnTs02016-04-05T05:17:48-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02015-01-01
ReturnHeader/TaxPeriodEndDt02015-12-31
ReturnHeader/TaxYr02015

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 501(c)4 • <$500k nonprofits