Civic Intelligence

Sheridan-Setterberg Memorial Trust Scholarship Fund

990PF • Fiscal year 2016 • EIN 27-6232820

Jan 01, 2016 to Dec 31, 2016 • Filed on May 10, 2017

Organization Profile
PO Box 928Burlington, IA 52601

(319) 754-2250

Siviq Scores

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

Liabilities / Assets

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Liabilities / Revenue

58th percentile

0.00x

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

2016 filings • <$500k nonprofits • Source year 2016

Net Margin

6th percentile

-133%

Higher net margin than 6% of similar nonprofits.

2016 filings • <$500k nonprofits • Source year 2016

Top Officer Pay

78th percentile

$1,716

Higher top officer pay than 78% of similar nonprofits.

Top officer pay equals 45.7% of source-year revenue.

2016 filings • <$500k nonprofits • Source year 2016

Asset Growth

39th percentile

-3.1%

Faster asset growth than 39% of similar nonprofits.

2016 filings • <$500k nonprofits • Annualized from 2015 to 2016

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2015 to 2016

Balance Sheet
Liabilities / Assets58th percentile

Assets

Down

$156,404

Down $4,951 (-3.1%) from 2015

Net Assets

Down

$156,404

Down $4,951 (-3.1%) from 2015

Liabilities

Flat

$0

Flat from 2015

Revenue And Expenses
Liabilities / Revenue58th percentileNet Margin6th percentile

Revenue

Up

$3,759

Up $5,590 (+305%) from 2015

Expenses

Down

$8,757

Down $3,746 (-30%) from 2015

Net Income

Up

-$4,998

Up $9,336 (+65%) from 2015

Historical Trend

Balance Sheet Trend

Asset Growth39th percentile

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

$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

2016

Assets$156,404
Liabilities$0
Net Assets$156,404
Open 2016 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this 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

2016

Revenue$3,759
Expenses$8,757
Net Income-$4,998
Open 2016 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2016 to Dec 31, 2016
Signed
May 10, 2017
Return Version
2016v3.0
Compensation and Service Providers
Top Officer Pay78th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
FARMERS MERCHANT BANK TRUSTTrustee-$1,716-$1,716
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
2017-05-10
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 Appendix298 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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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt1TUITION
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm0KAYLEANNA ATWATER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientPersonNm1GABRIELLE KOELKER
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt1NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt010696 PLANK RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt11601 HILLARY AVE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0BURLINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm1BURLINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd1IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd052601
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd152601
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt08670
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt06347
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt07541
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt07887
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02013
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt0406
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt07541
IRS990PF/UndistributedIncomeGrp/Taxable1Amt0406
IRS990PF/UndistributedIncomeGrp/Taxable2Amt0724
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt0406
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt07887
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt08265
OtherIncreasesSchedule/OtherIncreasesDetail/Amt047
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0NET PURCHASES
TaxesSchedule/TaxesDetail/Amt022
TaxesSchedule/TaxesDetail/Amt1122
TaxesSchedule/TaxesDetail/CategoryTxt0TAX 990 PF
TaxesSchedule/TaxesDetail/CategoryTxt1TAX 4720
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt061
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt061
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0FARMERS MERCHANT BANK TRUST
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03197542250
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-05-10
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/FilingSecurityInformation/AtSubmissionCreationDeviceId0CD4CC7A88D02B556BB7F49A5C4D4A0CA5546E11B
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0E2088E6D5C65EC7C0B9D4344ED0C9BEB2B7F9092
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/PreparationDt02017-05-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAY W HENRICH
ReturnHeader/ReturnTs02017-05-10T15:37:16-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02016-01-01
ReturnHeader/TaxPeriodEndDt02016-12-31
ReturnHeader/TaxYr02016

Document Assets

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Filings

Displayed year

2016 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$156,404
Liabilities
$0
Net assets
$156,404
Revenue
$3,759
Expenses
$8,757
Net income
-$4,998
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
2016Detailed filing. Detailed filing data is available for this year.$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