Civic Intelligence

Elsie M O'Connell Testamentary Tr C/O Glenwood State Bank

990PF • Fiscal year 2020 • EIN 39-6785837

Jan 01, 2020 to Dec 31, 2020 • Filed on Nov 12, 2021

Organization Profile
PO Box 431Glenwood, IA 51534

(712) 527-3157

Siviq Scores

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

Liabilities / Assets

39th percentile

0.00x

Higher debt load relative to assets than 39% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Source year 2020

Liabilities / Revenue

38th percentile

0.00x

Higher debt load relative to revenue than 38% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Source year 2020

Net Margin

94th percentile

74%

Higher net margin than 94% of similar nonprofits.

2020 filings • $500k-$1M nonprofits • Source year 2020

Top Officer Pay

55th percentile

$0

Higher top officer pay than 55% of similar nonprofits.

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

2020 filings • $500k-$1M nonprofits • Source year 2020

Asset Growth

Score unavailable

No value available

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

Source year 2020

Revenue Growth

Score unavailable

No value available

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

Source year 2020

Balance Sheet
Liabilities / Assets39th percentile

Assets

$971,401

No earlier filing loaded for comparison.

Net Assets

$971,401

No earlier filing loaded for comparison.

Liabilities

$1

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue38th percentileNet Margin94th percentile

Revenue

$175,057

No earlier filing loaded for comparison.

Expenses

$45,160

No earlier filing loaded for comparison.

Net Income

$129,897

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

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

$1.0M$500K$0Assets 2020: $971,401Liabilities 2020: $1Net Assets 2020: $971,4012020Assets 2021: $949,372Liabilities 2021: $1Net Assets 2021: $949,3722021Assets 2022: $895,512Liabilities 2022: $1Net Assets 2022: $895,5122022Assets 2023: $855,126Liabilities 2023: $1Net Assets 2023: $855,1262023Assets 2024: $817,101Liabilities 2024: $0Net Assets 2024: $817,1012024

Highlighted filing

2020

Assets$971,401
Liabilities$1
Net Assets$971,401
Open 2020 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$200K$100K$0-$100KRevenue 2020: $175,057Expenses 2020: $45,160Net Income 2020: $129,8972020Revenue 2021: $16,667Expenses 2021: $38,696Net Income 2021: -$22,0292021Revenue 2022: $1,129Expenses 2022: $54,989Net Income 2022: -$53,8602022Revenue 2023: $13,025Expenses 2023: $53,411Net Income 2023: -$40,3862023Revenue 2024: $13,332Expenses 2024: $51,357Net Income 2024: -$38,0252024

Highlighted filing

2020

Revenue$175,057
Expenses$45,160
Net Income$129,897
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2020 to Dec 31, 2020
Signed
Nov 12, 2021
Return Version
2020v4.1
Compensation and Service Providers
Top Officer Pay55th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
GLENWOOD STATE BANKTrustee-$0--
GRANT DEANTrustee-$0--
JOHN DEANCommittee Member-$0--
LINDSEY SCHOMAKERCommittee Member-$0--
DEVIN EMBRAYCommittee Member-$0--
Filing and Contact Details

Filer

Filer Name
ELSIE M O'CONNELL TESTAMENTARY TRUST
EIN
39-6785837
Phone
7125273157
Address
PO BOX 431, GLENWOOD, IA 51534

Signing Officer

Name
Grant Dean
Title
Trustee
Phone
7125273157
Signed
2021-11-12
Discuss with paid preparer
Yes

Preparer

Firm
Seim Johnson Llp
Address
18081 BURT STREET SUITE 200, OMAHA, NE 68022-4722
Preparer
Megan L Koziol
Phone
4023302660
Raw XML Appendix332 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/StatementsRegardingActyGrp/TaxReimbursedAmt00
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd00
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0N/A
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0PROVIDE COLLEGE SCHOLARSHIP TO STUDENTS.
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt00
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0GRADUATE OF GLENWOOD COMMUNITY HIGH SCHOOL IN GLENWOOD, IOWA WITH A GRADE POINT AVERAGE OF AT LEAST 2.75.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0LINDSEY SCHOMAKER
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum07125273157
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0PO BOX 431
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0GLENWOOD
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0IA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd051534
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt01) STUDENTS MUST DEMONSTRATE A KNOWLEDGE OF THE DIFFERENT FORMS OF GOVERNMENT AND DISPLAY A SENSE OF PARTIOTISM IN THEIR SUBMITTED ESSAY. 2) MUST HAVE A MINIMUM GPA OF 2.75.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0STUDENTS WILL SUBMIT AN ESSAY ONCE A YEAR.
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd00
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt09476
IRS990PF/UndistributedIncomeGrp/AppliedToPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt00
IRS990PF/UndistributedIncomeGrp/CorpusDistri170b1EOr4942g3Amt00
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt034439
IRS990PF/UndistributedIncomeGrp/ExcessDistributionCyovAppCYAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovAppCYCorpusAmt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovFromYr5Amt00
IRS990PF/UndistributedIncomeGrp/ExcessDistriCyovToNextYrAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearDeficiencyOrTaxAmt00
IRS990PF/UndistributedIncomeGrp/PriorYearUndistributedIncmAmt00
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt09476
IRS990PF/UndistributedIncomeGrp/RemainingDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/Taxable1Amt00
IRS990PF/UndistributedIncomeGrp/Taxable2Amt00
IRS990PF/UndistributedIncomeGrp/TotalCorpusAmt00
IRS990PF/UndistributedIncomeGrp/TotalExcessDistributionCyovAmt00
IRS990PF/UndistributedIncomeGrp/TotalForPriorYearsAmt00
IRS990PF/UndistributedIncomeGrp/TreatedAsDistriFromCorpusAmt00
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt024963
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt00
LegalFeesSchedule/LegalFeesGrp/CategoryTxt0LEGAL FEES
LegalFeesSchedule/LegalFeesGrp/DisbursementsCharitablePrpsAmt05194
LegalFeesSchedule/LegalFeesGrp/LegalFeesAmt05194
LegalFeesSchedule/LegalFeesGrp/NetInvestmentIncomeAmt00
OtherIncreasesSchedule/OtherIncreasesDetail/Amt0841504
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0TRANSFER OF ASSETS FROM TRUST
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt014390
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt13551
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt2731
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt321228
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0INVESTMENT MANAGEMENT FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt1TRUSTEE FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt2OTHER FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt3LIQUIDATION FEES
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt13551
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt2731
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt30
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt014390
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt10
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt20
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt321228
TaxesSchedule/TaxesDetail/Amt066
TaxesSchedule/TaxesDetail/CategoryTxt0FOREIGN TAXES
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt066
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd00
ReturnHeader/BuildTS02022-09-23 18:48:47Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0GRANT DEAN
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TRUSTEE
ReturnHeader/BusinessOfficerGrp/PhoneNum07125273157
ReturnHeader/BusinessOfficerGrp/SignatureDt02021-11-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0ELSIE M O'CONNELL TESTAMENTARY TRUST
ReturnHeader/Filer/BusinessName/BusinessNameLine2Txt0C/O GLENWOOD STATE BANK
ReturnHeader/Filer/BusinessNameControlTxt0ELSI
ReturnHeader/Filer/EIN0396785837
ReturnHeader/Filer/PhoneNum07125273157
ReturnHeader/Filer/USAddress/AddressLine1Txt0PO BOX 431
ReturnHeader/Filer/USAddress/CityNm0GLENWOOD
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd051534
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0476097913
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0SEIM JOHNSON LLP
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt018081 BURT STREET SUITE 200
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0OMAHA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0NE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd0680224722
ReturnHeader/PreparerPersonGrp/PhoneNum04023302660
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0MEGAN L KOZIOL
ReturnHeader/ReturnTs02021-11-12T15:52:56-06:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0GRANT
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0DEAN
ReturnHeader/TaxPeriodBeginDt02020-02-13
ReturnHeader/TaxPeriodEndDt02020-12-31
ReturnHeader/TaxYr02020

Document Assets

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Filings

Displayed year

2020 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$971,401
Liabilities
$1
Net assets
$971,401
Revenue
$175,057
Expenses
$45,160
Net income
$129,897
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$8.17$0.00$8.17$0.13$0.51$0.38
2023Detailed filing. Detailed filing data is available for this year.$8.55$0.00$8.55$0.13$0.53$0.40
2022Detailed filing. Detailed filing data is available for this year.$8.96$0.00$8.96$0.01$0.55$0.54
2021Detailed filing. Detailed filing data is available for this year.$9.49$0.00$9.49$0.17$0.39$0.22
2020Detailed filing. Detailed filing data is available for this year.$9.71$0.00$9.71$1.75$0.45$1.30