Civic Intelligence

Albert J Schmidt Trust

990PF • Fiscal year 2019 • EIN 27-6732089

Jan 01, 2019 to Dec 31, 2019 • Filed on May 05, 2020

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

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Liabilities / Revenue

29th percentile

0.00x

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

2019 filings • $1M-$5M nonprofits • Source year 2019

Net Margin

18th percentile

-20%

Higher net margin than 18% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Source year 2019

Top Officer Pay

49th percentile

$17,789

Higher top officer pay than 49% of similar nonprofits.

Top officer pay equals 21.8% of source-year revenue.

2019 filings • $1M-$5M nonprofits • Source year 2019

Asset Growth

36th percentile

-0.8%

Faster asset growth than 36% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Revenue Growth

75th percentile

20%

Faster revenue growth than 75% of similar nonprofits.

2019 filings • $1M-$5M nonprofits • Annualized from 2018 to 2019

Balance Sheet
Liabilities / Assets29th percentile

Assets

Down

$2,042,277

Down $16,278 (-0.8%) from 2018

Net Assets

Down

$2,042,277

Down $16,278 (-0.8%) from 2018

Liabilities

Flat

$0

Flat from 2018

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin18th percentile

Revenue

Up

$81,590

Up $13,807 (+20%) from 2018

Expenses

Up

$97,868

Up $11,703 (+14%) from 2018

Net Income

Up

-$16,278

Up $2,104 (+11%) from 2018

Historical Trend

Balance Sheet Trend

Asset Growth36th percentile

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

$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

2019

Assets$2,042,277
Liabilities$0
Net Assets$2,042,277
Open 2019 Filing

Operations Trend

Revenue Growth75th percentile

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

2019

Revenue$81,590
Expenses$97,868
Net Income-$16,278
Open 2019 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2019 to Dec 31, 2019
Signed
May 5, 2020
Return Version
2019v5.0
Compensation and Service Providers
Top Officer Pay49th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
FARMERS MERCHANTS BANK TRUSTTrustee-$17,789-$17,789
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
2020-05-05
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 Appendix291 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/UndistributedIncomeGrp/AppliedToYear1Amt073798
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0101457
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt083756
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt091499
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt073798
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt0425
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt0850
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt0425
OtherAssetsSchedule/OtherAssetsScheduleGrp/BOYBookValueAmt0274410
OtherAssetsSchedule/OtherAssetsScheduleGrp/Desc0MUTUAL FUNDS
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYBookValueAmt0758586
OtherAssetsSchedule/OtherAssetsScheduleGrp/EOYFMVAmt0792991
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0EXPENSES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1BOND AMORTIZATION
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt04092
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt04092
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt010
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0COURT COSTS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt05
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt05
TaxesSchedule/TaxesDetail/Amt060
TaxesSchedule/TaxesDetail/Amt1719
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAX
TaxesSchedule/TaxesDetail/CategoryTxt1FORM 990PF
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt0359
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt060
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt1360
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0FARMERS MERCHANTS BANK TRUST
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum03197542250
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-05-05
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/FilingSecurityInformation/AtSubmissionCreationDeviceId06F24FF0E4068E184B7DE8E6C19CCC575894D1C7C
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId0C1252AC8687DB448A19F4A4F7A5D5DED027DD87E
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt0192.119.236.34
ReturnHeader/FilingSecurityInformation/IPDt02020-05-14
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0CD
ReturnHeader/FilingSecurityInformation/IPTm011:45:22
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/PreparationDt02020-05-05
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0JAY W HENRICH
ReturnHeader/ReturnTs02020-05-14T11:45:22-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/TaxPeriodBeginDt02019-01-01
ReturnHeader/TaxPeriodEndDt02019-12-31
ReturnHeader/TaxYr02019

Document Assets

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Filings

Displayed year

2019 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,042,277
Liabilities
$0
Net assets
$2,042,277
Revenue
$81,590
Expenses
$97,868
Net income
-$16,278
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