Civic Intelligence

Zumbrota Community Trust

990EZ • Fiscal year 2011 • EIN 20-1846902

Jan 01, 2011 to Dec 31, 2011 • Filed on Mar 25, 2012

PO Box 22655992
Siviq Scores

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

Liabilities / Assets

68th percentile

0.04x

Higher debt load relative to assets than 68% of similar nonprofits.

2011 filings • 501(c)3 • <$500k nonprofits • Source year 2011

Liabilities / Revenue

83rd percentile

0.14x

Higher debt load relative to revenue than 83% of similar nonprofits.

2011 filings • 501(c)3 • <$500k nonprofits • Source year 2011

Net Margin

71st percentile

14%

Higher net margin than 71% of similar nonprofits.

2011 filings • 501(c)3 • <$500k nonprofits • Source year 2011

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2011

Asset Growth

57th percentile

3.7%

Faster asset growth than 57% of similar nonprofits.

2011 filings • 501(c)3 • <$500k nonprofits • Annualized from 2010 to 2011

Revenue Growth

12th percentile

-44%

Faster revenue growth than 12% of similar nonprofits.

2011 filings • 501(c)3 • <$500k nonprofits • Annualized from 2010 to 2011

Assets

Flat

$52,607

Flat from 2011

Net Assets

$50,430

No earlier filing loaded for comparison.

Liabilities

Flat

$2,177

Flat from 2011

Revenue

Flat

$15,577

Flat from 2011

Expenses

Flat

$13,405

Flat from 2011

Net Income

Flat

$2,172

Flat from 2011

Historical Trend

Balance Sheet Trend

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

$800K$600K$400K$200K$0Assets 2010: $50,716Liabilities 2010: $2,398Net Assets 2010: $48,3182010Assets 2011: $52,607Liabilities 2011: $2,177Net Assets 2011: $50,4302011Assets 2011: $52,607Liabilities 2011: $2,1772011Assets 2012: $53,925Liabilities 2012: $2,092Net Assets 2012: $51,8332012Assets 2013: $85,505Net Assets 2013: $85,5052013Assets 2014: $113,077Net Assets 2014: $113,0772014Assets 2015: $176,362Net Assets 2015: $176,3622015Assets 2016: $246,328Net Assets 2016: $246,3282016Assets 2017: $307,408Net Assets 2017: $307,4082017Assets 2018: $305,801Liabilities 2018: $02018Assets 2019: $368,128Liabilities 2019: $02019Assets 2020: $397,168Net Assets 2020: $397,1682020Assets 2021: $464,650Liabilities 2021: $0Net Assets 2021: $464,6502021Assets 2022: $594,185Liabilities 2022: $0Net Assets 2022: $594,1852022Assets 2023: $643,061Liabilities 2023: $0Net Assets 2023: $643,0612023Assets 2024: $604,245Liabilities 2024: $0Net Assets 2024: $604,2452024

Highlighted filing

2011

Assets$52,607
Liabilities$2,177
Net Assets$50,430

Operations Trend

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

$300K$200K$100K$0-$100KRevenue 2010: $27,931Expenses 2010: $25,182Net Income 2010: $2,7492010Revenue 2011: $15,577Expenses 2011: $13,405Net Income 2011: $2,1722011Revenue 2011: $15,577Expenses 2011: $13,405Net Income 2011: $2,1722011Revenue 2012: $48,330Expenses 2012: $46,927Net Income 2012: $1,4032012Revenue 2013: $76,710Expenses 2013: $56,980Net Income 2013: $19,7302013Revenue 2014: $75,651Expenses 2014: $48,079Net Income 2014: $27,5722014Revenue 2015: $110,797Expenses 2015: $47,512Net Income 2015: $63,2852015Revenue 2016: $162,710Expenses 2016: $92,744Net Income 2016: $69,9662016Revenue 2017: $117,426Expenses 2017: $56,346Net Income 2017: $61,0802017Revenue 2018: $71,670Expenses 2018: $62,403Net Income 2018: $9,2672018Revenue 2019: $120,627Expenses 2019: $58,300Net Income 2019: $62,3272019Revenue 2020: $89,686Expenses 2020: $56,061Net Income 2020: $33,6252020Revenue 2021: $207,955Expenses 2021: $140,473Net Income 2021: $67,4822021Revenue 2022: $216,493Expenses 2022: $86,958Net Income 2022: $129,5352022Revenue 2023: $105,720Expenses 2023: $56,844Net Income 2023: $48,8762023Revenue 2024: $126,905Expenses 2024: $165,721Net Income 2024: -$38,8162024

Highlighted filing

2011

Revenue$15,577
Expenses$13,405
Net Income$2,172
Jump To
Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Signed
Mar 25, 2012
Return Version
2011v1.2
Mission and Program Overview

Mission

The mission of the zumbrota community trust is to establish, grant aid to, and promote activities, organizations and individuals whose purpose and intent it is to engage in projects of a social, moral, educational and benevolent nature to benefit the citizens of zumbrota, the zumbrota/mazeppa school district and the four contiguous townships. To accomplish these goals the trust will raise, manage and disburse funds consistent with the regulations prescribed by section 501(c)3 of the internal revenue code and consistent with section 12 of the zumbrota community trust bylaws.

Filing and Contact Details

Filer

EIN
20-1846902
Raw XML Appendix139 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/ActivitiesNotPreviouslyRpt0false
IRS990EZ/CashSavingsAndInvestments/BOY050656
IRS990EZ/CashSavingsAndInvestments/EOY052607
IRS990EZ/ContributionsGiftsGrantsEtc015577
IRS990EZ/CostOfGoodsSold00
IRS990EZ/CostOtherBasisAndSalesExpenses00
IRS990EZ/DidOrgFileForm1120POLThisYear0false
IRS990EZ/DoesOrgHaveHospital0false
IRS990EZ/EngagedInExcessBenefitTrans0false
IRS990EZ/EngageInLobbyingActivities0false
IRS990EZ/EngagePoliticalCmpgnActivities0false
IRS990EZ/ExcessOrDeficitForYear02172
IRS990EZ/ForeignFinancialAccount0false
IRS990EZ/ForeignOffice0false
IRS990EZ/FundraisingGrossIncome00
IRS990EZ/GainOrLossFromSaleOfAssets00
IRS990EZ/GamingGrossIncome00
IRS990EZ/GrantsAndSimilarAmountsPaid012521
IRS990EZ/GroProfitLossSalesOfInventory00
IRS990EZ/GrossReceipts015577
IRS990EZ/InfoInScheduleOPartI0X
IRS990EZ/InfoInScheduleOPartII0X
IRS990EZ/InvestmentIncome00
IRS990EZ/MadeChangesToOrgnzngEtcDoc0false
IRS990EZ/MadeLoansToFromOfficers0false
IRS990EZ/MaintainAnyDonorAdvisedFunds0false
IRS990EZ/MembershipDues00
IRS990EZ/MethodOfAccountingCash0X
IRS990EZ/NetAssetsOrFundBalances/BOY048258
IRS990EZ/NetAssetsOrFundBalancesBOY048258
IRS990EZ/NetAssetsOrFundBalances/EOY050430
IRS990EZ/NetAssetsOrFundBalancesEOY050430
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine10915 S MAIN ST
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/AddressLine11PO BOX 7
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/City0ZUMBROTA
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/City1ZUMBROTA
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/State0MN
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/State1MN
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode055992
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AddressUS/ZIPCode155992
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition01.00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/AvgHoursPerWkDevotedToPosition10.25
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation00
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Compensation10
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName0LOWELL OLSON
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/PersonName1PAUL ROCKNE
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title0Treasurer
IRS990EZ/OfficerDirectorTrusteeKeyEmpl/Title1President
IRS990EZ/OperatingSchool0false
IRS990EZ/Organization501c30X
IRS990EZ/OrganizationDissolvedEtc0false
IRS990EZ/OrganizationHadUBI0false
IRS990EZ/PartVIAHghstPaidCntrctProfSer0NONE
IRS990EZ/PartVIOfCompOfHighestPaidEmpl0NONE
IRS990EZ/PrimaryExemptPurpose0to promote acivities whose propose it is to benefit citizens of Zumbrota
IRS990EZ/PrintingPublicationsPostage0884
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom0to provide grants to the organizations listed on line 10. These organizations engaged in projects of a social, moral,educational nature for the benefit of citizens of the Zumbrota area.
IRS990EZ/ProgramServiceAccomplishment/DescriptionProgramServiceAccom1.
IRS990EZ/ProgramServiceAccomplishment/GrantsAndAllocations012520
IRS990EZ/ProgramServiceRevenue00
IRS990EZ/ProhibitedTaxShelterTrans0false
IRS990EZ/RelatedOrgControlledEntity0false
IRS990EZ/ScheduleBNotRequired0X
IRS990EZ/SpecialEventsDirectExpenses00
IRS990EZ/SpecialEventsNetIncomeLoss00
IRS990EZ/StatesWhereCopyOfReturnIsFiled0MN
IRS990EZ/SubjectToProxyTax0false
IRS990EZ/SumOfTotalLiabilities/BOY02398
IRS990EZ/SumOfTotalLiabilities/EOY02177
IRS990EZ/TanningServicesProvided0false
IRS990EZ/TheBooksAreInCareOf/AddressUS/AddressLine10915 S MAIN ST
IRS990EZ/TheBooksAreInCareOf/AddressUS/City0ZUMBROTA
IRS990EZ/TheBooksAreInCareOf/AddressUS/State0MN
IRS990EZ/TheBooksAreInCareOf/AddressUS/ZIPCode055992
IRS990EZ/TheBooksAreInCareOf/NamePerson0LOWELL OLSON
IRS990EZ/TheBooksAreInCareOf/TelephoneNumber05077325143
IRS990EZ/TotalAssets/BOY050656
IRS990EZ/TotalAssets/EOY052607
IRS990EZ/TotalExpenses013405
IRS990EZ/TotalRevenue015577
IRS990EZ/TransactionWithControlEntity0false
IRS990EZ/TrnsfrsExemptNonCharRelatedOrg0false
IRS990EZ/WebSite0N/A
IRS990ScheduleA/CommunityTrust170b1Avi0X
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYear015577
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus1Year027931
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus2Years022171
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus3Years030395
IRS990ScheduleA/GiftsGrantsContribReceived170/CurrentTaxYearMinus4Years022608
IRS990ScheduleA/GiftsGrantsContribReceived170/Total0118682
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYearMinus2Years021
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYearMinus3Years01668
IRS990ScheduleA/GrossInvestmentIncome170/CurrentTaxYearMinus4Years0694
IRS990ScheduleA/GrossInvestmentIncome170/Total02383
IRS990ScheduleA/InvestmentIncomePercentage00
IRS990ScheduleA/PublicSupportPercentage50900
IRS990ScheduleA/PublicSupportPertcentage17000.98030
IRS990ScheduleA/PublicSupportPertcentPriorYear00.97580
IRS990ScheduleA/PublicSupportTotal1700118682
IRS990ScheduleA/PublicSupportTotal50900
IRS990ScheduleA/ThirtyThreePercntTestsCY1700X
IRS990ScheduleA/Total170/CurrentTaxYear015577
IRS990ScheduleA/Total170/CurrentTaxYearMinus1Year027931
IRS990ScheduleA/Total170/CurrentTaxYearMinus2Years022171
IRS990ScheduleA/Total170/CurrentTaxYearMinus3Years030395
IRS990ScheduleA/Total170/CurrentTaxYearMinus4Years022608
IRS990ScheduleA/Total170/Total0118682
IRS990ScheduleA/TotalSupport0121065
IRS990ScheduleO/GeneralExplanation/Explanation0HELP CHILDREN COVER SCHOOL & CAMP COSTS N/A THREE RIVERS COMMUNITY ACTION INC NONE 1000. HISTORICAL PRESERVATION N/A ZUMBORTA AREA ARTS COUNCIL NONE 1000. LOCAL EVENT FOR LEARNING ART & HISTORY N/A CROSSINGS ART CENTER NONE 1000. CULTURAL & ARTISTIC PRESERVATION N/A ZUMBROTA COMMUNITY BAND NONE 1000. ASSIST WITH MEDICAL EMERGENCIES N/A ZUMBROTA PUBLIC LIBRARY NONE 1000. ASSIST WITH MEDICAL EMERGENCIES N/A CITY OF ZUMBROTA NONE 1000. RECREATIONAL ACIVITIES FOR SENIOR CITIZENS N/A BRIDGES OF ZUMBR
IRS990ScheduleO/GeneralExplanation/Explanation1VARIOUS GRANTS PAYABLE 2398.
IRS990ScheduleO/GeneralExplanation/Identifier0Form 990EZ, Part I, Line 10
IRS990ScheduleO/GeneralExplanation/Identifier1Form 990EZ, Part II, Line 26
ReturnHeader/BuildTS02016-02-24 21:20:13Z
ReturnHeader/Filer/EIN0201846902
ReturnHeader/Filer/Name/BusinessNameLine10ZUMBROTA COMMUNITY TRUST
ReturnHeader/Filer/NameControl0ZUMB
ReturnHeader/Filer/Phone05077325143
ReturnHeader/Filer/USAddress/AddressLine10PO BOX 226
ReturnHeader/Filer/USAddress/City0ZUMBROTA
ReturnHeader/Filer/USAddress/State0MN
ReturnHeader/Filer/USAddress/ZIPCode055992
ReturnHeader/Officer/DateSigned02012-03-25
ReturnHeader/Officer/Name0LOWELL OLSON
ReturnHeader/Officer/Phone05077325143
ReturnHeader/Officer/Title0TREASURER
ReturnHeader/Preparer/DatePrepared02012-08-01
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10OLSON TAX SERVICE
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine10915 SOUTH MAIN ST
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0ZUMBROTA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0MN
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode055992
ReturnHeader/Preparer/Name0LOWELL OLSON
ReturnHeader/Preparer/Phone05077325143
ReturnHeader/Preparer/SelfEmployed0X
ReturnHeader/ReturnType0990EZ
ReturnHeader/TaxPeriodBeginDate02011-01-01
ReturnHeader/TaxPeriodEndDate02011-12-31
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02012-08-01T09:35:01-07:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$6.04$0.00$6.04$1.27$1.66$0.39
2023Summary only. Only limited summary data is available for this year.$6.43$0.00$6.43$1.06$0.57$0.49
2022Facts available. Structured filing facts are available, but richer extracted sections are limited.$5.94$0.00$5.94$2.16$0.87$1.30
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.65$0.00$4.65$2.08$1.40$0.67
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.97$3.97$0.90$0.56$0.34
2019Summary only. Only limited summary data is available for this year.$3.68$0.00$1.21$0.58$0.62
2018Summary only. Only limited summary data is available for this year.$3.06$0.00$0.72$0.62$0.09
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.07$3.07$1.17$0.56$0.61
2016Detailed filing. Detailed filing data is available for this year.$2.46$2.46$1.63$0.93$0.70
2015XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.76$1.76$1.11$0.48$0.63
2014Detailed filing. Detailed filing data is available for this year.$1.13$1.13$0.76$0.48$0.28
2013Detailed filing. Detailed filing data is available for this year.$0.86$0.86$0.77$0.57$0.20
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.54$0.02$0.52$0.48$0.47$0.01
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.53$0.02$0.50$0.16$0.13$0.02
2011Summary only. Only limited summary data is available for this year.$0.53$0.02$0.16$0.13$0.02
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.51$0.02$0.48$0.28$0.25$0.03