Civic Intelligence

Merlin C Begalske Trust Co Traeger & Koempel Law Offices

990PF • Fiscal year 2016 • EIN 20-6335296

Jan 01, 2016 to Dec 31, 2016 • Filed on May 11, 2017

Organization Profile
103 North Vine StreetWest Union, IA 52175

(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.

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

4th percentile

-274%

Higher net margin than 4% of similar nonprofits.

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

Top Officer Pay

79th percentile

$2,642

Higher top officer pay than 79% of similar nonprofits.

Top officer pay equals 53.3% of source-year revenue.

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

Asset Growth

37th percentile

-3.9%

Faster asset growth than 37% of similar nonprofits.

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

Revenue Growth

8th percentile

-63%

Faster revenue growth than 8% of similar nonprofits.

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

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$330,177

Down $13,561 (-3.9%) from 2015

Net Assets

Down

$330,177

Down $13,561 (-3.9%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin4th percentile

Revenue

Down

$4,958

Down $8,287 (-63%) from 2015

Expenses

Down

$18,550

Down $7,244 (-28%) from 2015

Net Income

Down

-$13,592

Down $1,043 (-8.3%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth37th percentile

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

2016

Assets$330,177
Liabilities$0
Net Assets$330,177
Open 2016 Filing

Operations Trend

Revenue Growth8th percentile

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

2016

Revenue$4,958
Expenses$18,550
Net Income-$13,592
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 11, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay79th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
LYNN ELLIOTTTrustee-$2,642-$2,642
Filing and Contact Details

Filer

Filer Name
Merlin C Begalske Trust
EIN
20-6335296
Phone
5634223859
Address
103 NORTH VINE STREET, WEST UNION, IA 52175

Signing Officer

Name
Lynn Elliott
Title
Trustee
Signed
2017-05-11
Discuss with paid preparer
Yes

Preparer

Firm
Traeger & Koempel Law Offices
Address
103 North Vine Street, West Union, IA 52175-0456
Preparer
Alice T Koempel
Phone
5634223859
Raw XML Appendix320 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
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc0General Explanation Supplemental Information for Form 990-PF
GeneralExplanationAttachment/GeneralExplanationGrp/FormAndLineReferenceDesc1General Explanation Supplemental Information for Form 990-PF
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt0LIST OF DIVIDENDS AND INTEREST FROM SECURITIES OF MERLIN C. BEGALSKE TRUSTEIN 20-6335296Part I, Line 4:The Income Fund of America, Class C, dividends - $ 1,852.13(Qualified - $1,480.41) The Bond Fund of America, Class C, dividends - 468.44(Qualified - $2.62) Capital Income Builder, Class C, dividends - 2,018.54(Qualified - $1,822.74) Wells Fargo Clearing Services, L.L.C., dividends - 3,755.55(Qualified - $490.55) (Capital gains - $769.08) __________ $ 8,094.66
GeneralExplanationAttachment/GeneralExplanationGrp/MediumExplanationTxt1LIST OF INVESTMENTS OF MERLIN C. BEGALSKE TRUSTEIN 20-6335296Part II, Line 13(b) and (c): (b) Book Value (c) Fair Market ValueMutual Funds Capital Income Builder Class C (1,571.372 shares @ $57.71) $ 82,302.00 $ 90,683.88 The Income Fund of America Class C (4,459.479 shares @ $21.41) 78,216.67 95,477.45 The Bond Fund of America - Class C (4,082.689 shares @ $12.72) 50,535.15 51,931.80 Wells Fargo Clearing Services, LLC 120,394.94 115,337.77 ____________ ____________ Totals $ 331,448.76 $ 353,430.90
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/RelatedOrExemptFunctionIncmAmt08095
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/RelatedOrExemptFunctionIncmAmt0-3142
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/RelatedOrExemptFunctionIncmAmt05
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt04958
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt04958
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt03283
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstAdjNetIncmAmt01321
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt01321
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt01321
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt02642
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt012000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt012000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt08095
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt08095
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt08095
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0-13592
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt090866
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt05
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt05
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt05
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesAdjNetIncmAmt01565
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt069
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt01565
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt01634
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0-3142
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt03016
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt0111
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesAdjNetIncmAmt02042
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesDsbrsChrtblAmt049
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt02042
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt02091
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt0156
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt0183
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt08211
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt04928
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt013439
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt05084
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt018550
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt08100
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt04958
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt04928
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt01439
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt05084
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt06550
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02011-11-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12000-11-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt22000-11-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt05228
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt188780
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt0769
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt1111
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt2-4022
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt3440
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt0769
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt1111
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt2-4022
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0769
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt15339
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt284758
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd2P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0WELLS FARGO CLEARING SERVICES-CAP. GAIN
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1WELLS FARGO CLEARING SERVICES-SHORT TERM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2WELLS FARGO CLEARING SERVICES-LONG TERM
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc3Wash Sale
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02016-11-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12016-11-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt22016-11-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0-2702
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt0111
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-13592
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt031
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt0330177
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt0343738
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt0330177
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt017736
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt017736
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt017736
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt017796
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt060
IRS990PF/DistributableAmountGrp/TotalTaxAmt060
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt060
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt060
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt060
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt060
IRS990PF/FMVAssetsEOYAmt0352158
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockBOYAmt0343738
IRS990PF/Form990PFBalanceSheetsGrp/CapitalStockEOYAmt0330177
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt04343
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt0-3579
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt0-3579
IRS990PF/Form990PFBalanceSheetsGrp/OrgDoesNotFollowSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt01
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsBOYAmt0337239
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYAmt0331449
IRS990PF/Form990PFBalanceSheetsGrp/OtherInvestmentsEOYFMVAmt0353431
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt02156
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt02306
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt02306
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt0343738
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt0330177
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt0352158
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt0343738
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt0330177
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt0343738
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt0330177
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt0361340
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt04233
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt0357107
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt05420
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt017796
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt0355920
IRS990PF/MinimumInvestmentReturnGrp/ReductionClaimedAmt00
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt0361340
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt02642
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0LYNN ELLIOTT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0Trustee
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0338 W GREENE ST PO BOX 342
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0POSTVILLE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0IA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd052162
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0true
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IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt013439
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt013439
IRS990PF/StatementsRegardingActy4720Grp/ActsFailToQlfyAsExceptionsInd0false
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/ExcessBusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/MaintainedExpenditureRspnsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProceedsOrNetIncomeInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransactionsFailToQlfyAsExcInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPriorActsInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePY1Yr02015
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0true
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2NotAppInd0true
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/Form990TFiledInd0false
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
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IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0POSTVILLE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0IA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd052162
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0IA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PersonsWithBooksName/BusinessNameLine1Txt0LYNN ELLIOTT
IRS990PF/StatementsRegardingActyGrp/PhoneNum05638643041
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0TWELVE APPLICATIONS IDENTIFIED ONLY BY A NUMBER ARE SELECTED AND SENT TO TRUSTEE FOR FINAL SELECTION OF NUMBER OF RECIPIENTS DEPENDING ON AMOUNT OF FUNDS AVAILABLE FOR THE YEAR. SCHOOL PLANNING TO ATTEND, POSSIBLE CAREER FIELD, SPECIAL CIRCUMSTANCES TO BE CONSIDERED IN CONNECTION WITH APPLICATION AND WHY APPLICANT SHOULD BE CONSIDERED.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0SCHOOL FACULTY COMMITTEE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum05634223852
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0600 NORTH PINE STREET
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0WEST UNION
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0IA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd052175
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0SCHOLARSHIP IS APPLIED ON FIRST YEAR TUITION FOR NEEDY STUDENTS GRADUATING FROM NORTH FAYETTE COMMUNITY HIGH SCHOOL. B AND C STUDENTS IN ENGLISH AND MATH.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0FEBRUARY 19
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt02000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt12000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt22000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt32000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt42000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt52000
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0TO APPLY ON FIRST YEAR TUITION AT UNIVERSITY OF NORTHERN IOWA, CEDAR FALLS, IOWA.
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 HAWKEYE COMMUNITY COLLEGE, WATERLOO, IOWA.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt3TO APPLY ON FIRST YEAR TUITION AT WARTBURG COLLEGE, WAVERLY, IOWA.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt4TO APPLY ON FIRST YEAR TUITION AT SIMPSON COLLEGE, INDIANOLA, IOWA.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt5TO APPLY ON FIRST YEAR TUITION AT HAWKEYE COMMUNITY COLLEGE, WATERLOO, IOWA.
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0NONE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt5NONE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1MITCHELL WETTLESON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm2JAYMES DOTZENROD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm3TREVOR HURD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm4MADYLIN WIRTZ
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm5JESSICA BOESS
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt2NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt3NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt4NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt5NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt014544 AGATE ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt110543 AGATE ROAD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt2222 PLEASANT STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt3809 PINE STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt4304 SMITH STREET
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt521862 U AVENUE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0ELGIN
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm2ELGIN
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm4WEST UNION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm5HAWKEYE
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd5IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd052141
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd152141
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd252141
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd352175
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd452175
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd552147
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt012000
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/AppliedToYear1Amt013439
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt017736
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt013439
IRS990PF/UndistributedIncomeGrp/Taxable2Amt0727
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt017736
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt014166
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt01565
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0ATTORNEY FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt069
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt01634
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt01565
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0Rounding
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt01
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt02029
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt113
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0ADVISORY FEES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BANK CHARGES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2STAMPS
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt049
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt02029
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt113
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt02029
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt113
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt249
OtherIncreasesSchedule/OtherIncreasesDetail/Amt031
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0NON-INCOME ITEM
TaxesSchedule/TaxesDetail/Amt0183
TaxesSchedule/TaxesDetail/CategoryTxt0TAXES
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0156
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LYNN ELLIOTT
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-11
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0MERLIN C BEGALSKE TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0CO TRAEGER & KOEMPEL LAW OFFICES
ReturnHeader/Filer/BusinessNameControlTxt0MERL
ReturnHeader/Filer/EIN0206335296
ReturnHeader/Filer/PhoneNum05634223859
ReturnHeader/Filer/USAddress/AddressLine1Txt0103 NORTH VINE STREET
ReturnHeader/Filer/USAddress/CityNm0WEST UNION
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd052175
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Traeger & Koempel Law Offices
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0103 North Vine Street
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0West Union
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0521750456
ReturnHeader/PreparerPersonGrp/PhoneNum05634223859
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0ALICE T KOEMPEL
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02017-05-11T09:32:08-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$330,177
Liabilities
$0
Net assets
$330,177
Revenue
$4,958
Expenses
$18,550
Net income
-$13,592
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