Civic Intelligence

Donald J Beck Trust

990 • Fiscal year 2018 • EIN 26-6717210

Jan 01, 2018 to Dec 31, 2018 • Filed on Apr 22, 2019

Organization ProfileN/A
PO Box 1708Mason City, IA 50402-1708

(641) 422-1600

Siviq Scores

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

Liabilities / Assets

14th percentile

0.00x

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

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Liabilities / Revenue

14th percentile

0.00x

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

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Net Margin

3rd percentile

-92%

Higher net margin than 3% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Top Officer Pay

38th percentile

$14,765

Higher top officer pay than 38% of similar nonprofits.

Top officer pay equals 18.9% of source-year revenue.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2018

Asset Growth

31st percentile

-3.2%

Faster asset growth than 31% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Revenue Growth

83rd percentile

36%

Faster revenue growth than 83% of similar nonprofits.

2018 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2017 to 2018

Balance Sheet
Liabilities / Assets14th percentile

Assets

Down

$2,134,637

Down $71,689 (-3.2%) from 2017

Net Assets

Down

$2,134,637

Down $71,689 (-3.2%) from 2017

Liabilities

Flat

$0

Flat from 2017

Revenue And Expenses
Liabilities / Revenue14th percentileNet Margin3rd percentile

Revenue

Up

$78,052

Up $20,584 (+36%) from 2017

Expenses

Down

$149,741

Down $23,286 (-13%) from 2017

Net Income

Up

-$71,689

Up $43,870 (+38%) from 2017

Historical Trend

Balance Sheet Trend

Asset Growth31st percentile

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

$3.0M$2.0M$1.0M$0Assets 2015: $2,395,364Liabilities 2015: $0Net Assets 2015: $2,395,3642015Assets 2016: $2,321,738Liabilities 2016: $0Net Assets 2016: $2,321,7382016Assets 2017: $2,206,326Liabilities 2017: $0Net Assets 2017: $2,206,3262017Assets 2018: $2,134,637Liabilities 2018: $0Net Assets 2018: $2,134,6372018Assets 2019: $2,130,110Liabilities 2019: $0Net Assets 2019: $2,130,1102019Assets 2020: $2,123,345Liabilities 2020: $0Net Assets 2020: $2,123,3452020Assets 2021: $2,111,267Liabilities 2021: $0Net Assets 2021: $2,111,2672021Assets 2022: $2,084,141Liabilities 2022: $0Net Assets 2022: $2,084,1412022Assets 2023: $2,065,151Liabilities 2023: $0Net Assets 2023: $2,065,1512023Assets 2024: $2,057,033Liabilities 2024: $0Net Assets 2024: $2,057,0332024

Highlighted filing

2018

Assets$2,134,637
Liabilities$0
Net Assets$2,134,637
Open 2018 Filing

Operations Trend

Revenue Growth83rd percentile

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

$200K$100K$0-$100K-$200KRevenue 2015: $110,779Expenses 2015: $187,717Net Income 2015: -$76,9382015Revenue 2016: $101,347Expenses 2016: $175,191Net Income 2016: -$73,8442016Revenue 2017: $57,468Expenses 2017: $173,027Net Income 2017: -$115,5592017Revenue 2018: $78,052Expenses 2018: $149,741Net Income 2018: -$71,6892018Revenue 2019: $90,835Expenses 2019: $95,362Net Income 2019: -$4,5272019Revenue 2020: $88,333Expenses 2020: $95,019Net Income 2020: -$6,6862020Revenue 2021: $87,203Expenses 2021: $99,281Net Income 2021: -$12,0782021Revenue 2022: $100,914Expenses 2022: $128,040Net Income 2022: -$27,1262022Revenue 2023: $112,350Expenses 2023: $131,340Net Income 2023: -$18,9902023Revenue 2024: $127,935Expenses 2024: $136,053Net Income 2024: -$8,1182024

Highlighted filing

2018

Revenue$78,052
Expenses$149,741
Net Income-$71,689
Open 2018 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2018 to Dec 31, 2018
Signed
Apr 22, 2019
Return Version
2018v3.1
Gross Receipts
$229,509
Mission and Program Overview

Mission

The trust is a supporting organization of the new hampton educational excellence foundation.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$2,510,395$2,510,395→ $0
Land, Buildings, and Equipment, Net$1,717,927$1,715,595▼ $2,332
Investments in Publicly Traded Securities$361,721$387,350▲ $25,629
Savings and Temporary Cash Investments$126,678$31,692▼ $94,986
Rtn Earn Endowment Incm Other Fnds$-304,069$-375,758▼ $71,689
Total Assets$2,206,326$2,134,637▼ $71,689
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,206,326$2,134,637▼ $71,689
Total Liabilities and Net Assets / Fund Balance$2,206,326$2,134,637▼ $71,689

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$13,940$23,621-
Land$1,701,655--
Compensation and Service Providers
Top Officer Pay38th percentile

Employees

NameTitleBaseTotal
-Trustee$14,765$14,765
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$15,565
Other Revenue
$62,487
Change in Net Assets
$-71,689
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$131,204
Salaries, Compensation, and Employee Benefits$14,765
Other Expenses$3,772
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$131,204--$131,204
Current Officers, Directors, Trustees, and Key Employees$11,074$3,691$0$14,765
Depreciation Depletion$0$2,332$0$2,332
Fees for Services Other$0$780$0$780
Fees for Services Legal$495$165$0$660
Total Functional Expenses$142,773$6,968$0$149,741
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Nh Educational Excellence FoundationNew Hampton, IA501(c)(3)Supported Organization$131,204
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
No
Other officer compensation reviewed
No
Conflict-of-interest policy
No
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No
Filing and Contact Details

Filer

Filer Name
Donald J Beck Trust
EIN
26-6717210
Phone
6414221600
Address
PO BOX 1708, MASON CITY, IA 50402-1708

Signing Officer

Name
Mike Midtgaard
Title
Trustee
Phone
6414221600
Signed
2019-04-22
Discuss with paid preparer
Yes

Organization Details

Formed
2011
Legal Domicile
Ia
Voting Board Members
1
Independent Board Members
1
Employees
0
Volunteers
0

Preparer

Firm
Heiny Mcmanigal Law Firm Plc
Address
PO BOX 1567, MASON CITY, IA 50402-1567
Preparer
Jonathan Kiss
Phone
6414235154
Supplemental Narrative

Additional Explanations

Pt VI, Line 11B

“Accountant reviews 990 with trustee before filing. Trustee then reviews with supported organization.”

Pt VI, Line 19

“Trustee makes information available upon request.”

Raw XML AppendixShowing 400 of 427 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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IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0THE TRUSTEE REGULARLY MEETS WITH THE SUPPORTED ORGANIZATION. THE TRUSTEE INFORMS THE SUPPORTED ORGANIZATION THE ANTICIPATED ANNUAL DISTRIBUTION THROUGHOUT THE YEAR. THE TRUSTEE REVIEWS THE 990 WITH THE SUPPORTED ORGANIZATION. THE TRUSTEE COMMUNICATES THE WISHES OF THE DECEASED TRUSTOR.
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IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/CurrentYearAmt098486
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt0101017
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportTotal170Amt00
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0421462064
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0true
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd010
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0131204
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0NEW HAMPTON EDUCATIONAL EXCELLENCE FOUNDATION
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt0131204
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/LandGrp/BookValueAmt01701655
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt01701655
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt013940
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt023621
IRS990ScheduleD/OtherLandBuildingsGrp/InvestmentCostOrOtherBasisAmt037561
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01715595
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt0131204
IRS990ScheduleI/RecipientTable/IRCSectionDesc0501(C)(3)
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0SUPPORTED ORGANIZATION
IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0NH EDUCATIONAL EXCELLENCE FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientEIN0421462064
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0710 W MAIN
IRS990ScheduleI/RecipientTable/USAddress/CityNm0NEW HAMPTON
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0IA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd050659
IRS990ScheduleI/SupplementalInformationDetail/ExplanationTxt0TRUSTEE COMMUNICATES WITH SUPPORTED ORGANIZATION TO MAKE SURE THAT THE DISTRUBUTIONS MADE ARE GOING TO BE USED FOR STUDENT SCHOLARSHIPS.
IRS990ScheduleI/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt I Line 2
IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0ACCOUNTANT REVIEWS 990 WITH TRUSTEE BEFORE FILING. TRUSTEE THEN REVIEWS WITH SUPPORTED ORGANIZATION.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1TRUSTEE MAKES INFORMATION AVAILABLE UPON REQUEST.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Pt VI, Line 11b
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 19
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
IRS990ScheduleR/DivRelatedOrganizationInd0false
IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0true
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0NO
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DisregardedEntityName/BusinessNameLine1Txt0NH EDUCATIONAL EXCELLENCE FOUNDATION
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ExemptCodeSectionTxt0501(C)(3)
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/LegalDomicileStateCd0IA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PrimaryActivitiesTxt0AWARD SCHOLARSHIPS TO NEW HAMPTON STUDENTS
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/PublicCharityStatusTxt010
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/AddressLine1Txt0710 WEST MAIN ST
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0NEW HAMPTON
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/StateAbbreviationCd0IA
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/ZIPCd050659
IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt0131402
IRS990ScheduleR/TransactionsRelatedOrgGrp/MethodOfAmountDeterminationTxt0TRUST DOCUMENT
IRS990ScheduleR/TransactionsRelatedOrgGrp/OtherOrganizationName/BusinessNameLine1Txt0NEW HAMPTON EDUCATIONAL EXCELLENCE FOUNDATION
IRS990ScheduleR/TransactionsRelatedOrgGrp/TransactionTypeTxt0b
IRS990ScheduleR/TransferFromOtherOrgInd0false
IRS990ScheduleR/TransferToOtherOrgInd0false
IRS990/SchoolOperatingInd0false
IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/StatesWhereCopyOfReturnIsFldCd0IA
IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt02206326
IRS990/TotalAssetsEOYAmt02134637
IRS990/TotalAssetsGrp/BOYAmt02206326
IRS990/TotalAssetsGrp/EOYAmt02134637
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt06968
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0142773
IRS990/TotalFunctionalExpensesGrp/TotalAmt0149741
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt02206326
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02134637
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0142773
IRS990/TotalReportableCompFromOrgAmt014765
IRS990/TotalRevenueGrp/ExclusionAmt078052
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt078052
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02206326
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02134637
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt02601 4TH ST SW
IRS990/USAddress/CityNm0MASON CITY
IRS990/USAddress/StateAbbreviationCd0IA
IRS990/USAddress/ZIPCd050401
IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt01
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02019-02-21 02:37:17Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MIKE MIDTGAARD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum06414221600
ReturnHeader/BusinessOfficerGrp/SignatureDt02019-04-22
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DONALD J BECK TRUST

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2018 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,134,637
Liabilities
$0
Net assets
$2,134,637
Revenue
$78,052
Expenses
$149,741
Net income
-$71,689
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$2.06$0.00$2.06$0.13$0.14$0.01
2023Detailed filing. Detailed filing data is available for this year.$2.07$0.00$2.07$0.11$0.13$0.02
2022Detailed filing. Detailed filing data is available for this year.$2.08$0.00$2.08$0.10$0.13$0.03
2021Detailed filing. Detailed filing data is available for this year.$2.11$0.00$2.11$0.09$0.10$0.01
2020Detailed filing. Detailed filing data is available for this year.$2.12$0.00$2.12$0.09$0.10$0.01
2019Detailed filing. Detailed filing data is available for this year.$2.13$0.00$2.13$0.09$0.10$0.00
2018Detailed filing. Detailed filing data is available for this year.$2.13$0.00$2.13$0.08$0.15$0.07
2017Detailed filing. Detailed filing data is available for this year.$2.21$0.00$2.21$0.06$0.17$0.12
2016Detailed filing. Detailed filing data is available for this year.$2.32$0.00$2.32$0.10$0.18$0.07
2015Detailed filing. Detailed filing data is available for this year.$2.40$0.00$2.40$0.11$0.19$0.08