Civic Intelligence

Sheridan-Setterberg Memorial Trust

EIN 27-6232820 • Burlington, IA

PO Box 928Burlington, IA 52601
Siviq Scores

Precomputed percentiles relative to similar nonprofits. These scores are descriptive rather than judgmental.

Liabilities / Assets

63rd percentile

0.00x

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

<$500k nonprofits • Source year 2024

Liabilities / Revenue

66th percentile

0.00x

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

<$500k nonprofits • Source year 2024

Net Margin

77th percentile

23%

Higher net margin than 77% of similar nonprofits.

<$500k nonprofits • Source year 2024

Top Officer Pay

83rd percentile

$2,064

Higher top officer pay than 83% of similar nonprofits.

Top officer pay equals 15.9% of source-year revenue.

<$500k nonprofits • Source year 2024

Asset Growth

60th percentile

2.0%

Faster asset growth than 60% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Revenue Growth

98th percentile

550%

Faster revenue growth than 98% of similar nonprofits.

<$500k nonprofits • Annualized from 2023 to 2024

Balance Sheet
Liabilities / Assets63rd percentile

Assets

Up

$159,896

Up $12,468 (+8.5%) from 2020

Liabilities

Flat

$0

Flat from 2020

Net Assets

Up

$159,896

Up $12,468 (+8.5%) from 2020

Operations
Liabilities / Revenue66th percentileNet Margin77th percentile

Revenue

Up

$23,845

Up $26,831 (+899%) from 2020

Expenses

Up

$11,377

Up $871 (+8.3%) from 2020

Net Income

Up

$12,468

Up $25,960 (+192%) from 2020

Trend Graphs

Balance Sheet Trend

Asset Growth60th percentile

Grouped bars show assets, liabilities, and net assets across loaded filings.

$200K$150K$100K$50K$0Assets 2012: $145,904Liabilities 2012: $0Net Assets 2012: $145,9042012Assets 2014: $175,689Liabilities 2014: $0Net Assets 2014: $175,6892014Assets 2015: $161,355Liabilities 2015: $0Net Assets 2015: $161,3552015Assets 2016: $156,404Liabilities 2016: $0Net Assets 2016: $156,4042016Assets 2017: $156,176Liabilities 2017: $0Net Assets 2017: $156,1762017Assets 2018: $161,091Liabilities 2018: $0Net Assets 2018: $161,0912018Assets 2019: $160,920Liabilities 2019: $0Net Assets 2019: $160,9202019Assets 2020: $147,428Liabilities 2020: $0Net Assets 2020: $147,4282020Assets 2021: $159,896Liabilities 2021: $0Net Assets 2021: $159,8962021

Highlighted filing

2021

Assets$159,896
Liabilities$0
Net Assets$159,896
Open 2021 Filing

Operations Trend

Revenue Growth98th percentile

Revenue, expenses, and net income by year, with the latest filing highlighted.

$40K$20K$0-$20KExpenses 2012: $10,0192012Revenue 2014: $36,297Expenses 2014: $9,242Net Income 2014: $27,0552014Revenue 2015: -$1,831Expenses 2015: $12,503Net Income 2015: -$14,3342015Revenue 2016: $3,759Expenses 2016: $8,757Net Income 2016: -$4,9982016Revenue 2017: $11,022Expenses 2017: $11,250Net Income 2017: -$2282017Revenue 2018: $13,693Expenses 2018: $8,778Net Income 2018: $4,9152018Revenue 2019: $8,215Expenses 2019: $8,386Net Income 2019: -$1712019Revenue 2020: -$2,986Expenses 2020: $10,506Net Income 2020: -$13,4922020Revenue 2021: $23,845Expenses 2021: $11,377Net Income 2021: $12,4682021

Highlighted filing

2021

Revenue$23,845
Expenses$11,377
Net Income$12,468
Open 2021 Filing

Filings

Most recent year

2021 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$159,896
Liabilities
$0
Net assets
$159,896
Revenue
$23,845
Expenses
$11,377
Net income
$12,468
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2021Detailed filing. Detailed filing data is available for this year.$1.60$0.00$1.60$0.24$0.11$0.12
2020Detailed filing. Detailed filing data is available for this year.$1.47$0.00$1.47$0.03$0.11$0.13
2019Detailed filing. Detailed filing data is available for this year.$1.61$0.00$1.61$0.08$0.08$0.00
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.61$0.00$1.61$0.14$0.09$0.05
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.56$0.00$1.56$0.11$0.11$0.00
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.56$0.00$1.56$0.04$0.09$0.05
2015Detailed filing. Detailed filing data is available for this year.$1.61$0.00$1.61$0.02$0.13$0.14
2014Detailed filing. Detailed filing data is available for this year.$1.76$0.00$1.76$0.36$0.09$0.27
2012Detailed filing. Detailed filing data is available for this year.$1.46$0.00$1.46$0.10
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2021 to Dec 31, 2021
Signed
May 13, 2022
Return Version
2021v4.0
Compensation and Service Providers
Top Officer Pay83rd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
FARMERS MERCHANT BANK TRUSTTrustee-$2,141-$2,141
Filing and Contact Details

Filer

Filer Name
Sheridan-setterberg Memorial Trust
EIN
27-6232820
Phone
3197542250
Address
PO BOX 928, BURLINGTON, IA 52601

Signing Officer

Name
Farmers Merchant Bank Trust
Title
Trustee
Phone
3197542250
Signed
2022-05-13
Discuss with paid preparer
Yes

Preparer

Firm
Menke & Company
Address
320 N 3RD ST STE 300, BURLINGTON, IA 52601-5313
Preparer
Jay W Henrich
Phone
3197532000
Raw XML Appendix250 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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IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt08728
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt09845
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt06207
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt07324
TaxesSchedule/TaxesDetail/Amt019
TaxesSchedule/TaxesDetail/Amt1167
TaxesSchedule/TaxesDetail/CategoryTxt0TAX 990 PF
TaxesSchedule/TaxesDetail/CategoryTxt14720 TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0167
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0FARMERS MERCHANT BANK TRUST
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03197542250
ReturnHeader/BusinessOfficerGrp/SignatureDt02022-05-13
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0SHERIDAN-SETTERBERG MEMORIAL TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0SCHOLARSHIP FUND
ReturnHeader/Filer/BusinessNameControlTxt0SHER
ReturnHeader/Filer/EIN0276232820
ReturnHeader/Filer/PhoneNum03197542250
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 928
ReturnHeader/Filer/USAddress/CityNm0BURLINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd052601
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0421363298
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0MENKE & COMPANY
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0320 N 3RD ST STE 300
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0BURLINGTON
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0526015313
ReturnHeader/PreparerPersonGrp/PhoneNum03197532000
ReturnHeader/PreparerPersonGrp/PreparationDt02022-05-13
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAY W HENRICH
ReturnHeader/ReturnTs02022-05-16T10:31:05-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KELLI
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0JOHNSON
ReturnHeader/TaxPeriodBeginDt02021-01-01
ReturnHeader/TaxPeriodEndDt02021-12-31
ReturnHeader/TaxYr02021

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