Siegfried Petersen Community Trust Siegfried Petersen

990EZ • Fiscal year 2013 • EIN 20-1074254

Jan 01, 2013 to Dec 31, 2013 • Filed on May 09, 2014

Organization Profile N/A

PO Box 15152772

(563) 886-2175

Siviq Scores

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

No value available

Liabilities-to-assets requires both liabilities and assets on this filing.

Source year 2013

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2013

-0.3%

Higher net margin than 40% of similar nonprofits.

2013 filings • 501(c)4 • <$500k nonprofits • Source year 2013

$3,000

Higher top officer pay than 87% of similar nonprofits.

Top officer pay equals 8.1% of source-year revenue.

2013 filings • 501(c)4 • <$500k nonprofits • Source year 2013

-0.0%

Faster asset growth than 45% of similar nonprofits.

2013 filings • 501(c)4 • <$500k nonprofits • Annualized from 2012 to 2013

13%

Faster revenue growth than 72% of similar nonprofits.

2013 filings • 501(c)4 • <$500k nonprofits • Annualized from 2012 to 2013

Balance Sheet

Liabilities / AssetsScore unavailable

Assets

Down

$480,557

Down $121 (-0.0%) from 2012

Net Assets

Down

$480,557

Down $121 (-0.0%) from 2012

Liabilities

No earlier filing loaded for comparison.

Revenue And Expenses

Liabilities / RevenueScore unavailable Net Margin40th percentile

Revenue

$37,215

Up $4,202 (+13%) from 2012

Expenses

$37,336

Up $10,074 (+37%) from 2012

Net Income

Down

-$121

Down $5,872 (-102%) from 2012

Historical Trend

Balance Sheet Trend

Asset Growth45th percentile

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

Highlighted filing

2013

Assets$480,557

Liabilities-

Net Assets$480,557

Open 2013 Filing

Operations Trend

Revenue Growth72nd percentile

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

Highlighted filing

2013

Revenue$37,215

Expenses$37,336

Net Income-$121

Open 2013 Filing

Jump To

Filing Snapshot

Filing Period: Jan 1, 2013 to Dec 31, 2013
Signed: May 9, 2014
Return Version: 2013v3.1
Gross Receipts: $37,215

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

Description	Grants	Expenses
Peace United Church of Christ	$7,000	$7,000
St. Paul's Lutheran Church, Bennett IA	$7,000	$7,000
Bennett Senior Citizens Inc	$7,000	$7,000
American Legion Post 104, Bennett IA	$7,000	$7,000

Compensation and Service Providers

Top Officer Pay87th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
STUART WERLING	Trustee	PT	$3,000	-	$3,000
ROGER SCHROEDER	Trustee	-	$3,000	-	$3,000

Filing and Contact Details

Filer

EIN: 20-1074254
Phone: 5638862175

Signing Officer

Name: Stuart Werling
Title: Trustee
Signed: 2014-05-09
Discuss with paid preparer: Yes

Preparer

Preparer: Karla J Gaul CPA
Phone: 5638863650

Supplemental Narrative

Additional Explanations

Other Revenue.1

“INTEREST $15”

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: $7000”

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: $7000”

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: $7000”

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: $7000”

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/ActivitiesNotPreviouslyRptInd	0	false
IRS990EZ/BooksInCareOfDetail/PersonNm	0	TAMRA ROBERTS
IRS990EZ/BooksInCareOfDetail/PhoneNum	0	5638862175
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1	0	319 CEDAR ST
IRS990EZ/BooksInCareOfDetail/USAddress/City	0	TIPTON
IRS990EZ/BooksInCareOfDetail/USAddress/State	0	IA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCode	0	52772
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt	0	8678
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt	0	8557
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd	0	false
IRS990EZ/CostOfGoodsSoldAmt	0	0
IRS990EZ/CostOrOtherBasisExpenseSaleAmt	0	0
IRS990EZ/DonorAdvisedFndsInd	0	false
IRS990EZ/EngagedInExcessBenefitTransInd	0	false
IRS990EZ/ExcessOrDeficitForYearAmt	0	-121
IRS990EZ/ForeignFinancialAccountInd	0	false
IRS990EZ/ForeignOfficeInd	0	false
IRS990EZ/Form1120PolFiledInd	0	false
IRS990EZ/Form720FiledInd	0	false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt	0	480678
IRS990EZ/Form990TotalAssetsGrp/EOYAmt	0	480557
IRS990EZ/FundraisingGrossIncomeAmt	0	0
IRS990EZ/GrantsAndSimilarAmountsPaidAmt	0	28000
IRS990EZ/GrossReceiptsAmt	0	37215
IRS990EZ/GrossReceiptsForPublicUseAmt	0	0
IRS990EZ/InfoInScheduleOPartIInd	0	X
IRS990EZ/InitiationFeesAndCapContriAmt	0	0
IRS990EZ/InvestmentIncomeAmt	0	37200
IRS990EZ/LandAndBuildingsGrp/BOYAmt	0	472000
IRS990EZ/LandAndBuildingsGrp/EOYAmt	0	472000
IRS990EZ/MadeLoansToFromOfficersInd	0	false
IRS990EZ/MethodOfAccountingCashInd	0	X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt	0	480678
IRS990EZ/NetAssetsOrFundBalancesEOYAmt	0	480557
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt	0	480678
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt	0	480557
IRS990EZ/OccupancyRentUtltsAndMaintAmt	0	3336
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	0	5.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt	1	2.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	0	3000
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt	1	3000
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	0	STUART WERLING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm	1	ROGER SCHROEDER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	0	Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt	1	Trustee
IRS990EZ/OperateHospitalInd	0	false
IRS990EZ/Organization501cInd	0	X
IRS990EZ/OrganizationDissolvedEtcInd	0	false
IRS990EZ/OrganizationFiled990TInd	0	false
IRS990EZ/OrganizationHadUBIInd	0	false
IRS990EZ/OtherRevenueTotalAmt	0	15
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt	0	NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt	0	NONE
IRS990EZ/PoliticalCampaignActyInd	0	false
IRS990EZ/PrimaryExemptPurposeTxt	0	Religious education, elder care and care of veterans of foreign wars
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt	0	Peace United Church of Christ
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt	1	St. Paul's Lutheran Church, Bennett IA
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt	2	Bennett Senior Citizens Inc
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt	3	American Legion Post 104, Bennett IA
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt	0	7000
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt	1	7000
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt	2	7000
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt	3	7000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt	0	7000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt	1	7000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt	2	7000
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt	3	7000
IRS990EZ/ProhibitedTaxShelterTransInd	0	false
IRS990EZ/RelatedOrganizationCtrlEntInd	0	false
IRS990EZ/SalariesOtherCompEmplBnftAmt	0	6000
IRS990EZ/ScheduleBNotRequiredInd	0	X
IRS990EZ/SpecialEventsDirectExpensesAmt	0	0
IRS990EZ/SubjectToProxyTaxInd	0	false
IRS990EZ/TanningServicesProvidedInd	0	false
IRS990EZ/TotalExpensesAmt	0	37336
IRS990EZ/TotalProgramServiceExpensesAmt	0	28000
IRS990EZ/TotalRevenueAmt	0	37215
IRS990EZ/TransactionWithControlEntInd	0	false
IRS990EZ/TypeOfOrganizationTrustInd	0	X
IRS990EZ/WebsiteAddressTxt	0	N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	0	INTEREST $15
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	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: $7000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	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: $7000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	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: $7000
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt	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: $7000
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	0	Other Revenue.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	1	Grants and Similar Amounts Paid In Excess of $5,000.1
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	2	Grants and Similar Amounts Paid In Excess of $5,000.2
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	3	Grants and Similar Amounts Paid In Excess of $5,000.3
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc	4	Grants and Similar Amounts Paid In Excess of $5,000.4
ReturnHeader/BuildTS	0	2015-11-30 17:44:51Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd	0	true
ReturnHeader/BusinessOfficerGrp/PersonNm	0	STUART WERLING
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt	0	Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt	0	2014-05-09
ReturnHeader/Filer/BusinessName/BusinessNameLine1	0	SIEGFRIED PETERSEN COMMUNITY TRUST
ReturnHeader/Filer/BusinessNameControlTxt	0	SIEG
ReturnHeader/Filer/EIN	0	201074254
ReturnHeader/Filer/PhoneNum	0	5638862175
ReturnHeader/Filer/USAddress/AddressLine1	0	PO BOX 151
ReturnHeader/Filer/USAddress/City	0	TIPTON
ReturnHeader/Filer/USAddress/State	0	IA
ReturnHeader/Filer/USAddress/ZIPCode	0	52772
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1	0	Gaul & Associates PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1	0	319 Lemon St
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City	0	Tipton
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State	0	IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode	0	52772
ReturnHeader/PreparerPersonGrp/PhoneNum	0	5638863650
ReturnHeader/PreparerPersonGrp/PreparerPersonNm	0	KARLA J GAUL CPA
ReturnHeader/ReturnTs	0	2014-05-12T13:02:52-07:00
ReturnHeader/ReturnTypeCd	0	990EZ
ReturnHeader/TaxPeriodBeginDt	0	2013-01-01
ReturnHeader/TaxPeriodEndDt	0	2013-12-31
ReturnHeader/TaxYr	0	2013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $480,557
Liabilities: -
Net assets: $480,557
Revenue: $37,215
Expenses: $37,336
Net income: -$121

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net 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