Civic Intelligence

Alexander King & Virgina G Scherer Educational Trust

990PF • Fiscal year 2022 • EIN 36-3236104

Jan 01, 2022 to Dec 31, 2022 • Filed on May 10, 2023

Organization Profile
First National Bank 701 LasalleOttawa, IL 61350

(815) 434-0044

Siviq Scores

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

Liabilities / Assets

59th percentile

0.00x

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

2022 filings • <$500k nonprofits • Source year 2022

Liabilities / Revenue

59th percentile

0.00x

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

2022 filings • <$500k nonprofits • Source year 2022

Net Margin

14th percentile

-44%

Higher net margin than 14% of similar nonprofits.

2022 filings • <$500k nonprofits • Source year 2022

Top Officer Pay

80th percentile

$1,222

Higher top officer pay than 80% of similar nonprofits.

Top officer pay equals 58.1% of source-year revenue.

2022 filings • <$500k nonprofits • Source year 2022

Asset Growth

45th percentile

-2.0%

Faster asset growth than 45% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Revenue Growth

24th percentile

-23%

Faster revenue growth than 24% of similar nonprofits.

2022 filings • <$500k nonprofits • Annualized from 2021 to 2022

Balance Sheet
Liabilities / Assets59th percentile

Assets

Down

$45,056

Down $935 (-2.0%) from 2021

Net Assets

Down

$45,056

Down $935 (-2.0%) from 2021

Liabilities

Flat

$0

Flat from 2021

Revenue And Expenses
Liabilities / Revenue59th percentileNet Margin14th percentile

Revenue

Down

$2,102

Down $618 (-23%) from 2021

Expenses

Down

$3,037

Down $44 (-1.4%) from 2021

Net Income

Down

-$935

Down $574 (-159%) from 2021

Historical Trend

Balance Sheet Trend

Asset Growth45th percentile

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

$60K$40K$20K$0Assets 2020: $46,352Liabilities 2020: $0Net Assets 2020: $46,3522020Assets 2021: $45,991Liabilities 2021: $0Net Assets 2021: $45,9912021Assets 2022: $45,056Liabilities 2022: $0Net Assets 2022: $45,0562022Assets 2023: $48,938Liabilities 2023: $0Net Assets 2023: $48,9382023Assets 2024: $47,575Liabilities 2024: $0Net Assets 2024: $47,5752024

Highlighted filing

2022

Assets$45,056
Liabilities$0
Net Assets$45,056
Open 2022 Filing

Operations Trend

Revenue Growth24th percentile

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

$10K$5.0K$0-$5.0KRevenue 2020: $2,664Expenses 2020: $2,956Net Income 2020: -$2922020Revenue 2021: $2,720Expenses 2021: $3,081Net Income 2021: -$3612021Revenue 2022: $2,102Expenses 2022: $3,037Net Income 2022: -$9352022Revenue 2023: $7,384Expenses 2023: $3,502Net Income 2023: $3,8822023Revenue 2024: $2,615Expenses 2024: $3,978Net Income 2024: -$1,3632024

Highlighted filing

2022

Revenue$2,102
Expenses$3,037
Net Income-$935
Open 2022 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2022 to Dec 31, 2022
Signed
May 10, 2023
Return Version
2022v5.0
Compensation and Service Providers
Top Officer Pay80th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
FIRST NATIONAL BANK - TRUST DEPTTrustee-$0$1,222$1,222
Filing and Contact Details

Filer

Filer Name
Alexander King Scherer &
EIN
36-3236104
Phone
8154340044
Address
FIRST NATIONAL BANK 701 LASALLE, OTTAWA, IL 61350

Signing Officer

Name
Kevin Steward
Title
Trustee
Phone
8154340044
Signed
2023-05-10
Discuss with paid preparer
Yes

Preparer

Firm
Roenfeldt & Lockas Pc
Address
1100 COLUMBUS STREET, OTTAWA, IL 61350
Preparer
Duane K Lockas
Phone
8154330464
Raw XML Appendix298 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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AccountingFeesSchedule/AccountingFeesDetail/NetInvestmentIncomeAmt0206
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IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt0-935
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherDecreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt00
IRS990PF/ChgInNetAssetsFundBalancesGrp/SubtotalAmt045056
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IRS990PF/DistributableAmountGrp/DistributableBeforeAdjAmt03741
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IRS990PF/FMVAssetsEOYAmt073076
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IRS990PF/Form990PFBalanceSheetsGrp/AdditionalPaidInCapitalEOYAmt00
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/CompOfHghstPdCntrctOrNONETxt0NONE
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0FIRST NATIONAL BANK - TRUST DEPT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/TitleTxt0TRUSTEE
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/USAddress/AddressLine1Txt0701 LASALLE STREET
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IRS990PF/Organization501c3ExemptPFInd0X
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IRS990PF/PFQualifyingDistributionsGrp/QualifyingDistributionsAmt02646
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt04
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/LineNumberTxt18
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt0EXCESS FUNDS ARE INVESTED IN INCOME-PRODUCING ACCOUNTS TO GENERATE
IRS990PF/RlnOfActyToAccomOfExmptPrpsGrp/RlnOfActyToAccomOfExmptPrpsGrp/RelationshipStatementTxt1REVENUE FOR FUTURE EDUCATIONAL GRANTS
IRS990PF/StatementsRegardingActy4720Grp/BrrwOrLendDisqualifiedPrsnInd00
IRS990PF/StatementsRegardingActy4720Grp/BusinessHoldingsInd00
IRS990PF/StatementsRegardingActy4720Grp/FurnGoodsDisqualifiedPrsnInd00
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IRS990PF/StatementsRegardingActy4720Grp/GrantsToOrganizationsInd00
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IRS990PF/StatementsRegardingActy4720Grp/InfluenceLegislationInd00
IRS990PF/StatementsRegardingActy4720Grp/JeopardyInvestmentsInd00
IRS990PF/StatementsRegardingActy4720Grp/NoncharitablePurposeInd00
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IRS990PF/StatementsRegardingActy4720Grp/UndistributedIncomePY2Yr02020
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IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd00
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd00
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd00
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IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
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IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0TOTAL AMOUNT OF GRANT SHALL NOT EXCEED MORE THAN ONE-HALF OF THE ANNUAL INCOME
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IRS990PF/SupplementaryInformationGrp/GrantOrContributionPdDurYrGrp/RecipientRelationshipTxt0NONE
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IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt02646
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IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt03741
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
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IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYear1Yr02020
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt0122
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt02646
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt0122
IRS990PF/UndistributedIncomeGrp/Taxable2Amt01608
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt0122
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt03741
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt04254
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0AG990-IL FILING FEE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt013
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt02
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt015
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt01222
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0TRUSTEE FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt01039
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt0183
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0KEVIN STEWARD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum08154340044
ReturnHeader/BusinessOfficerGrp/SignatureDt02023-05-10
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ALEXANDER KING SCHERER &
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0VIRGINIA G SCHERER EDUCATIONAL TRUST
ReturnHeader/Filer/BusinessNameControlTxt0ALEX
ReturnHeader/Filer/EIN0363236104
ReturnHeader/Filer/PhoneNum08154340044
ReturnHeader/Filer/USAddress/AddressLine1Txt0FIRST NATIONAL BANK 701 LASALLE
ReturnHeader/Filer/USAddress/CityNm0OTTAWA
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IL
ReturnHeader/Filer/USAddress/ZIPCd061350
ReturnHeader/IRSResponsiblePrtyInfoCurrInd00
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0363302710
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0ROENFELDT & LOCKAS PC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01100 COLUMBUS STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0OTTAWA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IL
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd061350
ReturnHeader/PreparerPersonGrp/PhoneNum08154330464
ReturnHeader/PreparerPersonGrp/PreparationDt02023-05-10
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0DUANE K LOCKAS
ReturnHeader/ReturnTs02023-05-15T14:38:12-05:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0KEVIN
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0STEWARD
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
$45,056
Liabilities
$0
Net assets
$45,056
Revenue
$2,102
Expenses
$3,037
Net income
-$935
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$47.6$0.00$47.6$2.62$3.98$1.36
2023Detailed filing. Detailed filing data is available for this year.$48.9$0.00$48.9$7.38$3.50$3.88
2022Detailed filing. Detailed filing data is available for this year.$45.1$0.00$45.1$2.10$3.04$0.94
2021Detailed filing. Detailed filing data is available for this year.$46.0$0.00$46.0$2.72$3.08$0.36
2020Detailed filing. Detailed filing data is available for this year.$46.4$0.00$46.4$2.66$2.96$0.29