Civic Intelligence

Dale D Schroeder Trust

990PF • Fiscal year 2019 • EIN 20-6519954

Jan 01, 2019 to Dec 31, 2019 • Filed on Aug 07, 2020

Organization Profile
12086 120th StRippey, IA 50235

(515) 240-1510

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Liabilities / Revenue

59th percentile

0.00x

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

2019 filings • <$500k nonprofits • Source year 2019

Net Margin

3rd percentile

-602%

Higher net margin than 3% of similar nonprofits.

2019 filings • <$500k nonprofits • Source year 2019

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.

2019 filings • <$500k nonprofits • Source year 2019

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2019

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$17,158

Down $715,117 (-98%) from 2015

Net Assets

$17,158

No earlier filing loaded for comparison.

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin3rd percentile

Revenue

Up

$60,064

Up $29,157 (+94%) from 2015

Expenses

Up

$421,661

Up $263,796 (+167%) from 2015

Net Income

Down

-$361,597

Down $234,639 (-185%) from 2015

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$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

2019

Assets$17,158
Liabilities$0
Net Assets$17,158
Open 2019 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this 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

2019

Revenue$60,064
Expenses$421,661
Net Income-$361,597
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
Aug 7, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay77th 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
2020-08-07
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 Appendix294 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/MethodOfAccountingCashInd0X
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IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0FUNDS ARE BEING USED TO INCREASE SCHOLARSHIPS
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd3IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd4IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd050010
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd150013
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd250579
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd351442
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd450240
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt0414929
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/AppliedToCurrentYearAmt010788
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt010788
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr1Amt07042
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr2Amt0145278
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr3Amt0116472
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr4Amt088012
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovYr5Amt0164997
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt0164997
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt0760945
IRS990PF/UndistributedIncomeGrp/ExcessFromCurrentYearAmt0404141
IRS990PF/UndistributedIncomeGrp/ExcessFromYear1Amt07042
IRS990PF/UndistributedIncomeGrp/ExcessFromYear2Amt0145278
IRS990PF/UndistributedIncomeGrp/ExcessFromYear3Amt0116472
IRS990PF/UndistributedIncomeGrp/ExcessFromYear4Amt088012
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0414929
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt0404141
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt0925942
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt0521801
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0ASSET MANAGEMENT FEE - JAMES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1AWARDS & RECOGNITION
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2SUPPLIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt01656
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt12752
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt289
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt01656
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt12752
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt289
ReasonableCauseExplanation/ExplanationTxt0I AM THE TRUSTEE OF THE DALE D SCHROEDER CHARITABLE TRUST. I AM IN A HIGH RISK AGE GROUP AND DUE TO THE CONORONAVIRUS PANDEMIC I WAS UNABLE TO MEET WITH MY NEW CPA. HE WAS UNABLE TO FILE THE APPROPRIATE EXTENSION IN A TIMELY FASHION. I HEARBY REQUEST A ONE TIME FORGIVENESS OF THE LATE-FILING PENALTY. I HAVE NOT HAD A LATE FILED RETURN IN THE PAST.
TaxesSchedule/TaxesDetail/Amt0105
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0105
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0WALT TOMENGA
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-08-07
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DALE D SCHROEDER TRUST
ReturnHeader/Filer/BusinessNameControlTxt0DALE
ReturnHeader/Filer/EIN0206519954
ReturnHeader/Filer/PhoneNum05152401510
ReturnHeader/Filer/USAddress/AddressLine1Txt012086 120TH ST
ReturnHeader/Filer/USAddress/CityNm0RIPPEY
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd050235
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0420731256
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Meriwether Wilson & Co PLLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01307 Second St
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Perry
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd050220
ReturnHeader/PreparerPersonGrp/PhoneNum05154653591
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Darren D Lindstrom CPA
ReturnHeader/ReturnTs02020-08-07T09:08:28-07:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$17,158
Liabilities
$0
Net assets
$17,158
Revenue
$60,064
Expenses
$421,661
Net income
-$361,597
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