Civic Intelligence

Elsie M Oconnell Test Tr

990PF • Fiscal year 2024 • EIN 39-6785837

Jan 01, 2024 to Dec 31, 2024 • Filed on May 06, 2025

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

43rd percentile

0.00x

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

2024 filings • $500k-$1M nonprofits • Source year 2024

Liabilities / Revenue

43rd percentile

0.00x

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

2024 filings • $500k-$1M nonprofits • Source year 2024

Net Margin

2nd percentile

-285%

Higher net margin than 2% of similar nonprofits.

2024 filings • $500k-$1M nonprofits • Source year 2024

Top Officer Pay

58th percentile

$0

Higher top officer pay than 58% of similar nonprofits.

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

2024 filings • $500k-$1M nonprofits • Source year 2024

Asset Growth

24th percentile

-4.4%

Faster asset growth than 24% of similar nonprofits.

2024 filings • $500k-$1M nonprofits • Annualized from 2023 to 2024

Revenue Growth

39th percentile

2.4%

Faster revenue growth than 39% of similar nonprofits.

2024 filings • $500k-$1M nonprofits • Annualized from 2023 to 2024

Assets

Down

$817,101

Down $38,025 (-4.4%) from 2023

Net Assets

Down

$817,101

Down $38,025 (-4.4%) from 2023

Liabilities

Down

$0

Down $1 (-100%) from 2023

Revenue

Up

$13,332

Up $307 (+2.4%) from 2023

Expenses

Down

$51,357

Down $2,054 (-3.8%) from 2023

Net Income

Up

-$38,025

Up $2,361 (+5.8%) from 2023

Historical Trend

Balance Sheet Trend

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

2024

Assets$817,101
Liabilities$0
Net Assets$817,101

Operations Trend

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

2024

Revenue$13,332
Expenses$51,357
Net Income-$38,025
Jump To
Filing Snapshot
Filing Period
Jan 1, 2024 to Dec 31, 2024
Signed
May 6, 2025
Return Version
2024v5.0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
GLENWOOD STATE BANKTrustee-$0--
GRANT DEANTrustee-$0--
JOHN DEANCommittee Me-$0--
LINDSEY SCHOMAKERCommittee Me-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid GrantIOWA STATE UNIVERSITYSCHOLARSHIPSGOVAMES, IA, US$12,000
Paid GrantUNIVERSITY OF IOWASCHOLARSHIPSGOVIOWA CITY, IA, US$10,000
Paid GrantUNIVERSITY OF ARIZONASCHOLARSHIPSGOVTUCSON, AZ, US$5,000
Paid GrantCREIGHTON UNIVERSITYSCHOLARSHIPSPCOMAHA, NE, US$2,000
Filing and Contact Details

Filer

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

Signing Officer

Name
Grant Dean
Title
Trustee
Phone
7125273157
Signed
2025-05-06
Discuss with paid preparer
Yes

Preparer

Firm
Vg Plus LLC
Address
416 MAIN STREET PO BOX 185, PLATTSMOUTH, NE 68048
Preparer
Rex J Goracke
Phone
4022964343
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