Civic Intelligence

H Carl & William Lage Loan & Scholarship Fund Trust

990PF • Fiscal year 2012 • EIN 42-0369519

Nov 01, 2011 to Oct 31, 2012 • Filed on Jun 18, 2013

2309 B Chatburn Avenue PO Box 55151537-0551
Siviq Scores

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

Liabilities / Assets

27th percentile

0.00x

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

2012 filings • $1M-$5M nonprofits • Source year 2012

Liabilities / Revenue

Score unavailable

No value available

Liabilities-to-revenue requires both liabilities and revenue on this filing.

Source year 2012

Net Margin

Score unavailable

No value available

Net margin requires both revenue and expenses on this filing.

Source year 2012

Top Officer Pay

68th percentile

$0

Higher top officer pay than 68% of similar nonprofits.

2012 filings • $1M-$5M nonprofits • Source year 2012

Asset Growth

50th percentile

0.5%

Faster asset growth than 50% of similar nonprofits.

2012 filings • $1M-$5M nonprofits • Annualized from 2011 to 2012

Revenue Growth

Score unavailable

No value available

No valid filing value is available for this score.

Assets

Up

$1,035,088

Up $5,424 (+0.5%) from 2011

Net Assets

Up

$1,035,088

Up $5,424 (+0.5%) from 2011

Liabilities

Flat

$0

Flat from 2011

Revenue

-

No earlier filing loaded for comparison.

Expenses

Up

$69,509

Up $7,687 (+12%) from 2011

Net Income

-

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

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

$2.0M$1.5M$1.0M$500K$0Assets 2010: $1,028,069Liabilities 2010: $0Net Assets 2010: $1,028,0692010Assets 2011: $1,029,664Liabilities 2011: $0Net Assets 2011: $1,029,6642011Assets 2012: $1,035,088Liabilities 2012: $0Net Assets 2012: $1,035,0882012Assets 2013: $1,062,983Liabilities 2013: $0Net Assets 2013: $1,062,9832013Assets 2014: $1,084,729Liabilities 2014: $0Net Assets 2014: $1,084,7292014Assets 2015: $1,085,366Liabilities 2015: $0Net Assets 2015: $1,085,3662015Assets 2018: $1,158,531Liabilities 2018: $0Net Assets 2018: $1,158,5312018Assets 2019: $1,194,483Liabilities 2019: $0Net Assets 2019: $1,194,4832019Assets 2020: $1,294,016Liabilities 2020: $0Net Assets 2020: $1,294,0162020Assets 2021: $1,607,448Liabilities 2021: $0Net Assets 2021: $1,607,4482021Assets 2022: $1,607,489Liabilities 2022: $0Net Assets 2022: $1,607,4892022Assets 2023: $1,585,392Liabilities 2023: $12023Assets 2024: $1,544,779Liabilities 2024: $0Net Assets 2024: $1,544,7792024

Highlighted filing

2012

Assets$1,035,088
Liabilities$0
Net Assets$1,035,088

Operations Trend

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

$150K$100K$50K$0-$50KExpenses 2010: $63,4532010Expenses 2011: $61,8222011Expenses 2012: $69,5092012Expenses 2013: $72,3972013Revenue 2014: $86,855Expenses 2014: $72,006Net Income 2014: $14,8492014Revenue 2015: $75,487Expenses 2015: $77,488Net Income 2015: -$2,0012015Revenue 2018: $74,391Expenses 2018: $83,830Net Income 2018: -$9,4392018Revenue 2019: $83,072Expenses 2019: $66,373Net Income 2019: $16,6992019Revenue 2020: $100,418Expenses 2020: $61,415Net Income 2020: $39,0032020Revenue 2021: $102,133Expenses 2021: $43,444Net Income 2021: $58,6892021Revenue 2022: $34,411Expenses 2022: $40,615Net Income 2022: -$6,2042022Revenue 2023: $49,912Expenses 2023: $43,881Net Income 2023: $6,0312023Revenue 2024: $66,287Expenses 2024: $44,954Net Income 2024: $21,3332024

Highlighted filing

2012

Revenue-
Expenses$69,509
Net Income-
Jump To
Filing Snapshot
Filing Period
Nov 1, 2011 to Oct 31, 2012
Signed
Jun 18, 2013
Return Version
2011v1.2
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
AL HAZELTONDirector-$0--
KATHY MAHLBERGV. Pres-$0--
LONNIE MUXFELDTDirector-$0--
BRUCE GOESERPresident-$0--
JONI LARSENDirector-$0--
AMY RUESCHENBERGDirector-$0--
TAMMY SCHWARTZDirector-$0--
JUSTIN WAGNERSec-$0--
Grants and Assistance

Foundation Grants and Related Investments

TypeRecipientPurposeStatusLocationAmount
Paid Grant-TUITIONNAEVERYWHERE, IA, US$52,360
Filing and Contact Details

Filer

EIN
42-0369519
Raw XML Appendix394 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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InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond0DOMESTIC MUTUAL FUNDS
InvestmentsCorpBondsSchedule/InvestmentsCorpBonds/NameOfBond1INTERNATIONAL MUTUAL FUNDS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue0358182
InvestmentsCorpStockSchedule/InvestmentsCorpStock/EOYBookValue181993
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InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock0EQUITIES
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock1COMPLEMENTARY STRATEGIES MUTUAL FUNDS
InvestmentsCorpStockSchedule/InvestmentsCorpStock/NameOfStock2REAL ESTATE FUNDS
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IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName0AL HAZELTON
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName1KATHY MAHLBERG
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName2LONNIE MUXFELDT
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName3BRUCE GOESER
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName4JONI LARSEN
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName5AMY RUESCHENBERG
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName6TAMMY SCHWARTZ
IRS990PF/OfcrDirTrusteesKeyEmployeeInfo/OfcrDirTrusteesOrKeyEmployee/PersonName7JUSTIN WAGNER
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IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientName0JUSTIN WAGNER SUPERINTENDENT HARLAN
IRS990PF/SupplementaryInformation/AppicationSubmissionInfo/RecipientPhoneNumber07127552152
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IRS990PF/TrnsfrTrRlnWithNoncharitableEO/TrnsfrOthAssetsNoncharitableEO0false
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IRS990PF/UndistributedIncome/ExcessFromYear3060548
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IRS990PF/UndistributedIncome/RemainingDistriFromCorpus068045
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IRS990PF/UndistributedIncome/UndistributedIncomeCY052514
IRS990PF/UndistributedIncome/UndistributedIncomePriorYear052466
OtherDecreasesSchedule/OtherDecreases/Amount0362
OtherDecreasesSchedule/OtherDecreases/Amount11
OtherDecreasesSchedule/OtherDecreases/Description0COST BASIS ADJUSTMENTS
OtherDecreasesSchedule/OtherDecreases/Description1ROUNDING
OtherExpensesSchedule/OtherExpenses/AdjustedNetIncome017
OtherExpensesSchedule/OtherExpenses/Description0MISC . EXPENSE
OtherExpensesSchedule/OtherExpenses/Description1ADJUSTMENT
OtherExpensesSchedule/OtherExpenses/DisbursementsCharitablePrps017
OtherExpensesSchedule/OtherExpenses/NetInvestmentIncome017
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks017
OtherExpensesSchedule/OtherExpenses/RevenueAndExpensesPerBooks11464
OtherIncomeSchedule2/OtherIncome/Description0GAIN ON INVESTMENTS
OtherIncomeSchedule2/OtherIncome/Description1STUDENT LOANS RECEIVED
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks0916
OtherIncomeSchedule2/OtherIncome/RevenueAndExpensesPerBooks153824
ReturnHeader/BuildTS02016-02-25 16:41:14Z
ReturnHeader/Filer/EIN0420369519
ReturnHeader/Filer/Name/BusinessNameLine10H CARL & WILLIAM LAGE LOAN
ReturnHeader/Filer/NameControl0HCAR
ReturnHeader/Filer/Phone07127552152
ReturnHeader/Filer/USAddress/AddressLine102309 B CHATBURN AVENUE PO BOX 551
ReturnHeader/Filer/USAddress/City0HARLAN
ReturnHeader/Filer/USAddress/State0IA
ReturnHeader/Filer/USAddress/ZIPCode0515370551
ReturnHeader/Officer/AuthorizeThirdParty0true
ReturnHeader/Officer/DateSigned02013-06-18
ReturnHeader/Officer/Name0JUSTIN WAGNER
ReturnHeader/Officer/Phone07127552152
ReturnHeader/Officer/Title0PREDIDENT
ReturnHeader/PreparerFirm/PreparerFirmBusinessName/BusinessNameLine10MUXFELDT ASSOCIATES CPA PC
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/AddressLine102309 B CHATBURN AVE
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/City0HARLAN
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/State0IA
ReturnHeader/PreparerFirm/PreparerFirmUSAddress/ZIPCode051537
ReturnHeader/Preparer/Name0MUXFELDT ASSOCIATES CPA PC
ReturnHeader/Preparer/Phone07127553366
ReturnHeader/ReturnType0990PF
ReturnHeader/TaxPeriodBeginDate02011-11-01
ReturnHeader/TaxPeriodEndDate02012-10-31
ReturnHeader/TaxYear02011
ReturnHeader/Timestamp02013-06-19T13:22:32-07:00

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