Civic Intelligence

Siegfried Petersen Community Trust Siegfried Petersen

990EZ • Fiscal year 2017 • EIN 20-1074254

Jan 01, 2017 to Dec 31, 2017 • Filed on Jun 14, 2018

Organization ProfileN/A
419 Cedar StreetTipton, IA 52772

(563) 886-2175

Siviq Scores

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

Liabilities / Assets

Score unavailable

No value available

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

Source year 2017

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2017

Net Margin

49th percentile

2.5%

Higher net margin than 49% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Top Officer Pay

89th percentile

$3,000

Higher top officer pay than 89% of similar nonprofits.

Top officer pay equals 9.3% of source-year revenue.

2017 filings • 501(c)4 • <$500k nonprofits • Source year 2017

Asset Growth

47th percentile

0.2%

Faster asset growth than 47% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

51st percentile

0.0%

Faster revenue growth than 51% of similar nonprofits.

2017 filings • 501(c)4 • <$500k nonprofits • Annualized from 2016 to 2017

Balance Sheet
Liabilities / AssetsScore unavailable

Assets

Up

$480,310

Up $823 (+0.2%) from 2016

Net Assets

$480,310

No earlier filing loaded for comparison.

Liabilities

-

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin49th percentile

Revenue

Up

$32,414

Up $2 (+0.0%) from 2016

Expenses

Down

$31,591

Down $990 (-3.0%) from 2016

Net Income

Up

$823

Up $992 (+587%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth47th percentile

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

$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

2017

Assets$480,310
Liabilities-
Net Assets$480,310
Open 2017 Filing

Operations Trend

Revenue Growth51st percentile

Revenue, expenses, and net income across loaded years, with this 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

2017

Revenue$32,414
Expenses$31,591
Net Income$823
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2017 to Dec 31, 2017
Signed
Jun 14, 2018
Return Version
2017v2.2
Gross Receipts
$32,414
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
Religious education$15,796$8,600
Elder care$7,898$4,300
Programming for veterans of foreign wars$7,897$4,300
Compensation and Service Providers
Top Officer Pay89th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
ESTATE OF ROGER SCHROEDERFormer Trustee-$3,000-$3,000
TAMRA ROBERTSTrusteePT$3,000-$3,000
KENNETH BEUTHIENTrusteePT$0--
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
2018-06-14
Discuss with paid preparer
Yes

Preparer

Firm
Bmf Tax & Accounting LLC
Address
3720 Queen Ct SW Suite 10, Cedar Rapids, IA 52404
Preparer
Diane Moon
Phone
5638863650
Supplemental Narrative

Additional Explanations

Other Revenue.1

“INTEREST $14”

Raw XML Appendix109 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/BOYAmt07487
IRS990EZ/CashSavingsAndInvestmentsGrp/EOYAmt08310
IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
IRS990EZ/CostOfGoodsSoldAmt00
IRS990EZ/CostOrOtherBasisExpenseSaleAmt00
IRS990EZ/DonorAdvisedFndsInd0false
IRS990EZ/EngagedInExcessBenefitTransInd0false
IRS990EZ/ExcessOrDeficitForYearAmt0823
IRS990EZ/ForeignFinancialAccountInd0false
IRS990EZ/ForeignOfficeInd0false
IRS990EZ/Form1120PolFiledInd0false
IRS990EZ/Form720FiledInd0false
IRS990EZ/Form990TotalAssetsGrp/BOYAmt0479487
IRS990EZ/Form990TotalAssetsGrp/EOYAmt0480310
IRS990EZ/FundraisingGrossIncomeAmt00
IRS990EZ/GrantsAndSimilarAmountsPaidAmt017200
IRS990EZ/GrossReceiptsAmt032414
IRS990EZ/GrossReceiptsForPublicUseAmt00
IRS990EZ/InfoInScheduleOPartIInd0X
IRS990EZ/InitiationFeesAndCapContriAmt00
IRS990EZ/InvestmentIncomeAmt032400
IRS990EZ/LandAndBuildingsGrp/BOYAmt0472000
IRS990EZ/LandAndBuildingsGrp/EOYAmt0472000
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt0479487
IRS990EZ/NetAssetsOrFundBalancesEOYAmt0480310
IRS990EZ/NetAssetsOrFundBalancesGrp/BOYAmt0479487
IRS990EZ/NetAssetsOrFundBalancesGrp/EOYAmt0480310
IRS990EZ/OccupancyRentUtltsAndMaintAmt08391
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt15.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/AverageHrsPerWkDevotedToPosRt25.00
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt03000
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt10
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt23000
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0ESTATE OF ROGER SCHROEDER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1KENNETH BEUTHIEN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2TAMRA ROBERTS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0FORMER TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1Trustee
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2Trustee
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501cInd0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationFiled990TInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherRevenueTotalAmt014
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0Religious education, elder care and care of veterans of foreign wars
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0Religious education
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1Elder care
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2Programming for veterans of foreign wars
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt015796
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt17898
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt27897
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt08600
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt14300
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt24300
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/SalariesOtherCompEmplBnftAmt06000
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SpecialEventsDirectExpensesAmt00
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt031591
IRS990EZ/TotalProgramServiceExpensesAmt031591
IRS990EZ/TotalRevenueAmt032414
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0INTEREST $14
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Other Revenue.1
ReturnHeader/BuildTS02018-06-14 16:35:46Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0TAMRA ROBERTS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02018-06-14
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/PreparerFirmEIN0814031911
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BMF TAX & ACCOUNTING LLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt03720 Queen Ct SW Suite 10
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Cedar Rapids
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd052404
ReturnHeader/PreparerPersonGrp/PhoneNum05638863650
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DIANE MOON
ReturnHeader/ReturnTs02018-06-14T08:50:51-07:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02017-01-01
ReturnHeader/TaxPeriodEndDt02017-12-31
ReturnHeader/TaxYr02017

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990EZDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$480,310
Liabilities
-
Net assets
$480,310
Revenue
$32,414
Expenses
$31,591
Net income
$823
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
2017Detailed filing. Detailed filing data is available for this year.$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