Civic Intelligence

Albert J Schmidt Trust

EIN 27-6732089 • Burlington, IA

PO Box 928Burlington, IA 52601
Siviq Scores

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

Liabilities / Assets

30th percentile

0.00x

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

$1M-$5M nonprofits • Source year 2022

Liabilities / Revenue

30th percentile

0.00x

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

$1M-$5M nonprofits • Source year 2022

Net Margin

56th percentile

8.2%

Higher net margin than 56% of similar nonprofits.

$1M-$5M nonprofits • Source year 2022

Top Officer Pay

82nd percentile

$22,159

Higher top officer pay than 82% of similar nonprofits.

Top officer pay equals 15.1% of source-year revenue.

$1M-$5M nonprofits • Source year 2022

Asset Growth

51st percentile

2.8%

Faster asset growth than 51% of similar nonprofits.

$1M-$5M nonprofits • Annualized from 2020 to 2022

Revenue Growth

Score unavailable

No value available

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

Annualized from 2020 to 2022

Balance Sheet
Liabilities / Assets30th percentile

Assets

Up

$1,975,394

Up $88,754 (+4.7%) from 2023

Liabilities

Flat

$0

Flat from 2023

Net Assets

Up

$1,975,394

Up $88,754 (+4.7%) from 2023

Operations
Liabilities / Revenue30th percentileNet Margin56th percentile

Revenue

Up

$204,823

Up $185,305 (+949%) from 2023

Expenses

Down

$116,069

Down $1,925 (-1.6%) from 2023

Net Income

Up

$88,754

Up $187,230 (+190%) from 2023

Trend Graphs

Balance Sheet Trend

Asset Growth51st percentile

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

$3.0M$2.0M$1.0M$0Assets 2017: $2,076,937Liabilities 2017: $0Net Assets 2017: $2,076,9372017Assets 2018: $2,058,555Liabilities 2018: $0Net Assets 2018: $2,058,5552018Assets 2019: $2,042,277Liabilities 2019: $0Net Assets 2019: $2,042,2772019Assets 2020: $1,876,878Liabilities 2020: $0Net Assets 2020: $1,876,8782020Assets 2021: $1,973,063Liabilities 2021: $0Net Assets 2021: $1,973,0632021Assets 2022: $1,985,116Liabilities 2022: $0Net Assets 2022: $1,985,1162022Assets 2023: $1,886,640Liabilities 2023: $0Net Assets 2023: $1,886,6402023Assets 2024: $1,975,394Liabilities 2024: $0Net Assets 2024: $1,975,3942024

Highlighted filing

2024

Assets$1,975,394
Liabilities$0
Net Assets$1,975,394
Open 2024 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$3.0M$2.0M$1.0M$0-$1.0MRevenue 2017: $2,134,372Expenses 2017: $57,435Net Income 2017: $2,076,9372017Revenue 2018: $67,783Expenses 2018: $86,165Net Income 2018: -$18,3822018Revenue 2019: $81,590Expenses 2019: $97,868Net Income 2019: -$16,2782019Revenue 2020: -$48,864Expenses 2020: $116,535Net Income 2020: -$165,3992020Revenue 2021: $212,563Expenses 2021: $116,378Net Income 2021: $96,1852021Revenue 2022: $146,502Expenses 2022: $134,449Net Income 2022: $12,0532022Revenue 2023: $19,518Expenses 2023: $117,994Net Income 2023: -$98,4762023Revenue 2024: $204,823Expenses 2024: $116,069Net Income 2024: $88,7542024

Highlighted filing

2024

Revenue$204,823
Expenses$116,069
Net Income$88,754
Open 2024 Filing

Filings

Most recent year

2024 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$1,975,394
Liabilities
$0
Net assets
$1,975,394
Revenue
$204,823
Expenses
$116,069
Net income
$88,754
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$1.98$0.00$1.98$0.20$0.12$0.09
2023Detailed filing. Detailed filing data is available for this year.$1.89$0.00$1.89$0.02$0.12$0.10
2022Detailed filing. Detailed filing data is available for this year.$1.99$0.00$1.99$0.15$0.13$0.01
2021Detailed filing. Detailed filing data is available for this year.$1.97$0.00$1.97$0.21$0.12$0.10
2020Detailed filing. Detailed filing data is available for this year.$1.88$0.00$1.88$0.05$0.12$0.17
2019Detailed filing. Detailed filing data is available for this year.$2.04$0.00$2.04$0.08$0.10$0.02
2018Detailed filing. Detailed filing data is available for this year.$2.06$0.00$2.06$0.07$0.09$0.02
2017Detailed filing. Detailed filing data is available for this year.$2.08$0.00$2.08$2.13$0.06$2.08
Latest Filing Detail
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 8, 2025
Return Version
2024v5.0
Compensation and Service Providers
Top Officer Pay82nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
FARMERS MERCHANTS BANK TRUSTTrustee-$20,353-$20,353
Filing and Contact Details

Filer

Filer Name
Albert J Schmidt Trust
EIN
27-6732089
Phone
3197542250
Address
PO BOX 928, BURLINGTON, IA 52601

Signing Officer

Name
Farmers Merchants Bank Trust
Title
Trustee
Phone
3197542250
Signed
2025-05-08
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 Appendix261 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/Amt0675
AccountingFeesSchedule/AccountingFeesDetail/CategoryTxt0INDIRECT ACCOUNTING FEES
AccountingFeesSchedule/AccountingFeesDetail/DisbursementsCharitablePrpsAmt0338
AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt0337
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/BondNm0CORPORATE BONDS
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYBookValueAmt0431592
InvestmentsCorpBondsSchedule/InvestmentsCorporateBondsGrp/EOYFMVAmt0423291
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYBookValueAmt0731259
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/EOYFMVAmt0915862
InvestmentsCorpStockSchedule/InvestmentsCorporateStockGrp/StockNm0CORPORATE STOCK
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionAmt038332
IRS990PF/AnalysisIncomeProducingActyGrp/DividendsAndInterestFromSecDtl/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionAmt0144829
IRS990PF/AnalysisIncomeProducingActyGrp/GainSalesAstOthThanInvntryGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionAmt021449
IRS990PF/AnalysisIncomeProducingActyGrp/IntOnSavAndTempCashInvstGrp/ExclusionCd014
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/Desc0TAX REFUND
IRS990PF/AnalysisIncomeProducingActyGrp/OtherRevenueDescribedGrp/RelatedOrExemptFunctionIncmAmt0213
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/ExclusionAmt0204610
IRS990PF/AnalysisIncomeProducingActyGrp/SubtotalsIncmProducingActyGrp/RelatedOrExemptFunctionIncmAmt0213
IRS990PF/AnalysisIncomeProducingActyGrp/TotalIncomeProducingActyAmt0204823
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesChrtblPrpsAmt0338
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncmAmt0337
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnssAmt0675
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncomeAmt094876
IRS990PF/AnalysisOfRevenueAndExpenses/CapGainNetIncmNetInvstIncmAmt0144829
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstDsbrsChrtblAmt010176
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstNetInvstIncmAmt010177
IRS990PF/AnalysisOfRevenueAndExpenses/CompOfcrDirTrstRevAndExpnssAmt020353
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidDsbrsChrtblAmt088274
IRS990PF/AnalysisOfRevenueAndExpenses/ContriPaidRevAndExpnssAmt088274
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncmAmt038332
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncmAmt038332
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnssAmt038332
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt088754
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPriceAmt0933849
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavingsAdjNetIncmAmt021449
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavNetInvstIncmAmt021449
IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt021449
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesDsbrsChrtblAmt0966
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesNetInvstIncmAmt0966
IRS990PF/AnalysisOfRevenueAndExpenses/LegalFeesRevAndExpnssAmt01932
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAstRevAndExpnssAmt0144829
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncomeAmt0188295
IRS990PF/AnalysisOfRevenueAndExpenses/NetSTCapitalGainAdjNetIncmAmt034882
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncmAmt04752
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnssAmt04752
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeAdjNetIncmAmt0213
IRS990PF/AnalysisOfRevenueAndExpenses/OtherIncomeRevAndExpnssAmt0213
IRS990PF/AnalysisOfRevenueAndExpenses/ScheduleBNotRequiredInd0X
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncmAmt083
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnssAmt083
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjNetIncmAmt094876
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblAmt099754
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncmAmt016315
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnssAmt0116069
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvstIncmAmt0204610
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevAndExpnssAmt0204823
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblAmt011480
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncmAmt016315
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnssAmt027795
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt02024-01-11
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/AcquiredDt12018-07-26
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt0319490
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/CostOrOtherBasisAmt1469530
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt034882
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainOrLossAmt198096
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt034882
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GainsMinusExcessOrLossesAmt198096
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt0354372
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/GrossSalesPriceAmt1567626
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd0P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/HowAcquiredCd1P
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0NET STCG
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1NET LTCG
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt02024-11-19
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/SoldDt12024-12-16
IRS990PF/CapGainsLossTxInvstIncmDetail/CapitalGainNetIncomeAmt0144829
IRS990PF/CapGainsLossTxInvstIncmDetail/NetShortTermCapitalGainLossAmt034882
IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt088754
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt01975394
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesBOYAmt01886640
IRS990PF/ChgInNetAssetsFundBalancesGrp/TotNetAstOrFundBalancesEOYAmt01975394
IRS990PF/DistributableAmountGrp/DistributableAsAdjustedAmt0104547
IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt0104547
IRS990PF/DistributableAmountGrp/DistributableBeforeDedAmt0104547
IRS990PF/DistributableAmountGrp/MinimumInvestmentReturnAmt0107164
IRS990PF/DistributableAmountGrp/TaxBasedOnInvestmentIncomeAmt02617
IRS990PF/DistributableAmountGrp/TotalTaxAmt02617
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/EstimatedPlusOvpmtIncmTxAmt0796
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/InvestmentIncomeExciseTaxAmt02617
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/SubtotalAmt02617
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxBasedOnInvestmentIncomeAmt02617
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TaxDueAmt01821
IRS990PF/ExciseTaxBasedOnInvstIncmGrp/TotalPaymentsAndCreditsAmt0796
IRS990PF/FMVAssetsEOYAmt02212227
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsBOYAmt0432493
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYAmt0431592
IRS990PF/Form990PFBalanceSheetsGrp/CorporateBondsEOYFMVAmt0423291
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockBOYAmt0552205
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYAmt0731259
IRS990PF/Form990PFBalanceSheetsGrp/CorporateStockEOYFMVAmt0915862
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsBOYAmt01886640
IRS990PF/Form990PFBalanceSheetsGrp/NoDonorRstrNetAssestsEOYAmt01975394
IRS990PF/Form990PFBalanceSheetsGrp/OrganizationFollowsFASB117Ind0X
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsBOYAmt0546163
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYAmt0761426
IRS990PF/Form990PFBalanceSheetsGrp/OtherAssetsEOYFMVAmt0821957
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstBOYAmt0355779
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYAmt051117
IRS990PF/Form990PFBalanceSheetsGrp/SavAndTempCashInvstEOYFMVAmt051117
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsBOYAmt01886640
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYAmt01975394
IRS990PF/Form990PFBalanceSheetsGrp/TotalAssetsEOYFMVAmt02212227
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesEOYAmt00
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstBOYAmt01886640
IRS990PF/Form990PFBalanceSheetsGrp/TotalLiabilitiesNetAstEOYAmt01975394
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesBOYAmt01886640
IRS990PF/Form990PFBalanceSheetsGrp/TotNetAstOrFundBalancesEOYAmt01975394
IRS990PF/MethodOfAccountingAccrualInd0X
IRS990PF/MinimumInvestmentReturnGrp/AdjustedTotalFMVOfUnusedAstAmt02175921
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyCashBalancesAmt027631
IRS990PF/MinimumInvestmentReturnGrp/AverageMonthlyFMVOfSecAmt02148290
IRS990PF/MinimumInvestmentReturnGrp/CashDeemedCharitableAmt032639
IRS990PF/MinimumInvestmentReturnGrp/FMVAllOtherNoncharitableAstAmt00
IRS990PF/MinimumInvestmentReturnGrp/MinimumInvestmentReturnAmt0107164
IRS990PF/MinimumInvestmentReturnGrp/NetVlNoncharitableAssetsAmt02143282
IRS990PF/MinimumInvestmentReturnGrp/TotalFMVOfUnusedAssetsAmt02175921
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdEmplOrNONETxt0NONE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/AverageHrsPerWkDevotedToPosRt01.00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/CompensationAmt020353
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/EmployeeBenefitProgramAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/ExpenseAccountOtherAllwncAmt00
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0FARMERS MERCHANTS BANK TRUST
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0PO BOX 928
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/CityNm0BURLINGTON
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/StateAbbreviationCd0IA
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/ZIPCd052601
IRS990PF/Organization501c3ExemptPFInd0X
IRS990PF/PFQualifyingDistributionsGrp/ExpensesAndContributionsAmt099754
IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt099754
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/SubjToTaxRmnrtnExPrchtPymtInd0false
IRS990PF/StatementsRegardingActy4720Grp/TransferAstDisqualifiedPrsnInd0false
IRS990PF/StatementsRegardingActy4720Grp/UncorrectedPYJeopardyInvstInd0false
IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePYInd0false
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/IndividualWithBooksNm0FARMERS MERCHANTS BANK TRUST
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0PO BOX 928
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0BURLINGTON
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0IA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd052601
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum03197542250
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0N/A
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/Amt088274
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/GrantOrContributionPurposeTxt0CHARITABLE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientBusinessName/BusinessNameLine1Txt0SOUTHEASTERN COMMUNITY COLLEGE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientFoundationStatusTxt0NON PROFIT
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/AddressLine1Txt01500 W AGENCY RD
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/CityNm0WEST BURLINGTON
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/StateAbbreviationCd0IA
IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientUSAddress/ZIPCd052655
IRS990PF/SupplementaryInformationGrp/OnlyContriToPreselectedInd0X
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt088274
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/AppliedToCurrentYearAmt011480
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt088274
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0104547
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt099754
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt093067
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt088274
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt0966
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt01932
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt0966
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0546163
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0MUTUAL FUNDS
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0761426
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0821957
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BOND AMORTIZATION
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt04752
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt04752
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt0213
OtherIncomeSchedule2/OtherIncomeDetail/Desc0TAX REFUND
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt0213
TaxesSchedule/TaxesDetail/Amt083
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FORM 990PF
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt083
ReturnHeader/BuildTS02025-03-06 01:10:19Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0FARMERS MERCHANTS BANK TRUST
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03197542250
ReturnHeader/BusinessOfficerGrp/SignatureDt02025-05-08
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ALBERT J SCHMIDT TRUST
ReturnHeader/Filer/BusinessNameControlTxt0ALBE
ReturnHeader/Filer/EIN0276732089
ReturnHeader/Filer/PhoneNum03197542250
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 928
ReturnHeader/Filer/USAddress/CityNm0BURLINGTON
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd052601
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
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/PreparationDt02025-05-08
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAY W HENRICH
ReturnHeader/ReturnTs02025-05-12T16:13:02-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02024-01-01
ReturnHeader/TaxPeriodEndDt02024-12-31
ReturnHeader/TaxYr02024

Document Assets

No mirrored PDF or thumbnail assets are attached yet.