Civic Intelligence

Donald J Beck Trust

990 • Fiscal year 2020 • EIN 26-6717210

Jan 01, 2020 to Dec 31, 2020 • Filed on May 16, 2021

Organization ProfileN/A
2601 4th St SWMason City, IA 50401

(641) 422-1600

Siviq Scores

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

Liabilities / Assets

15th percentile

0.00x

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

15th percentile

0.00x

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

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Net Margin

25th percentile

-7.6%

Higher net margin than 25% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

40th percentile

$14,551

Higher top officer pay than 40% of similar nonprofits.

Top officer pay equals 16.5% of source-year revenue.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2020

Asset Growth

30th percentile

-0.3%

Faster asset growth than 30% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

43rd percentile

-2.8%

Faster revenue growth than 43% of similar nonprofits.

2020 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets15th percentile

Assets

Down

$2,123,345

Down $6,765 (-0.3%) from 2019

Net Assets

Down

$2,123,345

Down $6,765 (-0.3%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue And Expenses
Liabilities / Revenue15th percentileNet Margin25th percentile

Revenue

Down

$88,333

Down $2,502 (-2.8%) from 2019

Expenses

Down

$95,019

Down $343 (-0.4%) from 2019

Net Income

Down

-$6,686

Down $2,159 (-48%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth30th 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

2020

Assets$2,123,345
Liabilities$0
Net Assets$2,123,345
Open 2020 Filing

Operations Trend

Revenue Growth43rd 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

2020

Revenue$88,333
Expenses$95,019
Net Income-$6,686
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
May 16, 2021
Return Version
2020v4.1
Gross Receipts
$234,521
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$1,713,338$1,711,120▼ $2,218
Investments in Publicly Traded Securities$318,150$274,541▼ $43,609
Savings and Temporary Cash Investments$98,622$137,684▲ $39,062
Rtn Earn Endowment Incm Other Fnds$-380,285$-387,050▼ $6,765
Total Assets$2,130,110$2,123,345▼ $6,765
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,130,110$2,123,345▼ $6,765
Total Liabilities and Net Assets / Fund Balance$2,130,110$2,123,345▼ $6,765

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$9,465$28,096-
Land$1,701,655--
Compensation and Service Providers
Top Officer Pay40th percentile

Employees

NameTitleBaseTotal
-Trustee$14,551$14,551
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$11,153
Other Revenue
$77,180
Change in Net Assets
$-6,686
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$77,500
Salaries, Compensation, and Employee Benefits$15,301
Other Expenses$2,218
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$77,500--$77,500
Current Officers, Directors, Trustees, and Key Employees$10,913$3,638$0$14,551
Depreciation Depletion$0$2,218$0$2,218
Comp Disqual Persons$563$187$0$750
Total Functional Expenses$88,976$6,043$0$95,019
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Nh Educational Excellence FoundationNew Hampton, IA501(c)(3)Supported Organization$77,500
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 35% controlled entity
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
2601 4TH ST SW, MASON CITY, IA 50401

Signing Officer

Name
Michael Midtgaard
Title
Trustee
Phone
6414221600
Signed
2021-05-16
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
Laird Law Firm Plc
Address
11 4TH ST NE, MASON CITY, IA 50401
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 424 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/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt077500
IRS990/ScheduleBRequiredInd0false
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IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt01701655
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt09465
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt028096
IRS990ScheduleD/OtherLandBuildingsGrp/InvestmentCostOrOtherBasisAmt037561
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01711120
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IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0NH EDUCATIONAL EXCELLENCE FOUNDATION
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IRS990ScheduleI/RecipientTable/USAddress/CityNm0NEW HAMPTON
IRS990ScheduleI/RecipientTable/USAddress/StateAbbreviationCd0IA
IRS990ScheduleI/RecipientTable/USAddress/ZIPCd050659
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IRS990ScheduleI/Total501c3OrgCnt01
IRS990ScheduleI/TotalOtherOrgCnt00
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0true
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IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Pt VI, Line 19
IRS990ScheduleR/AssetExchangeInd0false
IRS990ScheduleR/AssetPurchaseFromOtherOrgInd0false
IRS990ScheduleR/AssetSaleToOtherOrgInd0false
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IRS990ScheduleR/GiftGrntCapContriFromOthOrgInd0false
IRS990ScheduleR/GiftGrntOrCapContriToOthOrgInd0true
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/ControlledOrganizationInd0false
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/DirectControllingEntityName/BusinessNameLine1Txt0NO
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IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/USAddress/CityNm0NEW HAMPTON
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IRS990ScheduleR/LoansOrGuaranteesFromOthOrgInd0false
IRS990ScheduleR/LoansOrGuaranteesToOtherOrgInd0false
IRS990ScheduleR/PaidEmployeesSharingInd0false
IRS990ScheduleR/PerformOfServicesByOtherOrgInd0false
IRS990ScheduleR/PerformOfServicesForOthOrgInd0false
IRS990ScheduleR/ReceiptOfIntAnntsRntsRyltsInd0false
IRS990ScheduleR/ReimbursementPaidByOtherOrgInd0false
IRS990ScheduleR/ReimbursementPaidToOtherOrgInd0false
IRS990ScheduleR/RentalOfFacilitiesToOthOrgInd0false
IRS990ScheduleR/RentalOfFcltsFromOthOrgInd0false
IRS990ScheduleR/SharingOfFacilitiesInd0false
IRS990ScheduleR/TransactionsRelatedOrgGrp/InvolvedAmt077500
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IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
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IRS990/TotalLiabilitiesGrp/EOYAmt00
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IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02123345
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IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt088333
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
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IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02123345
IRS990/TotReportableCompRltdOrgAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/USAddress/AddressLine1Txt02601 4TH ST SW
IRS990/USAddress/CityNm0MASON CITY
IRS990/USAddress/StateAbbreviationCd0IA
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IRS990/VotingMembersGoverningBodyCnt01
IRS990/VotingMembersIndependentCnt01
IRS990/WebsiteAddressTxt0N/A
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ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/FederatedAssuranceLevelCd0FAL1
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ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
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ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
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Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2020 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,123,345
Liabilities
$0
Net assets
$2,123,345
Revenue
$88,333
Expenses
$95,019
Net income
-$6,686
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