Civic Intelligence

Wilfred R Yetzer Charitable Trust

990PF • Fiscal year 2016 • EIN 20-3684438

Jan 01, 2016 to Dec 31, 2016 • Filed on May 09, 2017

Organization Profile

Refreshing map…

2202 11th St EGlencoe, MN 55336

(320) 864-5134

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Liabilities / Revenue

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Net Margin

97th percentile

89%

Higher net margin than 97% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Top Officer Pay

80th percentile

$3,637

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 1.9% of source-year revenue.

2016 filings • <$500k nonprofits • Source year 2016

Asset Growth

88th percentile

56%

Faster asset growth than 88% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

98th percentile

341%

Faster revenue growth than 98% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets58th percentile

Assets

Up

$467,311

Up $167,921 (+56%) from 2015

Net Assets

Up

$467,311

Up $167,921 (+56%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin97th percentile

Revenue

Up

$189,322

Up $146,429 (+341%) from 2015

Expenses

Up

$21,401

Up $1,573 (+7.9%) from 2015

Net Income

Up

$167,921

Up $144,856 (+628%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth88th percentile

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

$600K$400K$200K$0Assets 2011: $191,365Liabilities 2011: $02011Assets 2012: $211,585Liabilities 2012: $02012Assets 2013: $241,858Liabilities 2013: $02013Assets 2014: $276,325Liabilities 2014: $0Net Assets 2014: $276,3252014Assets 2015: $299,390Liabilities 2015: $0Net Assets 2015: $299,3902015Assets 2016: $467,311Liabilities 2016: $0Net Assets 2016: $467,3112016Assets 2017: $468,519Liabilities 2017: $0Net Assets 2017: $468,5192017Assets 2018: $452,183Liabilities 2018: $0Net Assets 2018: $452,1832018Assets 2019: $471,235Liabilities 2019: $0Net Assets 2019: $471,2352019Assets 2020: $458,631Liabilities 2020: $0Net Assets 2020: $458,6312020Assets 2021: $461,854Liabilities 2021: $12021Assets 2022: $441,684Liabilities 2022: $0Net Assets 2022: $441,6842022Assets 2023: $424,998Liabilities 2023: $12023Assets 2024: $433,908Liabilities 2024: $0Net Assets 2024: $433,9082024

Highlighted filing

2016

Assets$467,311
Liabilities$0
Net Assets$467,311
Open 2016 Filing

Operations Trend

Revenue Growth98th percentile

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

$200K$100K$0-$100KRevenue 2011: $46,646Expenses 2011: $7,378Net Income 2011: $39,2682011Revenue 2012: $34,665Expenses 2012: $14,445Net Income 2012: $20,2202012Revenue 2013: $44,467Expenses 2013: $14,194Net Income 2013: $30,2732013Revenue 2014: $52,014Expenses 2014: $17,547Net Income 2014: $34,4672014Revenue 2015: $42,893Expenses 2015: $19,828Net Income 2015: $23,0652015Revenue 2016: $189,322Expenses 2016: $21,401Net Income 2016: $167,9212016Revenue 2017: $33,179Expenses 2017: $31,971Net Income 2017: $1,2082017Revenue 2018: $16,258Expenses 2018: $32,594Net Income 2018: -$16,3362018Revenue 2019: $49,114Expenses 2019: $30,062Net Income 2019: $19,0522019Revenue 2020: $20,802Expenses 2020: $33,596Net Income 2020: -$12,7942020Revenue 2021: $36,689Expenses 2021: $33,466Net Income 2021: $3,2232021Revenue 2022: $12,567Expenses 2022: $32,737Net Income 2022: -$20,1702022Revenue 2023: $11,412Expenses 2023: $28,098Net Income 2023: -$16,6862023Revenue 2024: $38,227Expenses 2024: $29,317Net Income 2024: $8,9102024

Highlighted filing

2016

Revenue$189,322
Expenses$21,401
Net Income$167,921
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 9, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
SECURITY BANK TRUST COTrustee-$3,637-$3,637
DAWN PERRELTrustee-$0--
KELLY KOHLSTrustee-$0--
JILL FLOODTrustee-$0--
STEVE YETZERTrustee-$0--
Filing and Contact Details

Filer

Filer Name
Wilfred R Yetzer Charitable Trust
EIN
20-3684438
Phone
3208645134
Address
2202 11TH ST E, GLENCOE, MN 55336

Signing Officer

Name
Security Bank and Trust Co
Title
Co-trustee
Phone
3208645134
Signed
2017-05-09
Discuss with paid preparer
Yes

Preparer

Firm
Bergankdv Ltd
Address
220 PARK AVE S, ST CLOUD, MN 56301
Preparer
Christopher P Shorba CPA
Phone
3202517010
Raw XML AppendixShowing 400 of 519 raw XML fields

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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc5147.642 SH BARON ASSET FD SMALL CAP FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc61183.987 SH FIDELITY DEVONSHIRE TR MID CAP VALUE
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc7449.261 SH HARRIS ASSOC INVT TR OAKMARK FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc81016.249 SH OPPENHEIMER INTERNATIONAL GROWTH
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc91089.313 SH VANGUARD BD INDEX FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc10649.618 SH BARON ASSET FD SMALL CAP FD
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1162.456 SH FIDELITY CONTRAFUND INC
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc12CAPITAL GAINS DIVIDENDS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02016-09-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12016-01-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22016-01-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt32016-10-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt42016-07-21
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt52016-01-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt62016-01-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt72016-01-20
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt82016-02-24
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt92016-01-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt102016-01-05
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt112016-01-13
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt04483
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0167921
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0467311
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0299390
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0467311
IRS990PF/DistributableAmountGrp/DeductionFromDistributableAmt00
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt016877
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt016877
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt016877
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt016934
IRS990PF/DistributableAmountGrp/RecoveriesQualfiedDistriAmt00
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt057
IRS990PF/DistributableAmountGrp/TotalTaxAmt057
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt057
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtitleATaxAmt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt057
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt057
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt057
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxUnderSection511Amt00
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt00
IRS990PF/FMVAssetsEOYAmt0493177
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblAmt0132
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblBOYAmt074
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYAmt0132
IRS990PF/Form990PFBalanceSheetsGrp/AcctRcvblEOYFMVAmt0132
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt099981
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0160431
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0160910
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0183128
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0185249
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0210622
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningBOYAmt0299390
IRS990PF/Form990PFBalanceSheetsGrp/RetainedEarningEOYAmt0467311
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt016207
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt031591
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt031591
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0299390
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0467311
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0493177
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0299390
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0467311
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0299390
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0467311
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt089908
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt089922
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AcquisitionIndebtednessAmt00
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0343843
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt042971
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0300872
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt05158
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt016934
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0338685
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0343843
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/ContractorPaidOver50kCnt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt10.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt20.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt30.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt40.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt03637
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt10
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt20
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt40
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0SECURITY BANK TRUST CO
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1DAWN PERREL
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2KELLY KOHLS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3JILL FLOOD
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4STEVE YETZER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt1TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt2TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt3TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt4TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt02202 11TH ST E
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt116735 COUNTY RD 30
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt28555 ALLEGHENY CIRCLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt31660 WOODLAWN CIRCLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt433 W 1ST STREET
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0GLENCOE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm1NEW GERMANY
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm2VICTORIA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm3WACONIA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm4WACONIA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0MN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd1MN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd2MN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd3MN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd4MN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd055336
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd155367
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd255386
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd355387
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd455387
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OtherEmployeePaidOver50kCnt00
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt016652
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt016709
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt016585
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt014376
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt011674
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr4Amt012428
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr5Amt05868
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.049166
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.054455
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.050514
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr3Rt00.046289
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr4Rt00.058162
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr5Rt00.036412
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd00
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt057
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt0338685
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt0304565
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt0284593
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr3Amt0252199
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr4Amt0213680
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr5Amt0161156
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt017624
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.245832
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt017567
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt017624
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt057
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt00
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt017624
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd00
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd00
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd00
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd01
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd00
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd00
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd00
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd00
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd00
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd00
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd00
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd01
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd00
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd01
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd00
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd01
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0SECURITY BANK TRUST CO
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd00
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt02202 11TH ST E
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0GLENCOE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0MN
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd055336
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd00
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd00

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$467,311
Liabilities
$0
Net assets
$467,311
Revenue
$189,322
Expenses
$21,401
Net income
$167,921
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.34$0.00$4.34$0.38$0.29$0.09
2023Summary only. Only limited summary data is available for this year.$4.25$0.00$0.11$0.28$0.17
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.42$0.00$4.42$0.13$0.33$0.20
2021Summary only. Only limited summary data is available for this year.$4.62$0.00$0.37$0.33$0.03
2020Detailed filing. Detailed filing data is available for this year.$4.59$0.00$4.59$0.21$0.34$0.13
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.71$0.00$4.71$0.49$0.30$0.19
2018Detailed filing. Detailed filing data is available for this year.$4.52$0.00$4.52$0.16$0.33$0.16
2017Detailed filing. Detailed filing data is available for this year.$4.69$0.00$4.69$0.33$0.32$0.01
2016Detailed filing. Detailed filing data is available for this year.$4.67$0.00$4.67$1.89$0.21$1.68
2015Detailed filing. Detailed filing data is available for this year.$2.99$0.00$2.99$0.43$0.20$0.23
2014Detailed filing. Detailed filing data is available for this year.$2.76$0.00$2.76$0.52$0.18$0.34
2013Summary only. Only limited summary data is available for this year.$2.42$0.00$0.44$0.14$0.30
2012Summary only. Only limited summary data is available for this year.$2.12$0.00$0.35$0.14$0.20
2011Summary only. Only limited summary data is available for this year.$1.91$0.00$0.47$0.07$0.39