Civic Intelligence

Peoples Cooperative Services Trust

990EZ • Fiscal year 2014 • EIN 20-8969930

Jan 01, 2014 to Dec 31, 2014 • Filed on Jul 13, 2015

1775 Lake Shady Avenue SouthOronoco, MN 55960

(507) 367-7000

Siviq Scores

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

Liabilities / Assets

55th percentile

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Liabilities / Revenue

55th percentile

0.00x

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

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Net Margin

43rd percentile

0.4%

Higher net margin than 43% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Top Officer Pay

74th percentile

$0

Higher top officer pay than 74% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2014 filings • 501(c)3 • <$500k nonprofits • Source year 2014

Asset Growth

48th percentile

0.9%

Faster asset growth than 48% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Revenue Growth

48th percentile

0.6%

Faster revenue growth than 48% of similar nonprofits.

2014 filings • 501(c)3 • <$500k nonprofits • Annualized from 2013 to 2014

Assets

Up

$35,173

Up $302 (+0.9%) from 2013

Net Assets

Up

$35,173

Up $302 (+0.9%) from 2013

Liabilities

Flat

$0

Flat from 2013

Revenue

Up

$68,582

Up $423 (+0.6%) from 2013

Expenses

Down

$68,280

Down $4,734 (-6.5%) from 2013

Net Income

Up

$302

Up $5,157 (+106%) from 2013

Historical Trend

Balance Sheet Trend

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

$150K$100K$50K$0Assets 2010: $50,296Liabilities 2010: $0Net Assets 2010: $50,2962010Assets 2011: $60,025Liabilities 2011: $0Net Assets 2011: $60,0252011Assets 2012: $39,726Liabilities 2012: $0Net Assets 2012: $39,7262012Assets 2013: $34,871Liabilities 2013: $0Net Assets 2013: $34,8712013Assets 2014: $35,173Liabilities 2014: $0Net Assets 2014: $35,1732014Assets 2015: $71,080Liabilities 2015: $8,425Net Assets 2015: $62,6552015Assets 2016: $69,350Liabilities 2016: $0Net Assets 2016: $69,3502016Assets 2017: $65,967Liabilities 2017: $0Net Assets 2017: $65,9672017Assets 2018: $86,738Liabilities 2018: $2,284Net Assets 2018: $84,4542018Assets 2019: $87,762Liabilities 2019: $0Net Assets 2019: $87,7622019Assets 2020: $93,041Liabilities 2020: $0Net Assets 2020: $93,0412020Assets 2021: $102,276Liabilities 2021: $26Net Assets 2021: $102,2502021Assets 2022: $81,374Liabilities 2022: $3,128Net Assets 2022: $78,2462022Assets 2023: $58,237Liabilities 2023: $0Net Assets 2023: $58,2372023Assets 2024: $57,345Liabilities 2024: $4,005Net Assets 2024: $53,3402024

Highlighted filing

2014

Assets$35,173
Liabilities$0
Net Assets$35,173

Operations Trend

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

$150K$100K$50K$0-$50KRevenue 2010: $73,139Expenses 2010: $85,459Net Income 2010: -$12,3202010Revenue 2011: $76,773Expenses 2011: $67,044Net Income 2011: $9,7292011Revenue 2012: $69,347Expenses 2012: $89,646Net Income 2012: -$20,2992012Revenue 2013: $68,159Expenses 2013: $73,014Net Income 2013: -$4,8552013Revenue 2014: $68,582Expenses 2014: $68,280Net Income 2014: $3022014Revenue 2015: $82,944Expenses 2015: $55,462Net Income 2015: $27,4822015Revenue 2016: $100,201Expenses 2016: $93,506Net Income 2016: $6,6952016Revenue 2017: $100,063Expenses 2017: $103,446Net Income 2017: -$3,3832017Revenue 2018: $100,379Expenses 2018: $81,892Net Income 2018: $18,4872018Revenue 2019: $99,633Expenses 2019: $96,325Net Income 2019: $3,3082019Revenue 2020: $98,309Expenses 2020: $93,030Net Income 2020: $5,2792020Revenue 2021: $96,799Expenses 2021: $87,590Net Income 2021: $9,2092021Revenue 2022: $93,465Expenses 2022: $117,469Net Income 2022: -$24,0042022Revenue 2023: $92,020Expenses 2023: $112,029Net Income 2023: -$20,0092023Revenue 2024: $89,710Expenses 2024: $94,607Net Income 2024: -$4,8972024

Highlighted filing

2014

Revenue$68,582
Expenses$68,280
Net Income$302
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Jul 13, 2015
Return Version
2014v5.0
Gross Receipts
$68,582
Mission and Program Overview

Mission

To accumulate and disburse funds for charitable and educational purposes primarily in the area served by people's cooperative services. Contributions are received from "operation round-up", voluntary contributions from members of people's cooperative services and from any other source of funds available to the trust.

Program Services

DescriptionGrantsExpenses
OPERATION ROUND-UP PROGRAMTHE OPERATION ROUND-UP PROGRAM DONATED FUNDS TO FIRE DEPARTMENTS, FIRST RESPONDERS, YOUTH ORGANIZATIONS, SCHOOLS, AND VARIOUS OTHER COMMUNITY NEEDS PROJECTS IN THE AMOUNT OF $68,280 IN 2014. A VOLUNTEER BOARD OF DIRECTORS REVIEWED APPLICATIONS AND APPROVED GRANTS. THERE WERE NO ADMINISTRATIVE EXPENSES PAID OUT FROM OPERATION ROUND UP FUNDS IN 2014.$68,280$68,280
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
JUDY SWENSONVice-Chair/Treasurer-$0--
KATHLEEN MCFARLANDSecretary-$0--
BEN HAINChair-$0--
BETTIE BECVARDirector-$0--
LLOYD LOWRIEDirector-$0--
BEVERLY JOHNSONDirector-$0--
JAMES HOBBSDirector-$0--
DARLENE SCHMIDTDirector-$0--
ELAINE GARRYEx-Officio-$0--
GWEN STEVENSEx-Officio-$0--
TERESA WHITCOMEEx-Officio-$0--
Filing and Contact Details

Filer

Filer Name
Peoples Cooperative Services Trust
EIN
20-8969930
Phone
5073677000
Address
1775 LAKE SHADY AVENUE SOUTH, ORONOCO, MN 55960

Signing Officer

Name
Elaine J Garry
Title
CEO
Phone
5073677000
Signed
2015-07-13
Discuss with paid preparer
Yes

Preparer

Firm
Cliftonlarsonallen Llp
Address
PO BOX 217, AUSTIN, MN 55912
Preparer
Craig Popenhagen
Phone
5074347000
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 4 - Other Investment Income

Description: interest income. Amount: 19.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: charitable donation. Grantee name: salvation army. Grantee address: 118 n broadway rochester, mn 55906. Grantee relationship: no relationshipf. Property description: cash. Amount given: 6,000.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: charitable donation. Grantee name: oronoco fire fighters relief. Grantee address: po box 146 oronoco, mn 55960. Grantee relationship: no relationship. Property description: cash. Amount given: 5,691.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: charitable donation. Grantee name: st. Charles elementary school. Grantee address: 600 e. 6th street st. Charles, mn 55972. Grantee relationship: no relationship. Property description: cash. Amount given: 6,470.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: charitable donation. Grantee name: channel one food shelf. Grantee address: 131 35th street se rochester, mn 55904. Grantee relationship: no relationship. Property description: cash. Amount given: 5,000.

Form 990-ez, Part I, Line 10 - Grants and Similar Amounts Paid

Activity classification: charitable donation. Grantee name: miscellaneous organizations. Grantee address: 1775 lake shady avenue south oronoco, mn 55960. Grantee relationship: no relationship. Property description: cash. Amount given: 45,119. Total included on form 990-ez, line 10: 68,280.

Form 990-ez, Part II, Line 24 - Other Assets

Description: contribution receivable. Beg. Of year amount: 5,460. End of year amount: 5,560.

Raw XML Appendix200 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
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0ORONOCO
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0JUDY SWENSON
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3BETTIE BECVAR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4LLOYD LOWRIE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5BEVERLY JOHNSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6JAMES HOBBS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm7DARLENE SCHMIDT
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm9GWEN STEVENS
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm10TERESA WHITCOME
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0VICE-CHAIR/TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2CHAIR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt7DIRECTOR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt8EX-OFFICIO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt9EX-OFFICIO
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt10EX-OFFICIO
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
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IRS990EZ/OtherAssetsTotalDetail/EOYAmt05560
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0TO ACCUMULATE AND DISBURSE FUNDS FOR CHARITABLE AND EDUCATIONAL PURPOSES PRIMARILY IN THE AREA SERVED BY PEOPLE'S COOPERATIVE SERVICES. CONTRIBUTIONS ARE RECEIVED FROM "OPERATION ROUND-UP", VOLUNTARY CONTRIBUTIONS FROM MEMBERS OF PEOPLE'S COOPERATIVE SERVICES AND FROM ANY OTHER SOURCE OF FUNDS AVAILABLE TO THE TRUST.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0OPERATION ROUND-UP PROGRAMTHE OPERATION ROUND-UP PROGRAM DONATED FUNDS TO FIRE DEPARTMENTS, FIRST RESPONDERS, YOUTH ORGANIZATIONS, SCHOOLS, AND VARIOUS OTHER COMMUNITY NEEDS PROJECTS IN THE AMOUNT OF $68,280 IN 2014. A VOLUNTEER BOARD OF DIRECTORS REVIEWED APPLICATIONS AND APPROVED GRANTS. THERE WERE NO ADMINISTRATIVE EXPENSES PAID OUT FROM OPERATION ROUND UP FUNDS IN 2014.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt068280
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt068280
IRS990EZ/ProhibitedTaxShelterTransInd00
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IRS990EZ/SchoolOperatingInd00
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IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
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IRS990EZ/TypeOfOrganizationCorpInd0X
IRS990EZ/WebsiteAddressTxt0WWW.PEOPLESREC.COM
IRS990ScheduleA/CommunityTrustInd0X
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IRS990ScheduleA/GiftsGrantsContriRcvd170Grp/CurrentTaxYearMinus3YearsAmt076648
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IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0DESCRIPTION: INTEREST INCOME. AMOUNT: 19.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1ACTIVITY CLASSIFICATION: CHARITABLE DONATION. GRANTEE NAME: SALVATION ARMY. GRANTEE ADDRESS: 118 N BROADWAY ROCHESTER, MN 55906. GRANTEE RELATIONSHIP: NO RELATIONSHIPF. PROPERTY DESCRIPTION: CASH. AMOUNT GIVEN: 6,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2ACTIVITY CLASSIFICATION: CHARITABLE DONATION. GRANTEE NAME: ORONOCO FIRE FIGHTERS RELIEF. GRANTEE ADDRESS: PO BOX 146 ORONOCO, MN 55960. GRANTEE RELATIONSHIP: NO RELATIONSHIP. PROPERTY DESCRIPTION: CASH. AMOUNT GIVEN: 5,691.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3ACTIVITY CLASSIFICATION: CHARITABLE DONATION. GRANTEE NAME: ST. CHARLES ELEMENTARY SCHOOL. GRANTEE ADDRESS: 600 E. 6TH STREET ST. CHARLES, MN 55972. GRANTEE RELATIONSHIP: NO RELATIONSHIP. PROPERTY DESCRIPTION: CASH. AMOUNT GIVEN: 6,470.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt4ACTIVITY CLASSIFICATION: CHARITABLE DONATION. GRANTEE NAME: CHANNEL ONE FOOD SHELF. GRANTEE ADDRESS: 131 35TH STREET SE ROCHESTER, MN 55904. GRANTEE RELATIONSHIP: NO RELATIONSHIP. PROPERTY DESCRIPTION: CASH. AMOUNT GIVEN: 5,000.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt5ACTIVITY CLASSIFICATION: CHARITABLE DONATION. GRANTEE NAME: MISCELLANEOUS ORGANIZATIONS. GRANTEE ADDRESS: 1775 LAKE SHADY AVENUE SOUTH ORONOCO, MN 55960. GRANTEE RELATIONSHIP: NO RELATIONSHIP. PROPERTY DESCRIPTION: CASH. AMOUNT GIVEN: 45,119. TOTAL INCLUDED ON FORM 990-EZ, LINE 10: 68,280.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt6DESCRIPTION: CONTRIBUTION RECEIVABLE. BEG. OF YEAR AMOUNT: 5,460. END OF YEAR AMOUNT: 5,560.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 4 - OTHER INVESTMENT INCOME
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc4FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc5FORM 990-EZ, PART I, LINE 10 - GRANTS AND SIMILAR AMOUNTS PAID
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc6FORM 990-EZ, PART II, LINE 24 - OTHER ASSETS
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02016-04-25 22:37:26Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0ELAINE J GARRY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0CEO
ReturnHeader/BusinessOfficerGrp/PhoneNum05073677000
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-07-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PEOPLES COOPERATIVE SERVICES TRUST
ReturnHeader/Filer/BusinessNameControlTxt0PEOP
ReturnHeader/Filer/EIN0208969930
ReturnHeader/Filer/PhoneNum05073677000
ReturnHeader/Filer/USAddress/AddressLine1Txt01775 LAKE SHADY AVENUE SOUTH
ReturnHeader/Filer/USAddress/CityNm0ORONOCO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0MN
ReturnHeader/Filer/USAddress/ZIPCd055960
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0410746749
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0CLIFTONLARSONALLEN LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0PO BOX 217
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0AUSTIN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0MN
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd055912
ReturnHeader/PreparerPersonGrp/PhoneNum05074347000
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0CRAIG POPENHAGEN
ReturnHeader/ReturnTs02015-08-06T14:07:47-05:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

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.$0.57$0.04$0.53$0.90$0.95$0.05
2023Detailed filing. Detailed filing data is available for this year.$0.58$0.00$0.58$0.92$1.12$0.20
2022Detailed filing. Detailed filing data is available for this year.$0.81$0.03$0.78$0.93$1.17$0.24
2021Detailed filing. Detailed filing data is available for this year.$1.02$0.00$1.02$0.97$0.88$0.09
2020Detailed filing. Detailed filing data is available for this year.$0.93$0.00$0.93$0.98$0.93$0.05
2019Detailed filing. Detailed filing data is available for this year.$0.88$0.00$0.88$1.00$0.96$0.03
2018Detailed filing. Detailed filing data is available for this year.$0.87$0.02$0.84$1.00$0.82$0.18
2017Detailed filing. Detailed filing data is available for this year.$0.66$0.00$0.66$1.00$1.03$0.03
2016Detailed filing. Detailed filing data is available for this year.$0.69$0.00$0.69$1.00$0.94$0.07
2015Detailed filing. Detailed filing data is available for this year.$0.71$0.08$0.63$0.83$0.55$0.27
2014Detailed filing. Detailed filing data is available for this year.$0.35$0.00$0.35$0.69$0.68$0.00
2013Detailed filing. Detailed filing data is available for this year.$0.35$0.00$0.35$0.68$0.73$0.05
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.40$0.00$0.40$0.69$0.90$0.20
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.60$0.00$0.60$0.77$0.67$0.10
2010Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.50$0.00$0.50$0.73$0.85$0.12