Civic Intelligence

Brunk Educational Fund

990PF • Fiscal year 2022 • EIN 27-6291805

Jan 01, 2022 to Dec 31, 2022 • Filed on May 11, 2023

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

31st percentile

0.00x

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

2022 filings • $1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2022

Net Margin

98th percentile

133%

Higher net margin than 98% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

Top Officer Pay

60th percentile

$49,983

Higher top officer pay than 60% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Source year 2022

Asset Growth

32nd percentile

-4.5%

Faster asset growth than 32% of similar nonprofits.

2022 filings • $1M-$5M nonprofits • Annualized from 2021 to 2022

Revenue Growth

Score unavailable

No value available

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

Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets31st percentile

Assets

Down

$4,668,626

Down $218,473 (-4.5%) from 2021

Net Assets

Down

$4,668,626

Down $218,473 (-4.5%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin98th percentile

Revenue

Down

-$163,660

Down $329,995 (-198%) from 2021

Expenses

Up

$54,813

Up $13,121 (+31%) from 2021

Net Income

Down

-$218,473

Down $343,116 (-275%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth32nd 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

2022

Assets$4,668,626
Liabilities$0
Net Assets$4,668,626
Open 2022 Filing

Operations Trend

Revenue GrowthScore unavailable

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

2022

Revenue-$163,660
Expenses$54,813
Net Income-$218,473
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 11, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay60th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
-TrusteePT$49,983-$49,983
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
2023-05-11

Preparer

Firm
Burkhardt & Dawson Cpas
Address
793 NORTH SECOND STREET, CHEROKEE, IA 51012
Preparer
Laura M Dawson CPA
Phone
7122255755
Raw XML Appendix285 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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LegalFeesSchedule/LegalFeesGrp/AdjustedNetIncomeAmt0250
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0ATTORNEY FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt0750
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt01000
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt0250
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt01214311
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt12733
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt268
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0STUDENT LOANS
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc1DIVIDEND RECEIVABLE
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc2CASH MANAGEMENT
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt01311068
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt12485
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt2269
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt01311068
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt12485
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt2269
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt04
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1MISCELLANEOUS
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt04
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt04
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt0792
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt11144
TaxesSchedule/TaxesDetail/Amt0792
TaxesSchedule/TaxesDetail/Amt11144
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX
TaxesSchedule/TaxesDetail/CategoryTxt1EXCISE TAX
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt0792
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt11144
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/PersonNm0CHEROKEE STATE BANK
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07122253000
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-11
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/IRSResponsiblePrtyInfoCurrInd0true
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/PreparationDt02023-05-11
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0LAURA M DAWSON CPA
ReturnHeader/ReturnTs02023-05-12T12:14:15-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0JARED
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0KOCH
ReturnHeader/TaxPeriodBeginDt02022-01-01
ReturnHeader/TaxPeriodEndDt02022-12-31
ReturnHeader/TaxYr02022

Document Assets

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Filings

Displayed year

2022 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$4,668,626
Liabilities
$0
Net assets
$4,668,626
Revenue
-$163,660
Expenses
$54,813
Net income
-$218,473
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
2022Detailed filing. Detailed filing data is available for this year.$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