Civic Intelligence

Merlin C Begalske Trust Co Traeger & Koempel Law Offices

990PF • Fiscal year 2013 • EIN 20-6335296

Jan 01, 2013 to Dec 31, 2013 • Filed on May 09, 2014

103 North Vine Street52175

(563) 422-3859

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.

2013 filings • <$500k nonprofits • Source year 2013

Liabilities / Revenue

59th percentile

0.00x

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

2013 filings • <$500k nonprofits • Source year 2013

Net Margin

53rd percentile

3.7%

Higher net margin than 53% of similar nonprofits.

2013 filings • <$500k nonprofits • Source year 2013

Top Officer Pay

77th percentile

$1,700

Higher top officer pay than 77% of similar nonprofits.

Top officer pay equals 12.2% of source-year revenue.

2013 filings • <$500k nonprofits • Source year 2013

Asset Growth

48th percentile

0.1%

Faster asset growth than 48% of similar nonprofits.

2013 filings • <$500k nonprofits • Annualized from 2012 to 2013

Revenue Growth

61st percentile

8.2%

Faster revenue growth than 61% of similar nonprofits.

2013 filings • <$500k nonprofits • Annualized from 2012 to 2013

Assets

Up

$369,067

Up $439 (+0.1%) from 2012

Net Assets

$369,067

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2012

Revenue

Up

$13,990

Up $1,061 (+8.2%) from 2012

Expenses

Down

$13,478

Down $8,347 (-38%) from 2012

Net Income

Up

$512

Up $9,408 (+106%) from 2012

Historical Trend

Balance Sheet Trend

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

$400K$300K$200K$100K$0Assets 2011: $377,524Liabilities 2011: $02011Assets 2012: $368,628Liabilities 2012: $02012Assets 2013: $369,067Liabilities 2013: $0Net Assets 2013: $369,0672013Assets 2014: $356,293Liabilities 2014: $0Net Assets 2014: $356,2932014Assets 2015: $343,738Liabilities 2015: $0Net Assets 2015: $343,7382015Assets 2016: $330,177Liabilities 2016: $0Net Assets 2016: $330,1772016Assets 2017: $314,302Liabilities 2017: $0Net Assets 2017: $314,3022017Assets 2018: $311,456Liabilities 2018: $0Net Assets 2018: $311,4562018Assets 2019: $305,305Liabilities 2019: $0Net Assets 2019: $305,3052019Assets 2020: $276,301Liabilities 2020: $0Net Assets 2020: $276,3012020Assets 2021: $312,068Liabilities 2021: $0Net Assets 2021: $312,0682021Assets 2022: $315,856Liabilities 2022: $0Net Assets 2022: $315,8562022Assets 2023: $299,613Liabilities 2023: $0Net Assets 2023: $299,6132023Assets 2024: $299,213Liabilities 2024: $0Net Assets 2024: $299,2132024

Highlighted filing

2013

Assets$369,067
Liabilities$0
Net Assets$369,067

Operations Trend

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

$100K$50K$0-$50KRevenue 2011: $12,949Expenses 2011: $23,199Net Income 2011: -$10,2502011Revenue 2012: $12,929Expenses 2012: $21,825Net Income 2012: -$8,8962012Revenue 2013: $13,990Expenses 2013: $13,478Net Income 2013: $5122013Revenue 2014: $12,890Expenses 2014: $25,644Net Income 2014: -$12,7542014Revenue 2015: $13,245Expenses 2015: $25,794Net Income 2015: -$12,5492015Revenue 2016: $4,958Expenses 2016: $18,550Net Income 2016: -$13,5922016Revenue 2017: $12,894Expenses 2017: $26,119Net Income 2017: -$13,2252017Revenue 2018: $16,734Expenses 2018: $25,489Net Income 2018: -$8,7552018Revenue 2019: $19,343Expenses 2019: $25,494Net Income 2019: -$6,1512019Revenue 2020: -$4,149Expenses 2020: $24,855Net Income 2020: -$29,0042020Revenue 2021: $54,498Expenses 2021: $18,731Net Income 2021: $35,7672021Revenue 2022: $18,003Expenses 2022: $14,215Net Income 2022: $3,7882022Revenue 2023: $12,460Expenses 2023: $28,409Net Income 2023: -$15,9492023Revenue 2024: $14,640Expenses 2024: $14,842Net Income 2024: -$2022024

Highlighted filing

2013

Revenue$13,990
Expenses$13,478
Net Income$512
Jump To
Filing Snapshot
Filing Period
Jan 1, 2013 to Dec 31, 2013
Signed
May 9, 2014
Return Version
2013v3.1
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
LYNN ELLIOTTTrustee-$1,700-$1,700
Filing and Contact Details

Filer

EIN
20-6335296
Phone
5634223859

Signing Officer

Name
Lynn Elliott
Title
Trustee
Signed
2014-05-09
Discuss with paid preparer
Yes

Preparer

Preparer
Alice T Koempel
Phone
5634223859
Raw XML Appendix306 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.

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IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt0385640
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IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
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IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
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IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
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IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
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IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0false
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1TO APPLY ON FIRST YEAR TUITION AT HAWKEYE COMMUNITY COLLEGE, WATERLOO, IOWA.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt2TO APPLY ON FIRST YEAR TUITION AT KIRKWOOD COMMUNITY COLLEGE, CEDAR RAPIDS, IOWA.
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1111986 190TH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1219857 LINCOLN ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1314226 NATURE ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine142690 105TH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City0HAWKEYE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City1FAYETTE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City2WEST UNION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City3WEST UNION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/City4FORT ATKINSON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State0IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State1IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State2IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State3IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/State4IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode052147
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode152142
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode252175
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode352175
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCode452144
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt010000
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt011518
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt018945
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt011518
IRS990PF/UndistributedIncomeGrp/Taxable2Amt04135
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt018945
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt015653
IRS990ScheduleB/ContributorInformationGrp/ContributorNum01
IRS990ScheduleB/ContributorInformationGrp/ContributorPersonNm0MERLIN C BEGALSKE ESTATE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10TRAEGER KOEMPEL 103 N VINE
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0WEST UNION
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0IA
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode052175
IRS990ScheduleB/ContributorInformationGrp/PersonContributionInd0X
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt010000
IRS990ScheduleB/GeneralRuleInd0X
IRS990ScheduleB/Organization501c3ExemptPFInd0X
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt0850
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt0568
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt01418
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt0850
OtherDecreasesSchedule/OtherDecreasesDetail/Amount073
OtherDecreasesSchedule/OtherDecreasesDetail/Description0NON-DEDUCTIBLE EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt0170
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt14
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0ADVISORY FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0170
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt14
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0170
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt14
TaxesSchedule/TaxesDetail/Amt0186
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0186
ReturnHeader/BuildTS02015-12-30 17:16:21Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LYNN ELLIOTT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02014-05-09
ReturnHeader/Filer/BusinessName/BusinessNameLine10MERLIN C BEGALSKE TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine20CO TRAEGER & KOEMPEL LAW OFFICES
ReturnHeader/Filer/BusinessNameControlTxt0MERL
ReturnHeader/Filer/EIN0206335296
ReturnHeader/Filer/PhoneNum05634223859
ReturnHeader/Filer/USAddress/AddressLine10103 NORTH VINE STREET
ReturnHeader/Filer/USAddress/City0WEST UNION
ReturnHeader/Filer/USAddress/State0IA
ReturnHeader/Filer/USAddress/ZIPCode052175
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine10Traeger & Koempel Law Offices
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine10103 North Vine Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/City0West Union
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/State0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCode0521750456
ReturnHeader/PreparerPersonGrp/PhoneNum05634223859
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ALICE T KOEMPEL
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02014-05-09T12:25:25-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02013-01-01
ReturnHeader/TaxPeriodEndDt02013-12-31
ReturnHeader/TaxYr02013

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.99$0.00$2.99$0.15$0.15$0.00
2023Detailed filing. Detailed filing data is available for this year.$3.00$0.00$3.00$0.12$0.28$0.16
2022Detailed filing. Detailed filing data is available for this year.$3.16$0.00$3.16$0.18$0.14$0.04
2021Detailed filing. Detailed filing data is available for this year.$3.12$0.00$3.12$0.54$0.19$0.36
2020Detailed filing. Detailed filing data is available for this year.$2.76$0.00$2.76$0.04$0.25$0.29
2019Detailed filing. Detailed filing data is available for this year.$3.05$0.00$3.05$0.19$0.25$0.06
2018Detailed filing. Detailed filing data is available for this year.$3.11$0.00$3.11$0.17$0.25$0.09
2017Detailed filing. Detailed filing data is available for this year.$3.14$0.00$3.14$0.13$0.26$0.13
2016Detailed filing. Detailed filing data is available for this year.$3.30$0.00$3.30$0.05$0.19$0.14
2015Detailed filing. Detailed filing data is available for this year.$3.44$0.00$3.44$0.13$0.26$0.13
2014Detailed filing. Detailed filing data is available for this year.$3.56$0.00$3.56$0.13$0.26$0.13
2013Detailed filing. Detailed filing data is available for this year.$3.69$0.00$3.69$0.14$0.13$0.01
2012Summary only. Only limited summary data is available for this year.$3.69$0.00$0.13$0.22$0.09
2011Summary only. Only limited summary data is available for this year.$3.78$0.00$0.13$0.23$0.10