Civic Intelligence

Brunk Educational Fund

990PF • Fiscal year 2020 • EIN 27-6291805

Jan 01, 2020 to Dec 31, 2020 • Filed on Apr 21, 2021

Organization Profile
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

35th percentile

0.00x

Higher debt load relative to assets than 35% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Liabilities / Revenue

37th percentile

0.01x

Higher debt load relative to revenue than 37% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Net Margin

96th percentile

92%

Higher net margin than 96% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Source year 2020

Top Officer Pay

58th percentile

$40,841

Higher top officer pay than 58% of similar nonprofits.

Top officer pay equals 6.7% of source-year revenue.

2020 filings • $1M-$5M nonprofits • Source year 2020

Asset Growth

71st percentile

13%

Faster asset growth than 71% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Revenue Growth

96th percentile

267%

Faster revenue growth than 96% of similar nonprofits.

2020 filings • $1M-$5M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets35th percentile

Assets

Up

$4,768,183

Up $565,994 (+13%) from 2019

Net Assets

Up

$4,762,456

Up $560,267 (+13%) from 2019

Liabilities

Up

$5,727

Up $5,727 from 2019

Revenue And Expenses
Liabilities / Revenue37th percentileNet Margin96th percentile

Revenue

Up

$608,401

Up $442,475 (+267%) from 2019

Expenses

Up

$48,134

Up $5,286 (+12%) from 2019

Net Income

Up

$560,267

Up $437,189 (+355%) from 2019

Historical Trend

Balance Sheet Trend

Asset Growth71st percentile

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

2020

Assets$4,768,183
Liabilities$5,727
Net Assets$4,762,456
Open 2020 Filing

Operations Trend

Revenue Growth96th percentile

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

2020

Revenue$608,401
Expenses$48,134
Net Income$560,267
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Apr 21, 2021
Return Version
2020v4.0
Compensation and Service Providers
Top Officer Pay58th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-TrusteePT$40,841-$40,841
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
Cherokee State Bank
Title
Trustee
Phone
7122253000
Signed
2021-04-21

Preparer

Firm
Burkhardt & Dawson Cpas
Address
793 NORTH SECOND STREET, CHEROKEE, IA 51012
Preparer
Laura M Dawson CPA
Phone
7122255755
Raw XML Appendix327 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/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/PersonsWithBooksName/BusinessNameLine1Txt0JARED KOCH
IRS990PF/StatementsRegardingActyGrp/PhoneNum07122253000
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0NONE
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0LOANS MADE IN 2020 TO ASSIST COLLEGE STUDENTS COSTS
IRS990PF/SumOfProgramRelatedInvstGrp/Expenses1Amt0122764
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt0122764
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0LOAN APPLICATIONS ARE ATTACHED AS SAMPLES
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0JARED KOCH
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/AppliedToCurrentYearAmt017940
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0137447
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0173810
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0155387
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0155870
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0137447
LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt0242
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0ATTORNEY FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt0725
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0967
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt0242
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0278
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt11003551
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0CASH MANAGEMENT
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1STUDENT LOANS
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc2DIVIDEND RECEIVABLE
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt01090880
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt13474
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt01090880
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt13474
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt0126
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1MISCELLANEOUS
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt0126
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt0126
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt0-1161
OtherIncomeSchedule2/OtherIncomeDetail/Desc0HOLLY ENERGY
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt0-1161
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0-1161
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/Desc0CASH MANAGEMENT
OtherLiabilitiesSchedule/OtherLiabilitiesDetail/EOYBookValueAmt05727
TaxesSchedule/TaxesDetail/Amt04510
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/PersonNm0CHEROKEE STATE BANK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07122253000
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-04-21
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/PreparationDt02021-04-21
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LAURA M DAWSON CPA
ReturnHeader/ReturnTs02021-04-26T08:54:41-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JARED
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0KOCH
ReturnHeader/TaxPeriodBeginDt02020-01-01
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$4,768,183
Liabilities
$5,727
Net assets
$4,762,456
Revenue
$608,401
Expenses
$48,134
Net income
$560,267
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
2020Detailed filing. Detailed filing data is available for this year.$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