Civic Intelligence

Charles J Dannatt Trust Mohr

EIN 20-1707119 • 501(c)3 • Clinton, IA

Profile

The trust provides funds to support the first baptist church of clinton and to individuals in need of assistance for such items as food, rent, medical care and tuition.

2020 N 3rd StClinton, IA 52732

n/A

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2023

Liabilities / Revenue

61st percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

501(c)3 • <$500k nonprofits • Source year 2023

Net Margin

38th percentile

-3.5%

Higher net margin than 38% of similar nonprofits.

501(c)3 • <$500k nonprofits • Source year 2023

Top Officer Pay

84th percentile

$0

Higher top officer pay than 84% of similar nonprofits.

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

501(c)3 • <$500k nonprofits • Source year 2019

Asset Growth

47th percentile

-3.2%

Faster asset growth than 47% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Revenue Growth

52nd percentile

0.0%

Faster revenue growth than 52% of similar nonprofits.

501(c)3 • <$500k nonprofits • Annualized from 2022 to 2023

Assets

Up

$67,150

Up $580 (+0.9%) from 2023

Liabilities

-

No earlier filing loaded for comparison.

Net Assets

Up

$67,150

Up $580 (+0.9%) from 2023

Revenue

Flat

$63,450

Flat from 2023

Expenses

Down

$62,870

Down $2,814 (-4.3%) from 2023

Net Income

Up

$580

Up $2,814 (+126%) from 2023

Trend Graphs

Balance Sheet Trend

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

$80K$60K$40K$20K$0Assets 2011: $60,776Liabilities 2011: $02011Assets 2012: $60,976Liabilities 2012: $02012Assets 2013: $62,798Net Assets 2013: $62,7982013Assets 2014: $65,357Net Assets 2014: $65,3572014Assets 2015: $66,259Net Assets 2015: $66,2592015Assets 2016: $61,196Net Assets 2016: $61,1962016Assets 2017: $73,253Net Assets 2017: $73,2532017Assets 2018: $67,925Net Assets 2018: $67,9252018Assets 2019: $66,987Net Assets 2019: $66,9872019Assets 2020: $69,050Net Assets 2020: $69,0502020Assets 2021: $72,608Net Assets 2021: $72,6082021Assets 2022: $68,804Net Assets 2022: $68,8042022Assets 2023: $66,570Net Assets 2023: $66,5702023Assets 2024: $67,150Net Assets 2024: $67,1502024

Highlighted filing

2024

Assets$67,150
Liabilities-
Net Assets$67,150

Operations Trend

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

$80K$60K$40K$20K$0-$20KRevenue 2011: $43,000Expenses 2011: $47,114Net Income 2011: -$4,1142011Revenue 2012: $43,000Expenses 2012: $42,800Net Income 2012: $2002012Revenue 2013: $54,000Expenses 2013: $52,178Net Income 2013: $1,8222013Revenue 2014: $63,450Expenses 2014: $60,891Net Income 2014: $2,5592014Revenue 2015: $63,450Expenses 2015: $62,548Net Income 2015: $9022015Revenue 2016: $63,450Expenses 2016: $68,513Net Income 2016: -$5,0632016Revenue 2017: $63,450Expenses 2017: $51,393Net Income 2017: $12,0572017Revenue 2018: $63,450Expenses 2018: $68,778Net Income 2018: -$5,3282018Revenue 2019: $63,450Expenses 2019: $64,388Net Income 2019: -$9382019Revenue 2020: $63,450Expenses 2020: $61,387Net Income 2020: $2,0632020Revenue 2021: $63,950Expenses 2021: $60,729Net Income 2021: $3,2212021Revenue 2022: $63,450Expenses 2022: $67,254Net Income 2022: -$3,8042022Revenue 2023: $63,450Expenses 2023: $65,684Net Income 2023: -$2,2342023Revenue 2024: $63,450Expenses 2024: $62,870Net Income 2024: $5802024

Highlighted filing

2024

Revenue$63,450
Expenses$62,870
Net Income$580

Filings

Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Mar 29, 2025
Return Version
2024v5.0
Gross Receipts
$63,450
Mission and Program Overview

Mission

The trust provides funds to support the first baptist church of clinton and to individuals in need of assistance for such items as food, rent, medical care and tuition.

Program Services

DescriptionGrantsExpenses
THE TRUST PROVIDED FUNDS FOR FOOD, RENT, UTILITIES AND MEDICAL CARE TO OVER 60 INDIGENT FAMILIES.$25,475$25,475
THE TRUST PROVIDED FUNDS TO THE FIRST BAPTIST CHURCH OF CLINTON TO SUPPORT THE CHURCH AND ITS CHARITABLE ACTIVITIES.$16,071$16,071
THE TRUST ALSO PROVIDED FUNDS TO CHARITABLE ORGANIZATIONS TO ASSIST THE ORGANIZATIONS IN CARRYING OUT THEIR PROGRAMS TO ASSIST INDIVIDUALS IN NEED.$6,600$6,600
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
DAVID MOHRTrustee-$0--
LYNETTE LOTTTrustee-$0--
DONNA GODDARDTrustee-$0--
JIM MCLUCKIETrustee-$0--
ROBBIE DAVISTrustee-$0--
TROY BOUSMANTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Charles J Dannatt Trust
EIN
20-1707119
Phone
5632424773
Address
2020 N 3RD ST, CLINTON, IA 52732

Signing Officer

Name
David Mohr
Title
Trustee
Signed
2025-03-29

Preparer

Firm
Winkel Parker & Foster CPA Pc
Address
1301 19TH AVE NW, CLINTON, IA 52732-2434
Preparer
Dale W Dalton CPA
Phone
5632423440
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10

Class of activity: pymt of food, rent, name: indigent families address: 2020 north third street clinton, ia 52732 cash contribution: 25,475 class of activity: operating fund name: first baptist church of clinton address: 2020 north third street clinton, ia 52732 cash contribution: 16,071

Form 990-ez, Part I, Line 16

Farm rental accounting fees 525 property taxes 13,636 telephone 563 total 14,724

Form 990-ez, Part III

The trust provides funds to support the first baptist church of clinton and to individuals in need of assistance for such items as food, rent, medical care and tuition.

Raw XML Appendix150 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
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IRS990EZ/BooksInCareOfDetail/PhoneNum05632433621
IRS990EZ/BooksInCareOfDetail/USAddress/AddressLine1Txt02020 NORTH THIRD STREET
IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0CLINTON
IRS990EZ/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IA
IRS990EZ/BooksInCareOfDetail/USAddress/ZIPCd052732
IRS990EZ/CashSavingsAndInvestmentsGrp/BOYAmt012570
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IRS990EZ/ChgMadeToOrgnzngDocNotRptInd0false
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IRS990EZ/ExcessOrDeficitForYearAmt0580
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IRS990EZ/LobbyingActivitiesInd0false
IRS990EZ/MadeLoansToFromOfficersInd0false
IRS990EZ/MethodOfAccountingCashInd0X
IRS990EZ/NetAssetsOrFundBalancesBOYAmt066570
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt30
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt40
IRS990EZ/OfficerDirectorTrusteeEmplGrp/CompensationAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0DAVID MOHR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1LYNETTE LOTT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2DONNA GODDARD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3JIM MCLUCKIE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4ROBBIE DAVIS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5TROY BOUSMAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4TRUSTEE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5TRUSTEE
IRS990EZ/OperateHospitalInd0false
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd0false
IRS990EZ/OrganizationHadUBIInd0false
IRS990EZ/OtherExpensesTotalAmt014724
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd0false
IRS990EZ/PrimaryExemptPurposeTxt0THE TRUST PROVIDES FUNDS TO SUPPORT THE FIRST BAPTIST CHURCH OF CLINTON AND TO INDIVIDUALS IN NEED OF ASSISTANCE FOR SUCH ITEMS AS FOOD, RENT, MEDICAL CARE AND TUITION.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0THE TRUST PROVIDED FUNDS FOR FOOD, RENT, UTILITIES AND MEDICAL CARE TO OVER 60 INDIGENT FAMILIES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt1THE TRUST PROVIDED FUNDS TO THE FIRST BAPTIST CHURCH OF CLINTON TO SUPPORT THE CHURCH AND ITS CHARITABLE ACTIVITIES.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt2THE TRUST ALSO PROVIDED FUNDS TO CHARITABLE ORGANIZATIONS TO ASSIST THE ORGANIZATIONS IN CARRYING OUT THEIR PROGRAMS TO ASSIST INDIVIDUALS IN NEED.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt025475
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt116071
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt26600
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt025475
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt116071
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt26600
IRS990EZ/ProhibitedTaxShelterTransInd0false
IRS990EZ/RelatedOrganizationCtrlEntInd0false
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd0false
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0IA
IRS990EZ/SubjectToProxyTaxInd0false
IRS990EZ/TanningServicesProvidedInd0false
IRS990EZ/TotalExpensesAmt062870
IRS990EZ/TotalProgramServiceExpensesAmt048146
IRS990EZ/TotalRevenueAmt063450
IRS990EZ/TransactionWithControlEntInd0false
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990EZ/TypeOfOrganizationTrustInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/MajorityDirTrstSupportedOrgInd0true
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0420870596
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd01
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt048146
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0FIRST BAPTIST CHURCH OF CLINTON
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType2Ind0X
IRS990ScheduleA/SupportSumAmt048146
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0CLASS OF ACTIVITY: PYMT OF FOOD, RENT, NAME: INDIGENT FAMILIES ADDRESS: 2020 NORTH THIRD STREET CLINTON, IA 52732 CASH CONTRIBUTION: 25,475 CLASS OF ACTIVITY: OPERATING FUND NAME: FIRST BAPTIST CHURCH OF CLINTON ADDRESS: 2020 NORTH THIRD STREET CLINTON, IA 52732 CASH CONTRIBUTION: 16,071
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1FARM RENTAL ACCOUNTING FEES 525 PROPERTY TAXES 13,636 TELEPHONE 563 TOTAL 14,724
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2THE TRUST PROVIDES FUNDS TO SUPPORT THE FIRST BAPTIST CHURCH OF CLINTON AND TO INDIVIDUALS IN NEED OF ASSISTANCE FOR SUCH ITEMS AS FOOD, RENT, MEDICAL CARE AND TUITION.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART III
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/PersonNm0DAVID MOHR
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-03-29
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0CHARLES J DANNATT TRUST
ReturnHeader/Filer/BusinessNameControlTxt0CHAR
ReturnHeader/Filer/EIN0201707119
ReturnHeader/Filer/PhoneNum05632424773
ReturnHeader/Filer/USAddress/AddressLine1Txt02020 N 3RD ST
ReturnHeader/Filer/USAddress/CityNm0CLINTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd052732
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0270402452
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0WINKEL PARKER & FOSTER CPA PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01301 19TH AVE NW
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CLINTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0527322434
ReturnHeader/PreparerPersonGrp/PhoneNum05632423440
ReturnHeader/PreparerPersonGrp/PreparationDt02025-04-03
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DALE W DALTON CPA
ReturnHeader/ReturnTs02025-04-08T16:01:35-04:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

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