Civic Intelligence

Dale D Schroeder Trust

EIN 20-6519954 • Rippey, IA

12086 120th StRippey, IA 50235
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

63rd percentile

0.00x

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

<$500k nonprofits • Source year 2024

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on the latest valid filing.

Source year 2024

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on the latest valid filing.

Source year 2024

Top Officer Pay

81st percentile

$0

Higher top officer pay than 81% of similar nonprofits.

<$500k nonprofits • Source year 2024

Asset Growth

56th percentile

0.0%

Faster asset growth than 56% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Flat

$16,229

Flat from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Flat

$16,229

Flat from 2023

Operations
Liabilities / RevenueScore unavailableNet MarginScore unavailable

Revenue

Flat

$0

Flat from 2023

Expenses

Flat

$0

Flat from 2023

Net Income

Flat

$0

Flat from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth56th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$1.5M$1.0M$500K$0Assets 2011: $1,473,193Liabilities 2011: $02011Assets 2012: $1,242,328Liabilities 2012: $02012Assets 2013: $1,079,011Liabilities 2013: $02013Assets 2014: $859,233Liabilities 2014: $02014Assets 2015: $732,275Liabilities 2015: $02015Assets 2019: $17,158Liabilities 2019: $0Net Assets 2019: $17,1582019Assets 2020: $16,229Liabilities 2020: $0Net Assets 2020: $16,2292020Assets 2021: $16,229Liabilities 2021: $0Net Assets 2021: $16,2292021Assets 2022: $16,229Liabilities 2022: $0Net Assets 2022: $16,2292022Assets 2023: $16,229Liabilities 2023: $0Net Assets 2023: $16,2292023Assets 2024: $16,229Liabilities 2024: $0Net Assets 2024: $16,2292024

Highlighted filing

2024

Assets$16,229
Liabilities$0
Net Assets$16,229
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income by year, with the latest filing highlighted.

$600K$400K$200K$0-$200K-$400KRevenue 2011: $63,842Expenses 2011: $221,823Net Income 2011: -$157,9812011Revenue 2012: $68,832Expenses 2012: $276,665Net Income 2012: -$207,8332012Revenue 2013: $56,529Expenses 2013: $219,846Net Income 2013: -$163,3172013Revenue 2014: $56,372Expenses 2014: $276,150Net Income 2014: -$219,7782014Revenue 2015: $30,907Expenses 2015: $157,865Net Income 2015: -$126,9582015Revenue 2019: $60,064Expenses 2019: $421,661Net Income 2019: -$361,5972019Revenue 2020: $8Expenses 2020: $937Net Income 2020: -$9292020Revenue 2021: $0Expenses 2021: $0Net Income 2021: $02021Revenue 2022: $0Expenses 2022: $0Net Income 2022: $02022Revenue 2023: $0Expenses 2023: $0Net Income 2023: $02023Revenue 2024: $0Expenses 2024: $0Net Income 2024: $02024

Highlighted filing

2024

Revenue$0
Expenses$0
Net Income$0
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$16,229
Liabilities
$0
Net assets
$16,229
Revenue
$0
Expenses
$0
Net income
$0
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$0.02$0.00$0.02$0.00$0.00$0.00
2023Detailed filing. Detailed filing data is available for this year.$0.02$0.00$0.02$0.00$0.00$0.00
2022Detailed filing. Detailed filing data is available for this year.$0.02$0.00$0.02$0.00$0.00$0.00
2021Detailed filing. Detailed filing data is available for this year.$0.02$0.00$0.02$0.00$0.00$0.00
2020Detailed filing. Detailed filing data is available for this year.$0.02$0.00$0.02$0.00$0.00$0.00
2019Detailed filing. Detailed filing data is available for this year.$0.02$0.00$0.02$0.06$0.42$0.36
2015Summary only. Only limited summary data is available for this year.$0.73$0.00$0.03$0.16$0.13
2014Summary only. Only limited summary data is available for this year.$0.86$0.00$0.06$0.28$0.22
2013Summary only. Only limited summary data is available for this year.$1.08$0.00$0.06$0.22$0.16
2012Summary only. Only limited summary data is available for this year.$1.24$0.00$0.07$0.28$0.21
2011Summary only. Only limited summary data is available for this year.$1.47$0.00$0.06$0.22$0.16
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 2, 2025
Return Version
2024v5.1
Compensation and Service Providers
Top Officer Pay81st percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
WALT TOMENGATrustee-$0--
Filing and Contact Details

Filer

Filer Name
Dale D Schroeder Trust
EIN
20-6519954
Phone
5152401510
Address
12086 120TH ST, RIPPEY, IA 50235

Signing Officer

Name
Walt Tomenga
Title
Trustee
Signed
2025-04-02
Discuss with paid preparer
Yes

Preparer

Firm
Meriwether Wilson & Co PLLC
Address
1307 Second St, Perry, IA 50220
Preparer
Darren D Lindstrom CPA
Phone
5154653591
Raw XML Appendix153 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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ReturnHeader/BuildTS02025-03-06 01:10:19Z
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ReturnHeader/ReturnTs02025-04-02T08:57:36-07:00
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ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

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Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. <$500k nonprofits