Civic Intelligence

Brunk Educational Fund

990PF • Fiscal year 2014 • EIN 27-6291805

Jan 01, 2014 to Dec 31, 2014 • Filed on Apr 30, 2015

212 West WillowCherokee, IA 51012

(712) 225-3000

Siviq Scores

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

Liabilities / Assets

28th percentile

0.00x

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

2014 filings • $1M-$5M nonprofits • Source year 2014

Liabilities / Revenue

27th percentile

0.00x

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

2014 filings • $1M-$5M nonprofits • Source year 2014

Net Margin

97th percentile

92%

Higher net margin than 97% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Source year 2014

Top Officer Pay

45th percentile

$9,429

Higher top officer pay than 45% of similar nonprofits.

Top officer pay equals 4.7% of source-year revenue.

2014 filings • $1M-$5M nonprofits • Source year 2014

Asset Growth

58th percentile

3.6%

Faster asset growth than 58% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2013 to 2014

Revenue Growth

81st percentile

36%

Faster revenue growth than 81% of similar nonprofits.

2014 filings • $1M-$5M nonprofits • Annualized from 2013 to 2014

Assets

Up

$3,272,734

Up $113,273 (+3.6%) from 2013

Net Assets

Up

$3,272,734

Up $181,984 (+5.9%) from 2013

Liabilities

Down

$0

Down $68,711 (-100%) from 2013

Revenue

Up

$198,545

Up $52,300 (+36%) from 2013

Expenses

Up

$16,560

Up $1,553 (+10%) from 2013

Net Income

Up

$181,985

Up $50,747 (+39%) from 2013

Historical Trend

Balance Sheet Trend

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

$6.0M$4.0M$2.0M$0Assets 2013: $3,159,461Liabilities 2013: $68,711Net Assets 2013: $3,090,7502013Assets 2014: $3,272,734Liabilities 2014: $0Net Assets 2014: $3,272,7342014Assets 2015: $3,420,573Liabilities 2015: $2,348Net Assets 2015: $3,418,2252015Assets 2016: $3,532,139Liabilities 2016: $0Net Assets 2016: $3,532,1392016Assets 2017: $3,821,124Liabilities 2017: $0Net Assets 2017: $3,821,1242017Assets 2018: $4,059,116Liabilities 2018: $0Net Assets 2018: $4,059,1162018Assets 2019: $4,202,189Liabilities 2019: $0Net Assets 2019: $4,202,1892019Assets 2020: $4,768,183Liabilities 2020: $5,727Net Assets 2020: $4,762,4562020Assets 2021: $4,887,099Liabilities 2021: $0Net Assets 2021: $4,887,0992021Assets 2022: $4,668,626Liabilities 2022: $0Net Assets 2022: $4,668,6262022Assets 2023: $4,726,281Liabilities 2023: $0Net Assets 2023: $4,726,2812023Assets 2024: $4,846,018Liabilities 2024: $0Net Assets 2024: $4,846,0182024

Highlighted filing

2014

Assets$3,272,734
Liabilities$0
Net Assets$3,272,734

Operations Trend

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

$1.0M$500K$0-$500KRevenue 2013: $146,245Expenses 2013: $15,007Net Income 2013: $131,2382013Revenue 2014: $198,545Expenses 2014: $16,560Net Income 2014: $181,9852014Revenue 2015: $161,838Expenses 2015: $16,345Net Income 2015: $145,4932015Revenue 2016: $138,107Expenses 2016: $24,190Net Income 2016: $113,9172016Revenue 2017: $305,169Expenses 2017: $16,182Net Income 2017: $288,9872017Revenue 2018: $271,724Expenses 2018: $33,713Net Income 2018: $238,0112018Revenue 2019: $165,926Expenses 2019: $42,848Net Income 2019: $123,0782019Revenue 2020: $608,401Expenses 2020: $48,134Net Income 2020: $560,2672020Revenue 2021: $166,335Expenses 2021: $41,692Net Income 2021: $124,6432021Revenue 2022: -$163,660Expenses 2022: $54,813Net Income 2022: -$218,4732022Revenue 2023: $108,679Expenses 2023: $51,024Net Income 2023: $57,6552023Revenue 2024: $180,498Expenses 2024: $60,761Net Income 2024: $119,7372024

Highlighted filing

2014

Revenue$198,545
Expenses$16,560
Net Income$181,985
Jump To
Filing Snapshot
Filing Period
Jan 1, 2014 to Dec 31, 2014
Signed
Apr 30, 2015
Return Version
2014v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
-Trustee-$9,429-$9,429
Filing and Contact Details

Filer

Filer Name
Brunk Educational Fund
EIN
27-6291805
Phone
7122253000
Address
212 WEST WILLOW, CHEROKEE, IA 51012

Signing Officer

Name
James Mohn
Title
Trustee
Phone
7122253000
Signed
2015-04-30

Preparer

Firm
Burkhardt & Dawson Cpas
Address
793 NORTH SECOND STREET, CHEROKEE, IA 51012
Preparer
Laura M Dawson CPA
Phone
7122255755
Raw XML Appendix383 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
AccountingFeesSchedule/AccountingFeesDetail/AdjustedNetIncomeAmt0497
AccountingFeesSchedule/AccountingFeesDetail/Amt0995
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0TAX PREPARATION FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt0498
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt0498
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AcquiredDt02010-09
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/AssetDesc0FHLB
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/BasisAmt030000
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/GrossSalesPriceAmt028305
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/HowAcquiredTxt0PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/SoldDt02014-08
GainLossSaleOtherAssetsSch/GainLossSaleOtherAssetGrp/TotalNetAmt0-1695
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0BAIRD CORE PLUS BOND
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm1BUFFALO FLEXIBLE INCOME FUND
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm2FPA CRESCENT SEC
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm3LAUDUS MUTUAL FUND
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm4PAYDEN MUTUAL FUND
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm5PIMCO MUTUAL FUND INCOME
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt0307183
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt1304824
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt2325651
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt3407549
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt4200117
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt5301217
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt0310231
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt1363296
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt2400285
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt3478017
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt4184376
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt5325684
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt075034
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt174992
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt224936
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt324992
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt450071
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt550007
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt674971
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt749997
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt824994
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt949980
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1075027
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1127526
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1216901
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1325026
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1449950
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1550044
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1675040
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1749935
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1824990
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt1974955
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt2023755
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt075275
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1114257
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt216634
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt324828
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt446926
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt587660
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt675281
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt770385
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt836416
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt969578
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1094818
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1122675
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1226082
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1339527
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1472464
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1567253
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt16120656
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1777124
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1818635
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt1985327
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt2019990
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0AT & T INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm1ALTRIA GROUP INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm2AMERICAN CAPITAL AGENCY CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm3ARES CAPITAL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm4BP PLC SPONS ADR
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm5BRIOL MYERS SQUIBB
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm6CENTURY LINK INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm7CINCINNATI FINANCIAL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm8RR DONNELLEY & SONS CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm9DUPONT & COMPANY
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm10DUKE ENERGY STOCK
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm11ELLINGTON FINANCIAL LLC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm12HOLLY ENERGY PARTNERS LP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm13JOHNSON & JOHNSON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm14MERCK & CO
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm15PPFIZER INCORPORATED
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm16PITNEY BOWES INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm17REYNOLDS AMERICAN INC
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm18PROSPECT CAPITAL CORP
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm19VERIZON
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm20WINDSTREAM CORP
InvestmentsGovtObligationsSch/USGovtObligationsBookVlEOYAmt0130000
InvestmentsGovtObligationsSch/USGovtObligationsEOYFMVAmt0124037
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionAmt0109083
IRS990PF/AnalysisIncomeProducingActyGrp/DivAndIntFromSecPartVIIGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt082847
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt05090
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0ELLINGTON FINANCIAL
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc1HOLLY ENERGY
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt02704
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionAmt1-1179
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/ExclusionCd114
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0198545
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0198545
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesAdjNetIncmAmt0497
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt0498
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt0498
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt0995
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt0109248
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt084542
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstAdjNetIncmAmt04715
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt04714
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt04714
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt09429
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt00
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt0109083
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt0109083
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt0109083
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt0181985
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0112847
IRS990PF/AnalysisOfRevenueAndExpenses/InterestAdjNetIncmAmt0484
IRS990PF/AnalysisOfRevenueAndExpenses/InterestNetInvstIncmAmt0484
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt05090
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt05090
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt05090
IRS990PF/AnalysisOfRevenueAndExpenses/InterestRevAndExpnssAmt0484
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesAdjNetIncmAmt0626
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt0625
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt0625
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt01251
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt082847
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0193791
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesAdjNetIncmAmt0128
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt0128
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt0128
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeAdjNetIncmAmt01525
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeNetInvstIncmAmt01525
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt01525
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt04273
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt0115698
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesAdjNetIncmAmt06450
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt05837
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt06449
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt016560
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0200240
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0198545
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesAdjNetIncmAmt06450
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt05837
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt06449
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt016560
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt084542
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0181985
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt01
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt03272735
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt03090750
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt03272734
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0170598
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0170598
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0170598
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0172536
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt01938
IRS990PF/DistributableAmountGrp/TotalTaxAmt01938
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/DomesticOrgMeetingSect4940eInd0X
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt01400
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt01938
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt01938
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt01938
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt0538
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt01400
IRS990PF/FMVAssetsEOYAmt03750787
IRS990PF/Form990PFBalanceSheetsGrp/CashBOYAmt0135356
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYAmt064640
IRS990PF/Form990PFBalanceSheetsGrp/CashEOYFMVAmt064640
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt01706985
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt01846541
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt02061889
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0996967
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0993123
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt01261791
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsSFAS117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt079473
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt0238430
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt0238430
IRS990PF/Form990PFBalanceSheetsGrp/OtherLiabilitiesBOYAmt068711
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt080680
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt03159461
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt03272734
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt03750787
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesBOYAmt068711
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt03159461
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt03272734
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt03090750
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt03272734
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedBOYAmt03090750
IRS990PF/Form990PFBalanceSheetsGrp/UnrestrictedEOYAmt03272734
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsBOYAmt0160000
IRS990PF/Form990PFBalanceSheetsGrp/USGovernmentObligationsEOYAmt0130000
IRS990PF/Form990PFBalanceSheetsGrp/USGovtObligationsEOYFMVAmt0124037
IRS990PF/MethodOfAccountingCashInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt03503259
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt086737
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt03416522
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt052549
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0172536
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt03450710
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt03503259
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt02.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/BusinessName/BusinessNameLine1Txt0CHEROKEE STATE BANK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/BusinessName/BusinessNameLine2Txt0CHEROKEE STATE BANK
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt09429
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0212 WEST WILLOW ST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0CHEROKEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0IA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd051012
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNetVlNoncharitableAssetsAmt046981
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjNonchrtblNetInvstIncmPctAmt048919
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr1Amt082035
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr2Amt05288
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AdjustedQlfyDistriYr3Amt050215
IRS990PF/QlfyUndSect4940eReducedTaxGrp/AverageDistributionRt00.013615
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr1Rt00.025411
IRS990PF/QlfyUndSect4940eReducedTaxGrp/DistributionYr2Rt00.001818
IRS990PF/QlfyUndSect4940eReducedTaxGrp/LiableSection4942TaxInd0false
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetInvestmentIncomePctAmt01938
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsAmt03450710
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr1Amt03228311
IRS990PF/QlfyUndSect4940eReducedTaxGrp/NetVlNoncharitableAssetsYr2Amt02908272
IRS990PF/QlfyUndSect4940eReducedTaxGrp/QualifyingDistributionsAmt0168337
IRS990PF/QlfyUndSect4940eReducedTaxGrp/TotalDistributionRt00.027229
IRS990PF/QualifyingDistriPartXIIGrp/AdjustedQualifyingDistriAmt0166399
IRS990PF/QualifyingDistriPartXIIGrp/ExpensesAndContributionsAmt05837
IRS990PF/QualifyingDistriPartXIIGrp/PctSect4940eOrgNetInvstIncmAmt01938
IRS990PF/QualifyingDistriPartXIIGrp/ProgramRelatedInvstTotalAmt0162500
IRS990PF/QualifyingDistriPartXIIGrp/QualifyingDistributionsAmt0168337
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd0false
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToIndividualsInd0false
IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceElectionInd0false
IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd0false
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd0false
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayCompDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/PaymentToGovernmentOfficialInd0false
IRS990PF/StatementsRegardingActy4720Grp/PayPremiumsPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/ProhibitedTaxShelterTransInd0false
IRS990PF/StatementsRegardingActy4720Grp/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990PF/StatementsRegardingActy4720Grp/SaleOrExchDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistrIncmSect4942a2AppYr4Yr02012
IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
IRS990PF/StatementsRegardingActyGrp/ChangesToArticlesOrBylawsInd0false
IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0JAMES MOHN
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0212 WEST WILLOW
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0CHEROKEE
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0IA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd051012
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0IA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum07122253000
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0NONE
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0LOANS MADE IN 2014 TO ASSIST COLLEGE STUDENTS COSTS
IRS990PF/SumOfProgramRelatedInvstGrp/Expenses1Amt0162500
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt0162500
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0LOAN APPLICATIONS ARE ATTACHED AS SAMPLES
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0JAMES MOHN MGR
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum07122253000
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0CHEROKEE STATE BANK
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine2Txt0212 W WILLOW ST
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0CHEROKEE
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0IA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd051012
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0LOANS ARE FIRST GRANTED TO STUDENTS WHO ARE RESIDENTS OF CHEROKEE COUNTY, IOWA, AND IN THE EVENT THAT AVAILABLE FUNDS ARE NOT EXHAUSTED BY SUCH GRANTS, THE FUNDS MAY BE USED FOR LOANS TO STUDENTS WHO RESIDE IN OTHER IOWA COUNTIES.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0MAY 1ST
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/AppliedToCurrentYearAmt03487
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt04822
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0160028
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0170598
IRS990PF/UndistributedIncomeGrp/PriorYear3Yr02012
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0168337
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt04822
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0167111
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0160028
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt0626
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0ATTORNEY FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt0625
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt01251
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt0625
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt02772
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt176701
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0DIVIDEND RECEIVABLE
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1STUDENT LOANS
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0629
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt1237801
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0629
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt1237801
OtherDecreasesSchedule/OtherDecreasesDetail/Amt01
OtherDecreasesSchedule/OtherDecreasesDetail/Desc0HOLLY ENERGY NONDEDUCT EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt0128
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1MISCELLANEOUS EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0128
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0128
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt02704
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt1-1179
OtherIncomeSchedule2/OtherIncomeDetail/Desc0ELLINGTON FINANCIAL
OtherIncomeSchedule2/OtherIncomeDetail/Desc1HOLLY ENERGY
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt02704
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt1-1179
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt02704
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt1-1179
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/BOYBookValueAmt068711
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0CASH MANAGEMENT PAYABLE
TaxesSchedule/TaxesDetail/Amt04273
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/BusinessOfficerGrp/PersonNm0JAMES MOHN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07122253000
ReturnHeader/BusinessOfficerGrp/SignatureDt02015-04-30
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BRUNK EDUCATIONAL FUND
ReturnHeader/Filer/BusinessNameControlTxt0BRUN
ReturnHeader/Filer/EIN0276291805
ReturnHeader/Filer/PhoneNum07122253000
ReturnHeader/Filer/USAddress/AddressLine1Txt0212 WEST WILLOW
ReturnHeader/Filer/USAddress/CityNm0CHEROKEE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd051012
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0201892306
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0BURKHARDT & DAWSON CPAS
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0793 NORTH SECOND STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0CHEROKEE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd051012
ReturnHeader/PreparerPersonGrp/PhoneNum07122255755
ReturnHeader/PreparerPersonGrp/PreparationDt02015-05-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LAURA M DAWSON CPA
ReturnHeader/ReturnTs02015-05-07T09:25:35-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02014-01-01
ReturnHeader/TaxPeriodEndDt02014-12-31
ReturnHeader/TaxYr02014

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$4.85$0.00$4.85$0.18$0.06$0.12
2023XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.73$0.00$4.73$0.11$0.05$0.06
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.67$0.00$4.67$0.16$0.05$0.22
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.89$0.00$4.89$0.17$0.04$0.12
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.77$0.01$4.76$0.61$0.05$0.56
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.20$0.00$4.20$0.17$0.04$0.12
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$4.06$0.00$4.06$0.27$0.03$0.24
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.82$0.00$3.82$0.31$0.02$0.29
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.53$0.00$3.53$0.14$0.02$0.11
2015Detailed filing. Detailed filing data is available for this year.$3.42$0.00$3.42$0.16$0.02$0.15
2014Detailed filing. Detailed filing data is available for this year.$3.27$0.00$3.27$0.20$0.02$0.18
2013Detailed filing. Detailed filing data is available for this year.$3.16$0.07$3.09$0.15$0.02$0.13