Civic Intelligence

Zumbrota Community Trust

990 • Fiscal year 2021 • EIN 20-1846902

Jan 01, 2021 to Dec 31, 2021 • Filed on May 06, 2022

Organization ProfileN/A
PO Box 226Zumbrota, MN 55992

(507) 732-4609

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Liabilities / Revenue

56th percentile

0.00x

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Net Margin

76th percentile

32%

Higher net margin than 76% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Top Officer Pay

77th percentile

$0

Higher top officer pay than 77% of similar nonprofits.

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

2021 filings • 501(c)3 • <$500k nonprofits • Source year 2021

Asset Growth

63rd percentile

17%

Faster asset growth than 63% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Revenue Growth

88th percentile

132%

Faster revenue growth than 88% of similar nonprofits.

2021 filings • 501(c)3 • <$500k nonprofits • Annualized from 2020 to 2021

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$464,650

Up $67,482 (+17%) from 2020

Net Assets

Up

$464,650

Up $67,482 (+17%) from 2020

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue56th percentileNet Margin76th percentile

Revenue

Up

$207,955

Up $118,269 (+132%) from 2020

Expenses

Up

$140,473

Up $84,412 (+151%) from 2020

Net Income

Up

$67,482

Up $33,857 (+101%) from 2020

Historical Trend

Balance Sheet Trend

Asset Growth63rd percentile

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: $2,1772011Assets 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

2021

Assets$464,650
Liabilities$0
Net Assets$464,650
Open 2021 Filing

Operations Trend

Revenue Growth88th percentile

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 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

2021

Revenue$207,955
Expenses$140,473
Net Income$67,482
Open 2021 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 6, 2022
Return Version
2021v4.0
Gross Receipts
$207,955
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.

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$297,700$341,546▲ $43,846
Cash and Non-Interest-Bearing Accounts$99,468$123,104▲ $23,636
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$397,168$464,650▲ $67,482
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$397,168$464,650▲ $67,482
Total Net Assets Fund Balance$397,168$464,650▲ $67,482
Total Liabilities and Net Assets / Fund Balance$397,168$464,650▲ $67,482
Compensation and Service Providers
Top Officer Pay77th percentile

Board Members and Trustees

NameTitle
Paul RockneChairman
David DahlenVice President
Anne SolbergDirector
Charlie NelsonDirector
Dan NietzDirector
Gary GroverDirector
Gary OfstieDirector
Jan FischerDirector
Karen BrooksDirector
Lori RauenDirector
Mary SappDirector
Rex WiederandersDirector
Tricia StillerDirector
Wayne RadkeDirector
Coleen JohnstonSecretary
David ZimmermanTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$164,271
Program Service Revenue
$0
Investment Income
$43,684
Other Revenue
$0
All Other Contributions
$164,271
Change in Net Assets
$67,482
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$140,127
Other Expenses$346
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$140,127--$140,127
Insurance-$114-$114
Other Expenses-$113-$113
Advertising-$94-$94
Fees for Services Other-$25-$25
Total Functional Expenses$140,127$346$0$140,473
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Backup withholding compliance
No
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

“No review was or will be conducted.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“No documents available to the public.”

Filing and Contact Details

Filer

Filer Name
Zumbrota Community Trust
EIN
20-1846902
Phone
5077324609
Address
PO BOX 226, ZUMBROTA, MN 55992

Signing Officer

Name
David Zimmerman
Title
Treasurer
Signed
2022-05-06
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Paul Rockne
Formed
2004
Legal Domicile
Mn
Voting Board Members
16
Independent Board Members
0
Employees
0

Preparer

Firm
David A Zimmerman CPA
Address
PO Box 181, ZUMBROTA, MN 55992
Preparer
David A Zimmerman
Phone
5077324609
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 4D: Other Program Services Description

“Other program services 4: pine haven care center- this grant is money received from the langsdorf fund at minnesota charities that is specifically allocated to the pine haven care center. Other program services 5: zumbrota-mazeppa public schools- this money was received from the langsdorf fund at minnesota charities and was specifically allocated for the zumbrota-mazeppa public schools. Other program services 6: working together group-this group was formed in 2005 to promote peace. A grant from united way funded building and maintaining a peace garden in east park in zumbrota, mn. Other program services 7: main st hanging baskets - a $5000 donation was made to the trust to cover expenses for providing hanging flower baskets on main st, zumbrota, mn. To help beautify the downtown area. Other program services 8: z-theater - this grant is to the z-theater group to help pay for production sound improvements for musicals. Other program services 9: other program services 10: other program services 11: other program services 12: other program services 13: other program services 14: zumbrota independent business alliance - this grant was to purchase an aed machinge to be kept downtown in case of emergency. Other program services 15: goodhue pioneer trail - grant is to be used for trail signs and markers. Other program services 16: zumbrota independent business alliance - grant was to help fund a sound system for the downtown business area. Other program services 17: zumbrota veteran's memorial - this grant was to help fund the construction of a veteran's memorial in zumbrota, mn .”

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IRS990/MissionDesc0THE 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.
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IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/PrincipalOfficerNm0PAUL ROCKNE
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0ZUMBROTA-MAZEPPA PUBLIC SCHOOLS- THIS MONEY WAS RECEIVED FROM THE LANGSDORF FUND AT MINNESOTA CHARITIES AND WAS SPECIFICALLY ALLOCATED FOR THE ZUMBROTA-MAZEPPA PUBLIC SCHOOLS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt014861
IRS990/ProgSrvcAccomActy2Grp/GrantAmt014861
IRS990/ProgSrvcAccomActy3Grp/Desc0UNITED REDEEMER CHURCH- THIS GRANT IS MONEY RECEIVED FROM THE LANGSDORF FUND AT MINNESOTA CHARITIES. THE GRANT AMOUNT WAS SPECIFICALLY ALLOCATED BY THE DONOR.
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt07431
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0OTHER PROGRAM SERVICES 4: PINE HAVEN CARE CENTER- THIS GRANT IS MONEY RECEIVED FROM THE LANGSDORF FUND AT MINNESOTA CHARITIES THAT IS SPECIFICALLY ALLOCATED TO THE PINE HAVEN CARE CENTER. OTHER PROGRAM SERVICES 5: ZUMBROTA-MAZEPPA PUBLIC SCHOOLS- THIS MONEY WAS RECEIVED FROM THE LANGSDORF FUND AT MINNESOTA CHARITIES AND WAS SPECIFICALLY ALLOCATED FOR THE ZUMBROTA-MAZEPPA PUBLIC SCHOOLS. OTHER PROGRAM SERVICES 6: WORKING TOGETHER GROUP-THIS GROUP WAS FORMED IN 2005 TO PROMOTE PEACE. A GRANT FROM UNITED WAY FUNDED BUILDING AND MAINTAINING A PEACE GARDEN IN EAST PARK IN ZUMBROTA, MN. OTHER PROGRAM SERVICES 7: MAIN ST HANGING BASKETS - A $5000 DONATION WAS MADE TO THE TRUST TO COVER EXPENSES FOR PROVIDING HANGING FLOWER BASKETS ON MAIN ST, ZUMBROTA, MN. TO HELP BEAUTIFY THE DOWNTOWN AREA. OTHER PROGRAM SERVICES 8: Z-THEATER - THIS GRANT IS TO THE Z-THEATER GROUP TO HELP PAY FOR PRODUCTION SOUND IMPROVEMENTS FOR MUSICALS. OTHER PROGRAM SERVICES 9: OTHER PROGRAM SERVICES 10: OTHER PROGRAM SERVICES 11: OTHER PROGRAM SERVICES 12: OTHER PROGRAM SERVICES 13: OTHER PROGRAM SERVICES 14: ZUMBROTA INDEPENDENT BUSINESS ALLIANCE - THIS GRANT WAS TO PURCHASE AN AED MACHINGE TO BE KEPT DOWNTOWN IN CASE OF EMERGENCY. OTHER PROGRAM SERVICES 15: GOODHUE PIONEER TRAIL - GRANT IS TO BE USED FOR TRAIL SIGNS AND MARKERS. OTHER PROGRAM SERVICES 16: ZUMBROTA INDEPENDENT BUSINESS ALLIANCE - GRANT WAS TO HELP FUND A SOUND SYSTEM FOR THE DOWNTOWN BUSINESS AREA. OTHER PROGRAM SERVICES 17: ZUMBROTA VETERAN'S MEMORIAL - THIS GRANT WAS TO HELP FUND THE CONSTRUCTION OF A VETERAN'S MEMORIAL IN ZUMBROTA, MN .
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1No review was or will be conducted.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part III, Line 4d: Other Program Services Description
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2021 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$464,650
Liabilities
$0
Net assets
$464,650
Revenue
$207,955
Expenses
$140,473
Net income
$67,482
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
2021Detailed filing. Detailed filing data is available for this year.$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
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