Civic Intelligence

Frank Pierce Trust

990PF • Fiscal year 2023 • EIN 42-0737535

Jan 01, 2023 to Dec 31, 2023 • Filed on Apr 26, 2024

Organization Profile
102 E Church StreetMarshalltown, IA 50158

(641) 352-2045

Siviq Scores

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

Liabilities / Assets

31st percentile

0.00x

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Liabilities / Revenue

29th percentile

0.00x

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Net Margin

87th percentile

45%

Higher net margin than 87% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Source year 2023

Top Officer Pay

46th percentile

$0

Higher top officer pay than 46% of similar nonprofits.

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

2023 filings • $1M-$5M nonprofits • Source year 2023

Asset Growth

47th percentile

1.4%

Faster asset growth than 47% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Revenue Growth

83rd percentile

54%

Faster revenue growth than 83% of similar nonprofits.

2023 filings • $1M-$5M nonprofits • Annualized from 2022 to 2023

Balance Sheet
Liabilities / Assets31st percentile

Assets

Up

$2,984,493

Up $41,850 (+1.4%) from 2022

Net Assets

Up

$2,984,493

Up $41,850 (+1.4%) from 2022

Liabilities

Flat

$0

Flat from 2022

Revenue And Expenses
Liabilities / Revenue29th percentileNet Margin87th percentile

Revenue

Up

$92,240

Up $32,416 (+54%) from 2022

Expenses

Up

$50,393

Up $16,311 (+48%) from 2022

Net Income

Up

$41,847

Up $16,105 (+63%) from 2022

Historical Trend

Balance Sheet Trend

Asset Growth47th percentile

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

$4.0M$3.0M$2.0M$1.0M$0Assets 2011: $2,635,793Liabilities 2011: $02011Assets 2012: $2,682,814Liabilities 2012: $22012Assets 2013: $2,723,417Liabilities 2013: $1Net Assets 2013: $2,723,4162013Assets 2014: $2,759,317Liabilities 2014: $02014Assets 2015: $2,823,187Liabilities 2015: $02015Assets 2019: $2,936,074Liabilities 2019: $02019Assets 2020: $2,936,545Liabilities 2020: $0Net Assets 2020: $2,936,5452020Assets 2021: $2,916,902Liabilities 2021: $0Net Assets 2021: $2,916,9022021Assets 2022: $2,942,643Liabilities 2022: $0Net Assets 2022: $2,942,6432022Assets 2023: $2,984,493Liabilities 2023: $0Net Assets 2023: $2,984,4932023Assets 2024: $3,019,798Liabilities 2024: $0Net Assets 2024: $3,019,7982024

Highlighted filing

2023

Assets$2,984,493
Liabilities$0
Net Assets$2,984,493
Open 2023 Filing

Operations Trend

Revenue Growth83rd percentile

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

$100K$50K$0-$50KRevenue 2011: $66,599Expenses 2011: $39,759Net Income 2011: $26,8402011Revenue 2012: $93,020Expenses 2012: $46,011Net Income 2012: $47,0092012Revenue 2013: $86,237Expenses 2013: $45,633Net Income 2013: $40,6042013Revenue 2014: $73,729Expenses 2014: $37,828Net Income 2014: $35,9012014Revenue 2015: $99,616Expenses 2015: $35,747Net Income 2015: $63,8692015Revenue 2019: $71,725Expenses 2019: $53,678Net Income 2019: $18,0472019Revenue 2020: $59,550Expenses 2020: $59,079Net Income 2020: $4712020Revenue 2021: $57,470Expenses 2021: $77,113Net Income 2021: -$19,6432021Revenue 2022: $59,824Expenses 2022: $34,082Net Income 2022: $25,7422022Revenue 2023: $92,240Expenses 2023: $50,393Net Income 2023: $41,8472023Revenue 2024: $79,171Expenses 2024: $43,860Net Income 2024: $35,3112024

Highlighted filing

2023

Revenue$92,240
Expenses$50,393
Net Income$41,847
Open 2023 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2023 to Dec 31, 2023
Signed
Apr 26, 2024
Return Version
2023v5.0
Compensation and Service Providers
Top Officer Pay46th percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
JOEL GREERVice Chairman-$0--
JAMES HUNTTrustee-$0--
SEAN HEITMANNChairperson-$0--
ROBERT THOMASTreasurer-$0--
LINDA HAVELKATrustee-$0--
Filing and Contact Details

Filer

Filer Name
Frank Pierce Trust
EIN
42-0737535
Address
102 E CHURCH STREET, Marshalltown, IA 50158

Signing Officer

Name
Robert Thomas
Title
Treasurer
Phone
6413522045
Signed
2024-04-26
Discuss with paid preparer
Yes

Preparer

Firm
Hitchins and Thronson PLC
Address
102 E Church St, Marshalltown, IA 50158
Preparer
Kevin R Hitchins
Phone
6417524507
Raw XML Appendix339 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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InvestmentsOtherSchedule2/InvestmentsOtherGrp/BookValueAmt2100000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt0CORPORATE STOCK
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt1CERTIFICATES OF DEPOSIT-Corpus
InvestmentsOtherSchedule2/InvestmentsOtherGrp/CategoryOrItemTxt2CORPUS CASH
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt0602626
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt1346000
InvestmentsOtherSchedule2/InvestmentsOtherGrp/EOYFMVAmt2100000
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IRS990PF/AnalysisOfRevenueAndExpenses/ExcessRevenueOverExpensesAmt041847
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IRS990PF/AnalysisOfRevenueAndExpenses/InterestOnSavRevAndExpnssAmt0660
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IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc0WF ADVISORS
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc1WF ADVISORS MORGAN STANLEY
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc2177 SHS RTX CORPORATION
IRS990PF/CapGainsLossTxInvstIncmDetail/CapGainsLossTxInvstIncmGrp/PropertyDesc377 SHS RTX CORPORATION
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IRS990PF/ChgInNetAssetsFundBalancesGrp/ExcessRevenueOverExpensesAmt041847
IRS990PF/ChgInNetAssetsFundBalancesGrp/OtherIncreasesAmt03
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IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm0JOEL GREER
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm1JAMES HUNT
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm2SEAN HEITMANN
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm3ROBERT THOMAS
IRS990PF/OfficerDirTrstKeyEmplInfoGrp/OfficerDirTrstKeyEmplGrp/PersonNm4LINDA HAVELKA
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IRS990PF/StatementsRegardingActyGrp/ActivitiesNotPreviouslyRptInd0false
IRS990PF/StatementsRegardingActyGrp/AtLeast5000InAssetsInd0true
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IRS990PF/StatementsRegardingActyGrp/ComplyWithPublicInspRqrInd0true
IRS990PF/StatementsRegardingActyGrp/DonorAdvisedFundInd0false
IRS990PF/StatementsRegardingActyGrp/ForeignAccountsQuestionInd0false
IRS990PF/StatementsRegardingActyGrp/Form1120POLFiledInd0false
IRS990PF/StatementsRegardingActyGrp/Form990PFFiledWithAttyGenInd0true
IRS990PF/StatementsRegardingActyGrp/IndividualWithBooksNm0KEVIN R HITCHINS
IRS990PF/StatementsRegardingActyGrp/LegislativePoliticalActyInd0false
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/AddressLine1Txt0102 E CHURCH STREET
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/CityNm0Marshalltown
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/StateAbbreviationCd0IA
IRS990PF/StatementsRegardingActyGrp/LocationOfBooksUSAddress/ZIPCd050158
IRS990PF/StatementsRegardingActyGrp/MoreThan100SpentInd0false
IRS990PF/StatementsRegardingActyGrp/NewSubstantialContributorsInd0false
IRS990PF/StatementsRegardingActyGrp/OrganizationDissolvedEtcInd0false
IRS990PF/StatementsRegardingActyGrp/OrgReportOrRegisterStateCd0IA
IRS990PF/StatementsRegardingActyGrp/OwnControlledEntityInd0false
IRS990PF/StatementsRegardingActyGrp/PhoneNum06417524507
IRS990PF/StatementsRegardingActyGrp/PrivateOperatingFoundationInd0false
IRS990PF/StatementsRegardingActyGrp/Section508eRqrSatisfiedInd0true
IRS990PF/StatementsRegardingActyGrp/UnrelatedBusIncmOverLimitInd0false
IRS990PF/StatementsRegardingActyGrp/WebsiteAddressTxt0frankpiercetrust.com
IRS990PF/SummaryOfDirectChrtblActyGrp/Description1Txt0NA
IRS990PF/SummaryOfDirectChrtblActyGrp/Expenses1Amt00
IRS990PF/SumOfProgramRelatedInvstGrp/Description1Txt0EDUCATIONAL LOANS
IRS990PF/SumOfProgramRelatedInvstGrp/Expenses1Amt0391295
IRS990PF/SumOfProgramRelatedInvstGrp/TotalAmt0391295
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/FormAndInfoAndMaterialsTxt0WEBSITE FRANKPIERCETRUST.COM
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientEmailAddressTxt0[email protected]
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPersonNm0KEVIN R HITCHINS
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientPhoneNum06417524507
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/AddressLine1Txt0102 E CHURCH STREET
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/CityNm0Marshalltown
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/StateAbbreviationCd0IA
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RecipientUSAddress/ZIPCd050158
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/RestrictionsOnAwardsTxt0AN ELIGIBLE STUDENT MUST BE:A RESIDENT OF THE MARSHALLTOWN COMMUNITY SCHOOL DISTRICT OR MARSHALL COUNTY FOR THE LAST FOUR YEARS. A STUDENT ATTENDING AN IOWA COLLEGE OR UNIVERSITY. A STUDENT ENGAGED IN UNDERGRADUATE OR PROFESSIONAL STUDY ONLY. NOT AVAILABLE FOR GENERAL GRADUATE STUDY.
IRS990PF/SupplementaryInformationGrp/ApplicationSubmissionInfoGrp/SubmissionDeadlinesTxt0MAY 31
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriApprvFutAmt00
IRS990PF/SupplementaryInformationGrp/TotalGrantOrContriPdDurYrAmt00
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/LoansOrLoanGuaranteesInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PerformanceOfServicesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/PurchaseOfAssetsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/ReimbursementArrangementsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RelationshipsNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/RentalOfFacilitiesOthAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SalesOrExchangesOfAssetsInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/SharingOfFacilitiesEtcInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOfCashToNonchrtblEOInd0false
IRS990PF/TrnsfrTransRlnNonchrtblEOGrp/TrnsfrOtherAssetNonchrtblEOInd0false
IRS990PF/UndistributedIncomeGrp/AppliedToCurrentYearAmt0130238
IRS990PF/UndistributedIncomeGrp/AppliedToYear1Amt0308019
IRS990PF/UndistributedIncomeGrp/DistributableAsAdjustedAmt0312930
IRS990PF/UndistributedIncomeGrp/QualifyingDistributionsAmt0438257
IRS990PF/UndistributedIncomeGrp/UndistributedIncomeCYAmt0182692
IRS990PF/UndistributedIncomeGrp/UndistributedIncomePYAmt0308019
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/AdjustedNetIncomeAmt40
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc0AUDIT EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc1SUPPLIES
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc2MISCELLANEOUS EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc3BOND PURCHASE
OtherExpensesSchedule/OtherExpensesScheduleGrp/Desc4COLLECTION EXPENSE
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt05000
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt1571
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt27092
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt3100
OtherExpensesSchedule/OtherExpensesScheduleGrp/DisbursementsCharitablePrpsAmt41481
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt00
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt10
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt20
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt30
OtherExpensesSchedule/OtherExpensesScheduleGrp/NetInvestmentIncomeAmt40
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt05000
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt1571
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt27092
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt3100
OtherExpensesSchedule/OtherExpensesScheduleGrp/RevenueAndExpensesPerBooksAmt41481
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt00
OtherIncomeSchedule2/OtherIncomeDetail/AdjustedNetIncomeAmt10
OtherIncomeSchedule2/OtherIncomeDetail/Desc0EDUCATIONAL LOANS
OtherIncomeSchedule2/OtherIncomeDetail/Desc1LATENSF CHARGES
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt00
OtherIncomeSchedule2/OtherIncomeDetail/NetInvestmentIncomeAmt10
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt033664
OtherIncomeSchedule2/OtherIncomeDetail/RevenueAndExpensesPerBooksAmt11045
OtherIncreasesSchedule/OtherIncreasesDetail/Amt03
OtherIncreasesSchedule/OtherIncreasesDetail/Desc0ROUNDING
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/AdjustedNetIncomeAmt00
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/Amt032718
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/CategoryTxt0SECRETARY FEES PER INS
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/DisbursementsCharitablePrpsAmt032718
OtherProfessionalFeesSchedule/OtherProfessionalFeesDetail/NetInvestmentIncomeAmt00
TaxesSchedule/TaxesDetail/AdjustedNetIncomeAmt01766
TaxesSchedule/TaxesDetail/Amt03431
TaxesSchedule/TaxesDetail/CategoryTxt0EXCISE TAX
TaxesSchedule/TaxesDetail/DisbursementsCharitablePrpsAmt00
TaxesSchedule/TaxesDetail/NetInvestmentIncomeAmt01765
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/AuthenticationAssuranceLevelCd0AAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/IdentityAssuranceLevelCd0IAL1
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/OOBSecurityVerificationCd000
ReturnHeader/AdditionalFilerInformation/TrustedCustomerGrp/TrustedCustomerCd02
ReturnHeader/BuildTS02023-04-26 12:10:37Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0ROBERT THOMAS
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum06413522045
ReturnHeader/BusinessOfficerGrp/SignatureDt02024-04-26
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0FRANK PIERCE TRUST
ReturnHeader/Filer/BusinessNameControlTxt0FRAN
ReturnHeader/Filer/EIN0420737535
ReturnHeader/Filer/USAddress/AddressLine1Txt0102 E CHURCH STREET
ReturnHeader/Filer/USAddress/CityNm0Marshalltown
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA
ReturnHeader/Filer/USAddress/ZIPCd050158
ReturnHeader/IRSResponsiblePrtyInfoCurrInd0true
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0Hitchins and Thronson PLC
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt0102 E Church St
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0Marshalltown
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0IA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd050158
ReturnHeader/PreparerPersonGrp/PhoneNum06417524507
ReturnHeader/PreparerPersonGrp/PreparationDt02024-05-09
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0Kevin R Hitchins
ReturnHeader/PreparerPersonGrp/SelfEmployedInd0X
ReturnHeader/ReturnTs02024-05-09T16:18:08-04:00
ReturnHeader/ReturnTypeCd0990PF
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonFirstNm0ROBERT
ReturnHeader/SigningOfficerGrp/PersonFullName/PersonLastNm0THOMAS
ReturnHeader/TaxPeriodBeginDt02023-01-01
ReturnHeader/TaxPeriodEndDt02023-12-31
ReturnHeader/TaxYr02023

Document Assets

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Filings

Displayed year

2023 • Form 990PFDetailed filing. Detailed filing data is available for this year.

Open filing
Assets
$2,984,493
Liabilities
$0
Net assets
$2,984,493
Revenue
$92,240
Expenses
$50,393
Net income
$41,847
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$3.02$0.00$3.02$0.08$0.04$0.04
2023Detailed filing. Detailed filing data is available for this year.$2.98$0.00$2.98$0.09$0.05$0.04
2022Detailed filing. Detailed filing data is available for this year.$2.94$0.00$2.94$0.06$0.03$0.03
2021Detailed filing. Detailed filing data is available for this year.$2.92$0.00$2.92$0.06$0.08$0.02
2020Detailed filing. Detailed filing data is available for this year.$2.94$0.00$2.94$0.06$0.06$0.00
2019Summary only. Only limited summary data is available for this year.$2.94$0.00$0.07$0.05$0.02
2015Summary only. Only limited summary data is available for this year.$2.82$0.00$0.10$0.04$0.06
2014Summary only. Only limited summary data is available for this year.$2.76$0.00$0.07$0.04$0.04
2013Detailed filing. Detailed filing data is available for this year.$2.72$0.00$2.72$0.09$0.05$0.04
2012Summary only. Only limited summary data is available for this year.$2.68$0.00$0.09$0.05$0.05
2011Summary only. Only limited summary data is available for this year.$2.64$0.00$0.07$0.04$0.03