Civic Intelligence

The Marian Home

990 • Fiscal year 2020 • EIN 42-1025626

Sep 01, 2019 to Aug 31, 2020 • Filed on Jan 18, 2021

Organization ProfileWWW.MARIANHOME.COM

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2400 6th Ave NFort Dodge, IA 50501

(515) 576-1138

Siviq Scores

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

Liabilities / Assets

67th percentile

0.43x

Higher debt load relative to assets than 67% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Liabilities / Revenue

75th percentile

0.83x

Higher debt load relative to revenue than 75% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Net Margin

70th percentile

14%

Higher net margin than 70% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Top Officer Pay

22nd percentile

$97,661

Higher top officer pay than 22% of similar nonprofits.

Top officer pay equals 1.3% of source-year revenue.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Source year 2020

Asset Growth

52nd percentile

7.5%

Faster asset growth than 52% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Revenue Growth

72nd percentile

15%

Faster revenue growth than 72% of similar nonprofits.

2020 filings • 501(c)3 • $10M-$25M nonprofits • Annualized from 2019 to 2020

Balance Sheet
Liabilities / Assets67th percentile

Assets

Flat

$14,835,069

Flat from 2020

Net Assets

Flat

$8,462,706

Flat from 2020

Liabilities

Flat

$6,372,363

Flat from 2020

Revenue And Expenses
Liabilities / Revenue75th percentileNet Margin70th percentile

Revenue

Flat

$7,665,962

Flat from 2020

Expenses

Flat

$6,574,848

Flat from 2020

Net Income

Flat

$1,091,114

Flat from 2020

Historical Trend

Balance Sheet Trend

Asset Growth52nd percentile

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

$20M$15M$10M$5.0M$0Assets 2011: $3,046,111Liabilities 2011: $376,740Net Assets 2011: $2,669,3712011Assets 2012: $3,586,952Liabilities 2012: $378,188Net Assets 2012: $3,208,7642012Assets 2013: $3,967,277Liabilities 2013: $353,984Net Assets 2013: $3,613,2932013Assets 2014: $2,206,073Liabilities 2014: $457,235Net Assets 2014: $1,748,8382014Assets 2015: $2,875,674Liabilities 2015: $521,729Net Assets 2015: $2,353,9452015Assets 2016: $9,617,168Liabilities 2016: $4,929,337Net Assets 2016: $4,687,8312016Assets 2017: $11,670,843Liabilities 2017: $6,164,483Net Assets 2017: $5,506,3602017Assets 2018: $14,170,448Liabilities 2018: $6,647,276Net Assets 2018: $7,523,1722018Assets 2019: $13,805,450Liabilities 2019: $6,433,858Net Assets 2019: $7,371,5922019Assets 2020: $14,835,069Liabilities 2020: $6,372,363Net Assets 2020: $8,462,7062020Assets 2020: $14,835,069Liabilities 2020: $6,372,363Net Assets 2020: $8,462,7062020Assets 2021: $14,748,417Liabilities 2021: $5,300,537Net Assets 2021: $9,447,8802021Assets 2022: $15,580,702Liabilities 2022: $4,784,169Net Assets 2022: $10,796,5332022Assets 2023: $15,821,497Liabilities 2023: $4,527,278Net Assets 2023: $11,294,2192023

Highlighted filing

2020

Assets$14,835,069
Liabilities$6,372,363
Net Assets$8,462,706
Open 2020 Filing

Operations Trend

Revenue Growth72nd percentile

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

$10M$5.0M$0-$5.0MRevenue 2011: $5,722,936Expenses 2011: $5,214,100Net Income 2011: $508,8362011Revenue 2012: $6,037,608Expenses 2012: $5,498,217Net Income 2012: $539,3912012Revenue 2013: $5,900,316Expenses 2013: $5,495,786Net Income 2013: $404,5302013Revenue 2014: $5,918,960Expenses 2014: $7,783,415Net Income 2014: -$1,864,4552014Revenue 2015: $6,449,680Expenses 2015: $5,767,085Net Income 2015: $682,5952015Revenue 2016: $8,021,781Expenses 2016: $5,699,800Net Income 2016: $2,321,9812016Revenue 2017: $7,200,254Expenses 2017: $6,373,277Net Income 2017: $826,9772017Revenue 2018: $8,433,671Expenses 2018: $6,420,649Net Income 2018: $2,013,0222018Revenue 2019: $6,694,617Expenses 2019: $6,855,096Net Income 2019: -$160,4792019Revenue 2020: $7,665,962Expenses 2020: $6,574,848Net Income 2020: $1,091,1142020Revenue 2020: $7,665,962Expenses 2020: $6,574,848Net Income 2020: $1,091,1142020Revenue 2021: $8,048,327Expenses 2021: $6,529,342Net Income 2021: $1,518,9852021Revenue 2022: $7,138,917Expenses 2022: $6,917,428Net Income 2022: $221,4892022Revenue 2023: $7,329,412Expenses 2023: $6,910,174Net Income 2023: $419,2382023

Highlighted filing

2020

Revenue$7,665,962
Expenses$6,574,848
Net Income$1,091,114
Open 2020 Filing
Jump To
Filing Snapshot
Filing Period
Sep 1, 2019 to Aug 31, 2020
Signed
Jan 18, 2021
Return Version
2019v5.0
Gross Receipts
$7,665,962
Mission and Program Overview

Mission

To provide housing, health care, skilled nursing and other related services for aging citizens.

Balance Sheet Detail
LineBeginningEndChange
Assets
Land, Buildings, and Equipment, Net$12,684,395$12,285,353▼ $399,042
Savings and Temporary Cash Investments$132,929$1,966,239▲ $1,833,310
Accounts Receivable$610,954$521,382▼ $89,572
Cash and Non-Interest-Bearing Accounts$351,343$37,184▼ $314,159
Inventories for Sale or Use$14,585$14,585→ $0
Total Assets$13,805,450$14,835,069▲ $1,029,619
Other Assets Total$11,244$10,326▼ $918
Liabilities
Tax Exempt Bond Liabilities$4,667,979$4,341,858▼ $326,121
Mortgage Notes Payable Secured by Investment Property$953,835$872,881▼ $80,954
Deferred Revenue-$645,000-
Accounts Payable and Accrued Expenses$810,384$508,443▼ $301,941
Escrow Account Liability$1,660$4,181▲ $2,521
Total Liabilities$6,433,858$6,372,363▼ $61,495
Net Assets / Fund Balance
Net Assets Without Donor Restrictions$7,371,592$8,462,706▲ $1,091,114
Total Net Assets Fund Balance$7,371,592$8,462,706▲ $1,091,114
Total Liabilities and Net Assets / Fund Balance$13,805,450$14,835,069▲ $1,029,619

Asset Categories

AssetBook ValueDepreciationBasis
Buildings$11,803,043$2,125,185$13,928,228
Equipment$121,263$529,809$651,072
Other Land Buildings$296,047$74,445$370,492
Land$65,000-$65,000
Compensation and Service Providers
Top Officer Pay22nd percentile

Employees

NameTitleFull / Part TimeBaseOtherTotal
Tracy TrotterAdministratoFT$90,631$7,030$97,661
Eric Halverson Left August 2019AdministratoFT$68,472$10,461$78,933

Board Members and Trustees

NameTitle
Jim KestersonChair
Jim AllenDirector
Msgr Kevin MccoyDirector
Nancy CrimminsDirector
Steve KerstenDirector
BENNETT O'CONNORSecretary/tr

Highest Paid Contractors

ContractorServicesLocationCompensation
Woodruff Construction LLCConstruction1920 PHILIDELPHIA STREET, Ames, IA 50010$317,264
Revenue and Support

Revenue Composition

Contributions and Grants
$648,589
Program Service Revenue
$7,015,540
Investment Income
$1,833
Other Revenue
$0
All Other Contributions
$581,319
Change in Net Assets
$1,091,114
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Salaries, Compensation, and Employee Benefits$4,087,093
Other Expenses$2,484,652
Grants and Similar Amounts Paid$3,103
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Other Salaries and Wages$3,026,472$138,483-$3,164,955
Other Employee Benefits$541,322$12,735-$554,057
Depreciation Depletion$380,245$30,882-$411,127
Occupancy$297,412$8,065-$305,477
Payroll Taxes$237,027$8,496-$245,523
Other Expenses$123,332$35,729-$159,061
Interest$139,233$6,285-$145,518
Current Officers, Directors, Trustees, and Key Employees-$122,558-$122,558
Insurance$64,009$54,609-$118,618
Information Technology-$98,063-$98,063
Fees for Services Other$5,625$72,808-$78,433
All Other Expenses$17,431$10,669-$28,100
Fees for Services Accounting-$26,572-$26,572
Office Expenses-$23,941-$23,941
Advertising-$6,540-$6,540
Grants to Domestic Orgs$3,103--$3,103
Travel-$2,910-$2,910
Fees for Services Legal-$1,000-$1,000
Total Functional Expenses$5,886,377$688,471$0$6,574,848
Fundraising, Events, and Gaming
Fundraising activities
No
Gaming activities
No
Professional fundraiser used
No

Fundraising and Gaming Totals

Line ItemAmount
Professional Fundraising Fees$0
Political and Lobbying Activity
Political campaign activity
No
Lobbying activity
No
Subject to proxy tax
No
Debt and Bond Financing

Bond Issues

BondIssuerIssuedIssue PricePurpose
ACity of Fort Dodge Iowa2015-06-01$5,500,000CONSTRUCTION

Bond Proceeds

BondTotal ProceedsSpentRetiredIssuance Costs
A$5,500,000-$326,120-

Bond Financing Compliance

No rebate due
No
Rebate not yet due
No
Form 8038-T filed
No
Gross proceeds invested
No
Gross proceeds invested in GIC
No
Exception to rebate
No
Corrective action procedures
Yes
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Audit committee
Yes
Backup withholding compliance
Yes
Business relationship with 35% controlled entity
No
Business relationship with family members
No
Business relationship with organization members
No
Material changes to governing documents
No
Compensation from other sources disclosed
No
CEO compensation reviewed
Yes
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
Yes
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Page 6, Part VI, Line 7A

“The board of directors elect replacement directors when terms expire.”

Form 990, Page 6, Part VI, Line 11B

“The 990 was sent electronically to the board of directors and management via email. They were given the opportunity to voice questions or concerns prior to filing the return.”

Form 990, Page 6, Part VI, Line 12C

“The board of directors annually reviews and monitors the conflict of interest policy.”

Form 990, Page 6, Part VI, Line 15A

“Administrator's wage are approved by the board.”

Form 990, Page 6, Part VI, Line 19

“Governings documents are available upon request.”

Filing and Contact Details

Filer

Filer Name
The Marian Home
EIN
42-1025626
Phone
5155761138
Address
2400 6TH AVE N, FORT DODGE, IA 50501

Signing Officer

Name
Tracy Trotter
Title
Administrator
Phone
5155761138
Signed
2021-01-18
Discuss with paid preparer
Yes

Organization Details

Principal Officer
Tracy Trotter
Formed
1960
Legal Domicile
Ia
Voting Board Members
7
Independent Board Members
7
Employees
165
Volunteers
40

Preparer

Firm
Tdt Cpas and Advisors Pc
Address
1245 JORDAN CREEK PKWY SUITE 100, WEST DES MOINES, IA 50266-2300
Preparer
Dan Montgomery CPA
Phone
6416289411
Supplemental Narrative

Financial Statement Notes

Schedule D, Page 2, Part IV, Line 2B

“The organization provides a custodial service allowing residents to maintain a small cash balance for personal purchases. These amounts are carried as cash or cash equivalents and a corresponding current liability on the statement of financial position.”

Schedule D, Page 3, Part X

“The organization operates exempt from federal income tax on revenues related to its exempt purpose as an organization described in section 501 (c)(3) of the internal revenue code and has been classified as an organization that is not a private foundation under section 509(a) of the internal revenue code. The organization is subject to routine audits by taxing jurisdictions; however, there are currently no audits for any tax periods in progress.”

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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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IRS990/OccupancyGrp/TotalAmt0305477
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IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
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IRS990/OtherAssetsTotalGrp/EOYAmt010326
IRS990/OtherEmployeeBenefitsGrp/ManagementAndGeneralAmt012735
IRS990/OtherEmployeeBenefitsGrp/ProgramServicesAmt0541322
IRS990/OtherEmployeeBenefitsGrp/TotalAmt0554057
IRS990/OtherExpensesGrp/Desc0NURSING CARE
IRS990/OtherExpensesGrp/Desc1FOOD SUPPLIES
IRS990/OtherExpensesGrp/Desc2SUPPLIES
IRS990/OtherExpensesGrp/Desc3OTHER
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt028126
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt135729
IRS990/OtherExpensesGrp/ProgramServicesAmt0474096
IRS990/OtherExpensesGrp/ProgramServicesAmt1312797
IRS990/OtherExpensesGrp/ProgramServicesAmt2264273
IRS990/OtherExpensesGrp/ProgramServicesAmt3123332
IRS990/OtherExpensesGrp/TotalAmt0474096
IRS990/OtherExpensesGrp/TotalAmt1312797
IRS990/OtherExpensesGrp/TotalAmt2292399
IRS990/OtherExpensesGrp/TotalAmt3159061
IRS990/OtherSalariesAndWagesGrp/ManagementAndGeneralAmt0138483
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IRS990/OtherSalariesAndWagesGrp/TotalAmt03164955
IRS990/PartialLiquidationInd0false
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/ManagementAndGeneralAmt08496
IRS990/PayrollTaxesGrp/ProgramServicesAmt0237027
IRS990/PayrollTaxesGrp/TotalAmt0245523
IRS990/PoliticalCampaignActyInd0false
IRS990/PrincipalOfficerNm0TRACY TROTTER
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgramServiceRevenueGrp/BusinessCd0623000
IRS990/ProgramServiceRevenueGrp/BusinessCd1623000
IRS990/ProgramServiceRevenueGrp/BusinessCd2623000
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IRS990/ProgramServiceRevenueGrp/Desc0PRIVATE PAY
IRS990/ProgramServiceRevenueGrp/Desc1MEDICAID
IRS990/ProgramServiceRevenueGrp/Desc2MEDICARE
IRS990/ProgramServiceRevenueGrp/Desc3RESIDENTIAL CARE
IRS990/ProgramServiceRevenueGrp/Desc4MANAGED CARE
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt03529661
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt12415247
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt2989304
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt342461
IRS990/ProgramServiceRevenueGrp/RelatedOrExemptFuncIncomeAmt438867
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IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt12415247
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt2989304
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt342461
IRS990/ProgramServiceRevenueGrp/TotalRevenueColumnAmt438867
IRS990/ProgSrvcAccomActy2Grp/Desc0THE MARIAN VILLAGE IS A RETIREMENT APARTMENT COMPLEX CONSISTING OF 28 INDEPENDENT LIVING APARTMENTS.
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt0317448
IRS990/ProgSrvcAccomActy2Grp/RevenueAmt0478395
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYContributionsGrantsAmt0213542
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt03215
IRS990/PYInvestmentIncomeAmt019077
IRS990/PYOtherExpensesAmt02698714
IRS990/PYProgramServiceRevenueAmt06461998
IRS990/PYRevenuesLessExpensesAmt0-160479
IRS990/PYSalariesCompEmpBnftPaidAmt04153167
IRS990/PYTotalExpensesAmt06855096
IRS990/PYTotalRevenueAmt06694617
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReconcilationRevenueExpnssAmt01091114
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0true
IRS990/RelatedOrganizationCtrlEntInd0true
IRS990/RelatedOrganizationsAmt067270
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0false
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RevenueAmt06537145
IRS990/SavingsAndTempCashInvstGrp/BOYAmt0132929
IRS990/SavingsAndTempCashInvstGrp/EOYAmt01966239
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt0648589
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt0213542
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt02160900
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt01665703
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus4YearsAmt01526939
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt06215673
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearAmt01833
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus1YearAmt01677
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus2YearsAmt0821
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus3YearsAmt0139
IRS990ScheduleA/GrossInvestmentIncome509Grp/CurrentTaxYearMinus4YearsAmt07330
IRS990ScheduleA/GrossInvestmentIncome509Grp/TotalAmt011800
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearAmt07015540
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus1YearAmt06461998
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus2YearsAmt06332250
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus3YearsAmt05673428
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/CurrentTaxYearMinus4YearsAmt06485582
IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt031968798
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearAmt01833
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus1YearAmt01677
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus2YearsAmt0821
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus3YearsAmt0139
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/CurrentTaxYearMinus4YearsAmt07330
IRS990ScheduleA/InvestmentIncomeAndUBTIGrp/TotalAmt011800
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/InvestmentIncomePYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
IRS990ScheduleA/PublicSupportCY509Pct00.99970
IRS990ScheduleA/PublicSupportPY509Pct00.99950
IRS990ScheduleA/PublicSupportTotal509Amt038184471
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
IRS990ScheduleA/Total509Grp/CurrentTaxYearAmt07664129
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus1YearAmt06675540
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt08493150
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt07339131
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt08012521
IRS990ScheduleA/Total509Grp/TotalAmt038184471
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt07665962
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus1YearAmt06677217
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus2YearsAmt08493971
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus3YearsAmt07339270
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearMinus4YearsAmt08019851
IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt038196271
IRS990ScheduleB/ContributorInformationGrp/ContributorBusinessName/BusinessNameLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorNum0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine10RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/AddressLine20RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/City0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/State0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/ContributorUSAddress/ZIPCode0RESTRICTED
IRS990ScheduleB/ContributorInformationGrp/TotalContributionsAmt0RESTRICTED
IRS990/ScheduleBRequiredInd0true
IRS990ScheduleD/AgentTrusteeEtcInd0false
IRS990ScheduleD/BuildingsGrp/BookValueAmt011803043
IRS990ScheduleD/BuildingsGrp/DepreciationAmt02125185
IRS990ScheduleD/BuildingsGrp/OtherCostOrOtherBasisAmt013928228
IRS990ScheduleD/EquipmentGrp/BookValueAmt0121263
IRS990ScheduleD/EquipmentGrp/DepreciationAmt0529809
IRS990ScheduleD/EquipmentGrp/OtherCostOrOtherBasisAmt0651072
IRS990ScheduleD/ExplanationProvidedInd0X
IRS990ScheduleD/FootnoteTextInd0X
IRS990ScheduleD/InclEscrowCustodialAcctLiabInd0true
IRS990ScheduleD/LandGrp/BookValueAmt065000
IRS990ScheduleD/LandGrp/OtherCostOrOtherBasisAmt065000
IRS990ScheduleD/OtherLandBuildingsGrp/BookValueAmt0296047
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt074445
IRS990ScheduleD/OtherLandBuildingsGrp/OtherCostOrOtherBasisAmt0370492
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt0THE ORGANIZATION PROVIDES A CUSTODIAL SERVICE ALLOWING RESIDENTS TO MAINTAIN A SMALL CASH BALANCE FOR PERSONAL PURCHASES. THESE AMOUNTS ARE CARRIED AS CASH OR CASH EQUIVALENTS AND A CORRESPONDING CURRENT LIABILITY ON THE STATEMENT OF FINANCIAL POSITION.
IRS990ScheduleD/SupplementalInformationDetail/ExplanationTxt1THE ORGANIZATION OPERATES EXEMPT FROM FEDERAL INCOME TAX ON REVENUES RELATED TO ITS EXEMPT PURPOSE AS AN ORGANIZATION DESCRIBED IN SECTION 501 (C)(3) OF THE INTERNAL REVENUE CODE AND HAS BEEN CLASSIFIED AS AN ORGANIZATION THAT IS NOT A PRIVATE FOUNDATION UNDER SECTION 509(A) OF THE INTERNAL REVENUE CODE. THE ORGANIZATION IS SUBJECT TO ROUTINE AUDITS BY TAXING JURISDICTIONS; HOWEVER, THERE ARE CURRENTLY NO AUDITS FOR ANY TAX PERIODS IN PROGRESS.
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc0SCHEDULE D, PAGE 2, PART IV, LINE 2B
IRS990ScheduleD/SupplementalInformationDetail/FormAndLineReferenceDesc1SCHEDULE D, PAGE 3, PART X
IRS990ScheduleD/TotalBookValueLandBuildingsAmt012285353
IRS990/ScheduleJRequiredInd0false
IRS990ScheduleK/ProceduresCorrectiveActionGrp/BondReferenceCd0A
IRS990ScheduleK/ProceduresCorrectiveActionGrp/ProceduresCorrectiveActionInd0true
IRS990ScheduleK/SupplementalInformationDetail/ExplanationTxt0CITY OF FORT DODGE, IOWA CONSTRUCTION
IRS990ScheduleK/SupplementalInformationDetail/FormAndLineReferenceDesc0PURPOSE OF ISSUE DESCRIPTION
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/BondReferenceCd0A
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/ExceptionToRebateInd0false
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/Form8038TFiledInd0false
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/GrossProceedsInvestedInd0false
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/GrossProceedsInvestedInGICInd0false
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/HedgeIdentifiedInBksAndRecInd0false
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/NoRebateDueInd0false
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/RebateNotDueYetInd0false
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/VariableRateIssueInd0true
IRS990ScheduleK/TaxExemptBondsArbitrageGrp/WrittenProcToMonitorReqsInd0true
IRS990ScheduleK/TaxExemptBondsIssuesGrp/BondIssuedDt02015-06-01
IRS990ScheduleK/TaxExemptBondsIssuesGrp/BondIssuerEIN0421001588
IRS990ScheduleK/TaxExemptBondsIssuesGrp/BondReferenceCd0A
IRS990ScheduleK/TaxExemptBondsIssuesGrp/DefeasedInd0false
IRS990ScheduleK/TaxExemptBondsIssuesGrp/IssuePriceAmt05500000
IRS990ScheduleK/TaxExemptBondsIssuesGrp/IssuerName/BusinessNameLine1Txt0CITY OF FORT DODGE IOWA

Document Assets

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Filings

Displayed year

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

Open filing
Assets
$14,835,069
Liabilities
$6,372,363
Net assets
$8,462,706
Revenue
$7,665,962
Expenses
$6,574,848
Net income
$1,091,114
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2023Summary only. Only limited summary data is available for this year.$15.8$4.53$11.3$7.33$6.91$0.42
2022XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$15.6$4.78$10.8$7.14$6.92$0.22
2021Facts available. Structured filing facts are available, but richer extracted sections are limited.$14.7$5.30$9.45$8.05$6.53$1.52
2020Detailed filing. Detailed filing data is available for this year.$14.8$6.37$8.46$7.67$6.57$1.09
2020Summary only. Only limited summary data is available for this year.$14.8$6.37$8.46$7.67$6.57$1.09
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$13.8$6.43$7.37$6.69$6.86$0.16
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$14.2$6.65$7.52$8.43$6.42$2.01
2017Summary only. Only limited summary data is available for this year.$11.7$6.16$5.51$7.20$6.37$0.83
2016Detailed filing. Detailed filing data is available for this year.$9.62$4.93$4.69$8.02$5.70$2.32
2015Summary only. Only limited summary data is available for this year.$2.88$0.52$2.35$6.45$5.77$0.68
2014Summary only. Only limited summary data is available for this year.$2.21$0.46$1.75$5.92$7.78$1.86
2013Summary only. Only limited summary data is available for this year.$3.97$0.35$3.61$5.90$5.50$0.40
2012Summary only. Only limited summary data is available for this year.$3.59$0.38$3.21$6.04$5.50$0.54
2011Summary only. Only limited summary data is available for this year.$3.05$0.38$2.67$5.72$5.21$0.51