Unknown Organization

990PF • Fiscal year 2013 • EIN 39-1890567

Feb 01, 2012 to Jan 31, 2013 • Filed on May 15, 2013

Organization Profile

202 East Water St52101

Siviq Scores

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

0.00x

Higher debt load relative to assets than 59% of similar nonprofits.

2013 filings • <$500k nonprofits • Source year 2013

0.00x

Higher debt load relative to revenue than 60% of similar nonprofits.

2013 filings • <$500k nonprofits • Source year 2013

-56%

Higher net margin than 10% of similar nonprofits.

2013 filings • <$500k nonprofits • Source year 2013

Higher top officer pay than 75% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2013 filings • <$500k nonprofits • Source year 2013

-2.9%

Faster asset growth than 39% of similar nonprofits.

2013 filings • <$500k nonprofits • Annualized from 2012 to 2013

No value available

No earlier valid filing was available within the previous three public years.

Source year 2013

Balance Sheet

Liabilities / Assets59th percentile

Assets

Down

$85,577

Down $2,551 (-2.9%) from 2012

Net Assets

Down

$85,577

Down $2,551 (-2.9%) from 2012

Liabilities

Up $1 from 2012

Revenue And Expenses

Liabilities / Revenue60th percentile Net Margin10th percentile

Revenue

$4,569

No earlier filing loaded for comparison.

Expenses

$7,120

Up $1,378 (+24%) from 2012

Net Income

-$2,551

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset Growth39th percentile

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

Highlighted filing

2013

Assets$85,577

Liabilities$1

Net Assets$85,577

Open 2013 Filing

Operations Trend

Revenue GrowthScore unavailable

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

Highlighted filing

2013

Revenue$4,569

Expenses$7,120

Net Income-$2,551

Open 2013 Filing

Jump To

Filing Snapshot

Filing Period: Feb 1, 2012 to Jan 31, 2013
Signed: May 15, 2013
Return Version: 2012v2.1

Compensation and Service Providers

Top Officer Pay75th percentile

Employees

Name	Title	Full / Part Time	Base	Other	Total
DAVID B CARLSON	President	-	$0	-	-
FREDERIC R CARLSON	Secretary	-	$0	-	-
ALLEN R TAYLOR	Treasurer	-	$0	-	-
R ERIC CARLSON	Chairperson	-	$0	-	-

Grants and Assistance

Foundation Grants and Related Investments

Type	Recipient	Purpose	Status	Location	Amount
Paid Grant	DECORAH COMMUNITY SCHOOL DIST FOUND	SCHOLARSHIPS	NON-PROFIT	DECORAH, IA, US	$5,000

Filing and Contact Details

Filer

EIN: 39-1890567

Raw XML Appendix311 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/AccountingFees/Amount	0	1390
AccountingFeesSchedule/AccountingFees/Category	0	TAX PREPARATION
AccountingFeesSchedule/AccountingFees/NetInvestmentIncome	0	1390
CompensationExplanation/Compensation/PersonName	0	DAVID B CARLSON
CompensationExplanation/Compensation/PersonName	1	FREDERIC R CARLSON
CompensationExplanation/Compensation/PersonName	2	ALLEN R TAYLOR
CompensationExplanation/Compensation/PersonName	3	R ERIC CARLSON
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis	0	3407
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Basis	1	1106
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired	0	2011-02
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateAcquired	1	2011-02
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold	0	2013-01
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/DateSold	1	2012-05
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice	0	4000
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/GrossSalesPrice	1	1100
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired	0	PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/HowAcquired	1	PURCHASE
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name	0	NUVEEN STRATEGIC INCOME FUND
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/Name	1	NUVEEN SHORT TERM BOND FUND
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet	0	593
GainLossSaleOtherAssetsSch/GainLossSaleOtherAsset/TotalNet	1	-6
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYBookValue	0	2216
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/EOYFMV	0	2228
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond	0	NUVEEN TOTAL RETURN BOND
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond	1	NUVEEN SHORT TERM BOND
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue	0	3727
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue	1	3161
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue	2	4174
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue	3	7882
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue	4	29237
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue	5	9748
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue	6	5335
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue	7	7952
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV	0	4652
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV	1	3104
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV	2	5649
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV	3	12300
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV	4	35971
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV	5	11633
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV	6	3782
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYFMV	7	9313
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock	0	DODGE & COX STOCK FUND
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock	1	FIRST AMER SMALL CAP SELECT FUND
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock	2	FIRST AMER MID CAP GRWTH OPP FUND
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock	3	HARBOR INTERNATIONAL FUND
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock	4	VANGUARD WELLINGTON INVESTORS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock	5	VANGUARD GROWTH INDEX FUND
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock	6	NUVEEN DIVIDEND VALUE FUND
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock	7	NUVEEN STRATEGIC INCOME FUND
IRS990PF/AnalysisIncomeProducingActy/DividendsAndIntFromSecPartVII/RelatedOrExemptFunctionIncome	0	1732
IRS990PF/AnalysisIncomeProducingActy/GainSalesAssetsOthThanInvntry/RelatedOrExemptFunctionIncome	0	2837
IRS990PF/AnalysisIncomeProducingActy/SubtotalsPartXVIA/RelatedOrExemptFunctionIncome	0	4569
IRS990PF/AnalysisIncomeProducingActy/TotalPartXVIA	0	4569
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesNetInvstIncm	0	1390
IRS990PF/AnalysisOfRevenueAndExpenses/AccountingFeesRevAndExpnss	0	1390
IRS990PF/AnalysisOfRevenueAndExpenses/AdjustedNetIncome	0	1732
IRS990PF/AnalysisOfRevenueAndExpenses/CapitalGainNetIncmNetInvstIncm	0	2250
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidDsbrsChrtblPrps	0	5000
IRS990PF/AnalysisOfRevenueAndExpenses/ContriGiftsPaidRevAndExpnss	0	5000
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsAdjNetIncm	0	1732
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsNetInvstIncm	0	1732
IRS990PF/AnalysisOfRevenueAndExpenses/DividendsRevAndExpnss	0	1732
IRS990PF/AnalysisOfRevenueAndExpenses/ExcessOfRevenueOverExpenses	0	-2551
IRS990PF/AnalysisOfRevenueAndExpenses/GrossSalesPrice	0	7350
IRS990PF/AnalysisOfRevenueAndExpenses/NetGainSaleAssetsRevAndExpnss	0	2837
IRS990PF/AnalysisOfRevenueAndExpenses/NetInvestmentIncome	0	1862
IRS990PF/AnalysisOfRevenueAndExpenses/NotRequiredToAttachScheduleB	0	X
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesNetInvstIncm	0	699
IRS990PF/AnalysisOfRevenueAndExpenses/OtherExpensesRevAndExpnss	0	699
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesNetInvstIncm	0	31
IRS990PF/AnalysisOfRevenueAndExpenses/TaxesRevAndExpnss	0	31
IRS990PF/AnalysisOfRevenueAndExpenses/TotalAdjustedNetIncome	0	1732
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesDsbrsChrtblPrps	0	5000
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesNetInvstIncm	0	2120
IRS990PF/AnalysisOfRevenueAndExpenses/TotalExpensesRevAndExpnss	0	7120
IRS990PF/AnalysisOfRevenueAndExpenses/TotalNetInvestmentIncome	0	3982
IRS990PF/AnalysisOfRevenueAndExpenses/TotalRevenueAndExpenses	0	4569
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesDsbrsChrtblPrps	0	0
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesNetInvstIncm	0	2120
IRS990PF/AnalysisOfRevenueAndExpenses/TotOprExpensesRevAndExpnss	0	2120
IRS990PF/BalanceSheets/CapitalStockBOY	0	88128
IRS990PF/BalanceSheets/CapitalStockEOY	0	85577
IRS990PF/BalanceSheets/InvestmentsCorpBondsBOY	0	14681
IRS990PF/BalanceSheets/InvestmentsCorpBondsEOY	0	2216
IRS990PF/BalanceSheets/InvestmentsCorpBondsEOYFMV	0	2228
IRS990PF/BalanceSheets/InvestmentsCorpStockBOY	0	61862
IRS990PF/BalanceSheets/InvestmentsCorpStockEOY	0	71216
IRS990PF/BalanceSheets/InvestmentsCorpStockEOYFMV	0	86404
IRS990PF/BalanceSheets/InvestmentsGovtObligBOY	0	11167
IRS990PF/BalanceSheets/InvestmentsGovtObligEOY	0	11167
IRS990PF/BalanceSheets/InvestmentsGovtObligEOYFMV	0	11592
IRS990PF/BalanceSheets/OrgThatDoNotFollowSFAS117	0	X
IRS990PF/BalanceSheets/SavingsAndTempCashInvstBOY	0	418
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOY	0	978
IRS990PF/BalanceSheets/SavingsAndTempCashInvstEOYFMV	0	978
IRS990PF/BalanceSheets/TotalAssetsBOY	0	88128
IRS990PF/BalanceSheets/TotalAssetsEOY	0	85577
IRS990PF/BalanceSheets/TotalAssetsEOYFMV	0	101202
IRS990PF/BalanceSheets/TotalLiabilitiesEOY	0	0
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsBOY	0	88128
IRS990PF/BalanceSheets/TotalLiabilitiesNetAssetsEOY	0	85577
IRS990PF/BalanceSheets/TotalNetAssetsBOY	0	88128
IRS990PF/BalanceSheets/TotalNetAssetsEOY	0	85577
IRS990PF/CapitalGainsAndLosses/CapitalGainNetIncome	0	2250
IRS990PF/ChangesInNetAssetsFundBalances/ExcessOfRevenueOverExpenses	0	-2551
IRS990PF/ChangesInNetAssetsFundBalances/Subtotal	0	85577
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesBOY	0	88128
IRS990PF/ChangesInNetAssetsFundBalances/TotalNetAssetsFundBalancesEOY	0	85577
IRS990PF/DistributableAmount/DistributableAmountAsAdjusted	0	4921
IRS990PF/DistributableAmount/DistributableAmountBeforeAdj	0	4921
IRS990PF/DistributableAmount/DistributableAmountBeforeDed	0	4921
IRS990PF/DistributableAmount/MinimumInvestmentReturn	0	4940
IRS990PF/DistributableAmount/TaxBasedOnInvestmentIncome	0	19
IRS990PF/DistributableAmount/TotalTax	0	19
IRS990PF/ExciseTaxBasedOnInvestmentIncm/DomesticOrgMeetingSect4940e	0	X
IRS990PF/ExciseTaxBasedOnInvestmentIncm/InvestmentIncomeExciseTax	0	19
IRS990PF/ExciseTaxBasedOnInvestmentIncm/Subtotal	0	19
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxBasedOnInvestmentIncome	0	19
IRS990PF/ExciseTaxBasedOnInvestmentIncm/TaxDue	0	19
IRS990PF/ExemptPF	0	X
IRS990PF/FMVAssetsEOY	0	101202
IRS990PF/MethodOfAccountingAccrual	0	X
IRS990PF/MinimumInvestmentReturn/AdjTotalFMVOfUnusedAssets	0	100294
IRS990PF/MinimumInvestmentReturn/AvgMonthlyCashBalances	0	612
IRS990PF/MinimumInvestmentReturn/AvgMonthlyFMVOfSecurities	0	99682
IRS990PF/MinimumInvestmentReturn/CashDeemedCharitable	0	1504
IRS990PF/MinimumInvestmentReturn/FMVAllOtherNoncharitableAssets	0	0
IRS990PF/MinimumInvestmentReturn/MinimumInvestmentReturn	0	4940
IRS990PF/MinimumInvestmentReturn/NetNoncharitableAssets	0	98790
IRS990PF/MinimumInvestmentReturn/TotalFMVOfUnusedAssets	0	100294
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHghstPaidCntrctNONE	0	NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/CompOfHighestPaidEmplNONE	0	NONE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition	0	0.06
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition	1	0.06
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition	2	0.06
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/AvgHoursPerWkDevotedToPosition	3	0.06
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation	0	0
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation	1	0
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation	2	0
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Compensation	3	0
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc	0	0
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc	1	0
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc	2	0
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ContriToEmplBenefitPlansEtc	3	0
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances	0	0
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances	1	0
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances	2	0
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/ExpenseAccountOtherAllowances	3	0
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName	0	DAVID B CARLSON
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName	1	FREDERIC R CARLSON
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName	2	ALLEN R TAYLOR
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName	3	R ERIC CARLSON
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title	0	PRESIDENT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title	1	SECRETARY
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title	2	TREASURER
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/Title	3	CHAIRPERSON
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1	0	110 WESTERN STREET
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1	1	1202 PLEASANT AVENUE
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1	2	1001 WOODSIDE COURT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/AddressLine1	3	235 STILLWATER COURT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City	0	DECORAH
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City	1	DECORAH
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City	2	DECORAH
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/City	3	MARCO ISLAND
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State	0	IA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State	1	IA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State	2	IA
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/State	3	FL
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode	0	52101
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode	1	52101
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode	2	52101
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/USAddress/ZIPCode	3	34145
IRS990PF/QlfyUndSect4940eForReducedTax/AdjNonchrtblAssetsAndOnePct	0	4908
IRS990PF/QlfyUndSect4940eForReducedTax/AdjustedNoncharitableAssets	0	4889
IRS990PF/QlfyUndSect4940eForReducedTax/AverageDistributionRatio	0	0.049484
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear1	0	0.047022
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear2	0	0.016347
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear3	0	0.060854
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear4	0	0.069336
IRS990PF/QlfyUndSect4940eForReducedTax/DistributionRatioYear5	0	0.053861
IRS990PF/QlfyUndSect4940eForReducedTax/LiableFor4942Tax	0	false
IRS990PF/QlfyUndSect4940eForReducedTax/NetNoncharitableAssets	0	98790
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear1	0	95700
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear2	0	91758
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear3	0	81884
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear4	0	93415
IRS990PF/QlfyUndSect4940eForReducedTax/NoncharitableAssetsYear5	0	111397
IRS990PF/QlfyUndSect4940eForReducedTax/OnePercentNetInvestmentIncome	0	19
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributions	0	5000
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear1	0	4500
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear2	0	1500
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear3	0	4983
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear4	0	6477
IRS990PF/QlfyUndSect4940eForReducedTax/QualifyingDistributionsYear5	0	6000
IRS990PF/QlfyUndSect4940eForReducedTax/TotalDistributionRatio	0	0.247420
IRS990PF/QualifyingDistributions/AdjQualifyingDistributions	0	4981
IRS990PF/QualifyingDistributions/ExpensesAndContributions	0	5000
IRS990PF/QualifyingDistributions/OnePctSect4940eOrgNetInvstIncm	0	19
IRS990PF/QualifyingDistributions/QualifyingDistributions	0	5000
IRS990PF/RlnOfActyToAccomOfExemptPrps/RlnOfActyToAccomOfExemptPrps/LineNumber	0	4
IRS990PF/RlnOfActyToAccomOfExemptPrps/RlnOfActyToAccomOfExemptPrps/LineNumber	1	8
IRS990PF/RlnOfActyToAccomOfExemptPrps/RlnOfActyToAccomOfExemptPrps/RelationshipStatement	0	THE INCOME IS INVESTED IN SECURITIES TO INCREASE THE FOUNDATIONS NET WORTH TO INCREASE THE SCHOLARSHIPS AWARDED EACH YEAR.
IRS990PF/RlnOfActyToAccomOfExemptPrps/RlnOfActyToAccomOfExemptPrps/RelationshipStatement	1	THE INCOME IS INVESTED IN SECURITIES TO INCREASE THE FOUNDATIONS NET WORTH TO INCREASE THE SCHOLARSHIPS AWARDED EACH YEAR.
IRS990PF/StatementsRegardingActivities/ActivitiesNotPrevReported	0	false
IRS990PF/StatementsRegardingActivities/ApplicableInsuranceContract	0	false
IRS990PF/StatementsRegardingActivities/AtLeast5000InAssets	0	true
IRS990PF/StatementsRegardingActivities/BooksInCareOfPersonName	0	DECORAH BANK TRUST
IRS990PF/StatementsRegardingActivities/BooksInCareOfPhoneNumber	0	5633829661
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/AddressLine1	0	202 EAST WATER STREET
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/City	0	DECORAH
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/State	0	IA
IRS990PF/StatementsRegardingActivities/BooksInCareOfUSAddress/ZIPCode	0	52101
IRS990PF/StatementsRegardingActivities/ChangesToArticlesOrBylaws	0	false
IRS990PF/StatementsRegardingActivities/ComplyWithPublicInspectionRqr	0	true
IRS990PF/StatementsRegardingActivities/ForeignBank	0	false
IRS990PF/StatementsRegardingActivities/Form1120POLFiled	0	false
IRS990PF/StatementsRegardingActivities/InterestInControlledEntity	0	false
IRS990PF/StatementsRegardingActivities/LegislativePoliticalActivities	0	false
IRS990PF/StatementsRegardingActivities/MoreThan100Spent	0	false
IRS990PF/StatementsRegardingActivities/NewSubstantialContributors	0	false
IRS990PF/StatementsRegardingActivities/PrivateOperatingFoundation	0	false
IRS990PF/StatementsRegardingActivities/RequirementsOfSect508e	0	true
IRS990PF/StatementsRegardingActivities/TerminationEtc	0	false
IRS990PF/StatementsRegardingActivities/UnrelatedBusIncomeOver1000	0	false
IRS990PF/StatementsRegardingActivities/WebsiteAddress	0	N/A
IRS990PF/StatementsRegardingActy4720/BorrowOrLendWithDsqflyPerson	0	false
IRS990PF/StatementsRegardingActy4720/BusinessHoldings	0	false
IRS990PF/StatementsRegardingActy4720/FurnishedGoodsWithDsqflyPerson	0	false
IRS990PF/StatementsRegardingActy4720/GrantsToIndividuals	0	false
IRS990PF/StatementsRegardingActy4720/GrantsToOrganizations	0	false
IRS990PF/StatementsRegardingActy4720/InfluenceElection	0	false
IRS990PF/StatementsRegardingActy4720/InfluenceLegislation	0	false
IRS990PF/StatementsRegardingActy4720/JeopardyInvestments	0	false
IRS990PF/StatementsRegardingActy4720/NoncharitablePurpose	0	false
IRS990PF/StatementsRegardingActy4720/PayCompensationToDsqflyPerson	0	false
IRS990PF/StatementsRegardingActy4720/PaymentToGovernmentOffical	0	false
IRS990PF/StatementsRegardingActy4720/PayPremiumsPrsnlBnftContract	0	false
IRS990PF/StatementsRegardingActy4720/ProhibitedTaxShelterTransactn	0	false
IRS990PF/StatementsRegardingActy4720/RcvFundsToPayPrsnlBnftContract	0	false
IRS990PF/StatementsRegardingActy4720/SaleOrExchangeWithDsqflyPerson	0	false
IRS990PF/StatementsRegardingActy4720/TransferAssetsToDsqflyPerson	0	false
IRS990PF/StatementsRegardingActy4720/UncorrectedJeopardyInvestments	0	false
IRS990PF/StatementsRegardingActy4720/UndistributedIncomePriorYears	0	false
IRS990PF/SummaryOfDirectCharitableActy/Description1	0	SCHOLARSHIPS CONTRIBUTION TO TAX EMEMPT ORGANIZATION WHO DISTRIBUTES SCHOLARSHIPS THROUGH THEIR EXEMPT ACTIVITIES.
IRS990PF/SummaryOfDirectCharitableActy/Expenses1	0	5000
IRS990PF/SumOfProgramRelatedInvestments/Description1	0	N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/Amount	0	5000
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/PurposeOfGrantOrContribution	0	SCHOLARSHIPS
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientBusinessName/BusinessNameLine1	0	DECORAH COMMUNITY SCHOOL DIST FOUND
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientFoundationStatus	0	NON-PROFIT
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientRelationship	0	N/A
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/AddressLine1	0	510 WINNEBAGO STREET
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/City	0	DECORAH
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/State	0	IA
IRS990PF/SupplementaryInformation/GrantOrContriPaidDuringYear/RecipientUSAddress/ZIPCode	0	52101
IRS990PF/SupplementaryInformation/OnlyContributesToPreselected	0	X
IRS990PF/SupplementaryInformation/TotGrantOrContriPaidDuringYear	0	5000
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/LoansOrLoanGuarantees	0	false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PerformanceOfServicesEtc	0	false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/PurchaseAssetsNoncharitableEO	0	false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/ReimbursementArrangements	0	false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RelationshipsNoncharitableEOs	0	false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/RentalOfFacilitiesEtc	0	false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SalesOrExchangesOfAssets	0	false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/SharingOfFacilitiesEtc	0	false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOfCashToNoncharitableEO	0	false
IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO	0	false
IRS990PF/UndistributedIncome/AppliedToCurrentYear	0	4921
IRS990PF/UndistributedIncome/DistributableAmountAsAdjusted	0	4921
IRS990PF/UndistributedIncome/ExcessDistriCarryoverYear3	0	422
IRS990PF/UndistributedIncome/ExcessDistriCyovToNextYear	0	501
IRS990PF/UndistributedIncome/ExcessFromCurrentYear	0	79
IRS990PF/UndistributedIncome/ExcessFromYear3	0	422
IRS990PF/UndistributedIncome/QualifyingDistributions	0	5000
IRS990PF/UndistributedIncome/RemainingDistriFromCorpus	0	79
IRS990PF/UndistributedIncome/TotalCorpus	0	501
IRS990PF/UndistributedIncome/TotalExcessDistriCarryover	0	422
IRS990PF/UndistributedIncome/UndistributedIncomeCY	0	0
OtherExpensesSchedule/OtherExpenses/Description	0	EXPENSES
OtherExpensesSchedule/OtherExpenses/Description	1	BANK ADMINISTRATIVE FEES
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome	0	699
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks	0	699
TaxesSchedule/Taxes/Amount	0	31
TaxesSchedule/Taxes/Category	0	2012 990PF TAXES DUE
TaxesSchedule/Taxes/NetInvestmentIncome	0	31
ReturnHeader/BuildTS	0	2015-12-30 17:16:21Z
ReturnHeader/Filer/EIN	0	391890567
ReturnHeader/Filer/Name/BusinessNameLine1	0	FRED CARLSON COMPANY FOUNDATION
ReturnHeader/Filer/NameControl	0	FRED
ReturnHeader/Filer/Phone	0	5633829661
ReturnHeader/Filer/USAddress/AddressLine1	0	202 EAST WATER ST
ReturnHeader/Filer/USAddress/City	0	DECORAH
ReturnHeader/Filer/USAddress/State	0	IA
ReturnHeader/Filer/USAddress/ZIPCode	0	52101
ReturnHeader/Officer/DateSigned	0	2013-05-15
ReturnHeader/Officer/Name	0	ROGER HUINKER
ReturnHeader/Officer/Phone	0	5633829661
ReturnHeader/Officer/Title	0	TRUSTEE
ReturnHeader/Preparer/DatePrepared	0	2013-05-17
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine1	0	HACKER NELSON & CO PC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine1	0	PO BOX 507
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City	0	DECORAH
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State	0	IA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode	0	52101
ReturnHeader/Preparer/Name	0	KENNETH R KEUNE
ReturnHeader/Preparer/Phone	0	5633823637
ReturnHeader/ReturnType	0	990PF
ReturnHeader/TaxPeriodBeginDate	0	2012-02-01
ReturnHeader/TaxPeriodEndDate	0	2013-01-31
ReturnHeader/TaxYear	0	2012
ReturnHeader/Timestamp	0	2013-05-28T14:56:21-05:00

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2013 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing

Assets: $85,577
Liabilities: $1
Net assets: $85,577
Revenue: $4,569
Expenses: $7,120
Net income: -$2,551

	Balance Sheet			Operations
Year	Assets	Liabilities	Net Assets	Revenue	Expenses	Net Income
2014Detailed filing. Detailed filing data is available for this year.	$0.00	$0.00	$0.00	$0.27	$1.13	$0.86
2013Detailed filing. Detailed filing data is available for this year.	$0.86	$0.00	$0.86	$0.05	$0.07	$0.03
2012Detailed filing. Detailed filing data is available for this year.	$0.88	$0.00	$0.88		$0.06