Civic Intelligence

Donald J Beck Trust

990 • Fiscal year 2024 • EIN 26-6717210

Jan 01, 2024 to Dec 31, 2024 • Filed on Apr 21, 2025

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

18th percentile

0.00x

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

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Liabilities / Revenue

18th percentile

0.00x

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

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Net Margin

26th percentile

-6.3%

Higher net margin than 26% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Top Officer Pay

44th percentile

$26,490

Higher top officer pay than 44% of similar nonprofits.

Top officer pay equals 20.7% of source-year revenue.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Source year 2024

Asset Growth

35th percentile

-0.4%

Faster asset growth than 35% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Revenue Growth

59th percentile

14%

Faster revenue growth than 59% of similar nonprofits.

2024 filings • 501(c)3 • $1M-$5M nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets18th percentile

Assets

Down

$2,057,033

Down $8,118 (-0.4%) from 2023

Net Assets

Down

$2,057,033

Down $8,118 (-0.4%) from 2023

Liabilities

Flat

$0

Flat from 2023

Revenue And Expenses
Liabilities / Revenue18th percentileNet Margin26th percentile

Revenue

Up

$127,935

Up $15,585 (+14%) from 2023

Expenses

Up

$136,053

Up $4,713 (+3.6%) from 2023

Net Income

Up

-$8,118

Up $10,872 (+57%) from 2023

Historical Trend

Balance Sheet Trend

Asset Growth35th 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

2024

Assets$2,057,033
Liabilities$0
Net Assets$2,057,033
Open 2024 Filing

Operations Trend

Revenue Growth59th 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

2024

Revenue$127,935
Expenses$136,053
Net Income-$8,118
Open 2024 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
Apr 21, 2025
Return Version
2024v5.1
Gross Receipts
$559,906
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$1,490,409$1,489,756▼ $653
Investments in Publicly Traded Securities$521,610$510,321▼ $11,289
Savings and Temporary Cash Investments$53,132$56,956▲ $3,824
Rtn Earn Endowment Incm Other Fnds$-445,244$-453,362▼ $8,118
Total Assets$2,065,151$2,057,033▼ $8,118
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$2,065,151$2,057,033▼ $8,118
Total Liabilities and Net Assets / Fund Balance$2,065,151$2,057,033▼ $8,118

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings$2,941$34,620-
Land$1,486,815--
Compensation and Service Providers
Top Officer Pay44th percentile

Employees

NameTitleBaseTotal
-Trustee$26,490$26,490
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$30,163
Other Revenue
$97,772
Change in Net Assets
$-8,118
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$108,000
Salaries, Compensation, and Employee Benefits$26,490
Other Expenses$1,563
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$108,000--$108,000
Current Officers, Directors, Trustees, and Key Employees$19,868$6,622$0$26,490
Fees for Services Legal$610$300$0$910
Depreciation Depletion$0$653$0$653
Total Functional Expenses$128,478$7,575$0$136,053
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Nh Educational Excellence FoundationNew Hampton, IA-Supported Organization-
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
Lauren Heuberger
Title
Trust Officer
Phone
6414221600
Signed
2025-04-21
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 417 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/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt0126693
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/PublicSupportCY170Pct00
IRS990ScheduleA/PublicSupportCY509Pct00
IRS990ScheduleA/PublicSupportTotal509Amt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
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IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd010
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt0108000
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IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt0108000
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/LandGrp/BookValueAmt01486815
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt01486815
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt02941
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt034620
IRS990ScheduleD/OtherLandBuildingsGrp/InvestmentCostOrOtherBasisAmt037561
IRS990ScheduleD/TotalBookValueLandBuildingsAmt01489756
IRS990ScheduleI/GrantRecordsMaintainedInd0true
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IRS990ScheduleI/RecipientTable/RecipientBusinessName/BusinessNameLine1Txt0NH EDUCATIONAL EXCELLENCE FOUNDATION
IRS990ScheduleI/RecipientTable/RecipientEIN0421462064
IRS990ScheduleI/RecipientTable/USAddress/AddressLine1Txt0710 W MAIN
IRS990ScheduleI/RecipientTable/USAddress/CityNm0NEW HAMPTON
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IRS990ScheduleI/RecipientTable/USAddress/ZIPCd050659
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.
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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
IRS990ScheduleR/IdRelatedTaxExemptOrgGrp/EIN0421462064
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
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IRS990/SchoolOperatingInd0false
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IRS990/SubjectToExcsTaxNetInvstIncInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TerminateOperationsInd0false
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IRS990/TotalAssetsEOYAmt02057033
IRS990/TotalAssetsGrp/BOYAmt02065151
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IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalEmployeeCnt00
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IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt07575
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt0128478
IRS990/TotalFunctionalExpensesGrp/TotalAmt0136053
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IRS990/TotalLiabilitiesEOYAmt00
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IRS990/TotalLiabilitiesGrp/EOYAmt00
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IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt02057033
IRS990/TotalOtherCompensationAmt00
IRS990/TotalProgramServiceExpensesAmt0128478
IRS990/TotalReportableCompFromOrgAmt026490
IRS990/TotalRevenueGrp/ExclusionAmt0127935
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt00
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0127935
IRS990/TotalRevenueGrp/UnrelatedBusinessRevenueAmt00
IRS990/TotalVolunteersCnt00
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt02065151
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt02057033
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/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0LAUREN HEUBERGER
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUST OFFICER
ReturnHeader/BusinessOfficerGrp/PhoneNum06414221600
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-04-21
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0DONALD J BECK TRUST
ReturnHeader/Filer/BusinessNameControlTxt0DONA
ReturnHeader/Filer/EIN0266717210
ReturnHeader/Filer/PhoneNum06414221600
ReturnHeader/Filer/USAddress/AddressLine1Txt02601 4TH ST SW
ReturnHeader/Filer/USAddress/CityNm0MASON CITY

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

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

Open filing
Assets
$2,057,033
Liabilities
$0
Net assets
$2,057,033
Revenue
$127,935
Expenses
$136,053
Net income
-$8,118
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