Civic Intelligence

Wiese Foundation

990 • Fiscal year 2015 • EIN 42-1090327

Jan 01, 2015 to Dec 31, 2015 • Filed on May 11, 2016

Organization ProfileN/A
PO Box 435Perry, IA 50220

(515) 465-3591

Siviq Scores

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

Liabilities / Assets

6th percentile

0.00x

Higher debt load relative to assets than 6% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Liabilities / Revenue

6th percentile

0.00x

Higher debt load relative to revenue than 6% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Net Margin

86th percentile

33%

Higher net margin than 86% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Top Officer Pay

20th percentile

$4,000

Higher top officer pay than 20% of similar nonprofits.

Top officer pay equals 0.8% of source-year revenue.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Source year 2015

Asset Growth

56th percentile

2.1%

Faster asset growth than 56% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2014 to 2015

Revenue Growth

60th percentile

7.1%

Faster revenue growth than 60% of similar nonprofits.

2015 filings • 501(c)3 • $5M-$10M nonprofits • Annualized from 2014 to 2015

Balance Sheet
Liabilities / Assets6th percentile

Assets

Up

$7,625,970

Up $157,085 (+2.1%) from 2014

Net Assets

Up

$7,625,969

Up $157,084 (+2.1%) from 2014

Liabilities

Up

$1

Up $1 from 2014

Revenue And Expenses
Liabilities / Revenue6th percentileNet Margin86th percentile

Revenue

Up

$483,147

Up $31,884 (+7.1%) from 2014

Expenses

Down

$326,063

Down $8,683 (-2.6%) from 2014

Net Income

Up

$157,084

Up $40,567 (+35%) from 2014

Historical Trend

Balance Sheet Trend

Asset Growth56th percentile

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

$10M$5.0M$0Assets 2011: $6,979,623Liabilities 2011: $0Net Assets 2011: $6,979,6232011Assets 2012: $7,144,418Liabilities 2012: $0Net Assets 2012: $7,144,4182012Assets 2013: $7,352,368Liabilities 2013: $1Net Assets 2013: $7,352,3672013Assets 2014: $7,468,885Liabilities 2014: $0Net Assets 2014: $7,468,8852014Assets 2015: $7,625,970Liabilities 2015: $1Net Assets 2015: $7,625,9692015Assets 2016: $7,892,072Liabilities 2016: $0Net Assets 2016: $7,892,0722016Assets 2017: $8,078,741Liabilities 2017: $0Net Assets 2017: $8,078,7412017Assets 2019: $7,888,357Liabilities 2019: $1Net Assets 2019: $7,888,3562019Assets 2020: $7,920,895Liabilities 2020: $0Net Assets 2020: $7,920,8952020Assets 2021: $8,143,736Liabilities 2021: $0Net Assets 2021: $8,143,7362021Assets 2022: $8,146,184Liabilities 2022: $0Net Assets 2022: $8,146,1842022Assets 2023: $8,214,983Liabilities 2023: $0Net Assets 2023: $8,214,9832023Assets 2024: $8,513,282Liabilities 2024: $0Net Assets 2024: $8,513,2822024

Highlighted filing

2015

Assets$7,625,970
Liabilities$1
Net Assets$7,625,969
Open 2015 Filing

Operations Trend

Revenue Growth60th percentile

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

$800K$600K$400K$200K$0-$200KRevenue 2011: $308,811Expenses 2011: $310,369Net Income 2011: -$1,5582011Expenses 2012: $221,3122012Revenue 2013: $480,140Expenses 2013: $272,191Net Income 2013: $207,9492013Revenue 2014: $451,263Expenses 2014: $334,746Net Income 2014: $116,5172014Revenue 2015: $483,147Expenses 2015: $326,063Net Income 2015: $157,0842015Revenue 2016: $507,326Expenses 2016: $241,223Net Income 2016: $266,1032016Revenue 2017: $501,151Expenses 2017: $314,482Net Income 2017: $186,6692017Revenue 2019: $339,324Expenses 2019: $313,857Net Income 2019: $25,4672019Revenue 2020: $329,557Expenses 2020: $297,018Net Income 2020: $32,5392020Revenue 2021: $770,699Expenses 2021: $547,858Net Income 2021: $222,8412021Revenue 2022: $372,840Expenses 2022: $370,392Net Income 2022: $2,4482022Revenue 2023: $439,183Expenses 2023: $370,384Net Income 2023: $68,7992023Revenue 2024: $645,371Expenses 2024: $347,072Net Income 2024: $298,2992024

Highlighted filing

2015

Revenue$483,147
Expenses$326,063
Net Income$157,084
Open 2015 Filing
Jump To
Filing Snapshot
Filing Period
Jan 1, 2015 to Dec 31, 2015
Signed
May 11, 2016
Return Version
2015v2.0
Gross Receipts
$511,448
Mission and Program Overview

Mission

Support of six nonprofit beneficiaries

Balance Sheet Detail
LineBeginningEndChange
Assets
Investments in Publicly Traded Securities$6,490,695$6,664,700▲ $174,005
Land, Buildings, and Equipment, Net$954,342$954,342→ $0
Cash and Non-Interest-Bearing Accounts$23,848$6,928▼ $16,920
Savings and Temporary Cash Investments-$0-
Accounts Receivable-$0-
Other Notes and Loans Receivable, Net-$0-
Pledges and Grants Receivable-$0-
Receivable From Disqualified Prsn-$0-
Receivables From Officers Etc-$0-
Investments Other Securities-$0-
Investments Program Related-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$7,468,885$7,625,970▲ $157,085
Other Assets Total-$0-
Liabilities
Other Liabilities-$1-
Total Liabilities$0$1▲ $1
Net Assets / Fund Balance
Unrestricted Net Assets$7,468,885$7,625,969▲ $157,084
Total Net Assets Fund Balance$7,468,885$7,625,969▲ $157,084
Total Liabilities and Net Assets / Fund Balance$7,468,885$7,625,970▲ $157,085

Asset Categories

AssetBook ValueDepreciationBasis
Other Land Buildings-$4,420-
Land$954,342--
Compensation and Service Providers
Top Officer Pay20th percentile

Employees

NameTitleFull / Part TimeBaseTotal
Michael LickteigSec, Asst TreasPT$4,000$4,000

Board Members and Trustees

NameTitle
William ClarkPresident
Richard JonesVice President
Barry BengtsonTrustee
Donna EmmertTrustee
Dr Randy MccaulleyTrustee
Jenny HornsbyTrustee
Kendall RathjeTrustee
Kirk Van KirkTrustee
Mark PowellTrustee
Jon S PetersTreasurer
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$366,988
Other Revenue
$116,159
Change in Net Assets
$157,084
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Grants and Similar Amounts Paid$300,020
Other Expenses$22,043
Salaries, Compensation, and Employee Benefits$4,000
Professional Fundraising Fees$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Orgs$300,020--$300,020
Fees for Services Other-$19,432-$19,432
Current Officers, Directors, Trustees, and Key Employees-$4,000-$4,000
Insurance-$1,553-$1,553
Other Expenses-$83-$83
Total Functional Expenses$300,020$26,043$0$326,063
International Activity

Grant and Assistance Recipients

RecipientLocationCategoryPurposeAmount
Lutheran Home for AgedPerry, IA-Assist With Selected Projects$166,890
St Martins Epis ChurchPerry, IA-Non-profit Charities in Perry, Ia$58,130
Dallas County Hospital FoundationPerry, IA-Assistance With Selected Projects$25,000
Perry Economic DevelopPerry, IA-Assist With Selected Projects$25,000
Perry Public Library FoundatiPerry, IA-Assist With Selected Projects$25,000
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
Insider Transactions and Loans

Loans and Receivables

Line ItemBeginningEndChange
Receivables from Disqualified Persons-$0-
Receivables from Officers, Directors, Trustees, and Key Employees-$0-
Debt and Bond Financing

Other Reported Liabilities

LiabilityAmount
Rounding$1
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
Yes
Backup withholding compliance
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
No
Other officer compensation reviewed
No
Conflict-of-interest policy
Yes
Audited financial statements prepared
No
Key decisions subject to board approval
No
Management duties delegated
No

Governance Explanations

Form 990, Part VI, Line 11B: Form 990 Review Process

“Director michael lickteig is a cpa and reviews the return for accuracy before it is filed.”

Form 990, Part VI, Line 19: Other Organization Documents Publicly Available

“No documents available to the public.”

Filing and Contact Details

Filer

Filer Name
Wiese Foundation
EIN
42-1090327
Phone
5154653591
Address
PO BOX 435, PERRY, IA 50220

Signing Officer

Name
Michael Lickteig
Title
Sec, Asst Treas
Signed
2016-05-11
Discuss with paid preparer
Yes

Organization Details

Formed
1995
Legal Domicile
Ia
Voting Board Members
11
Independent Board Members
11
Employees
0

Preparer

Firm
Meriwether Wilson & Co PLLC
Address
1307 Second St, Perry, IA 50220
Preparer
William H Boorn CPA
Phone
5154653591
Supplemental Narrative

Additional Explanations

Form 990, Part III, Line 4D: Other Program Services Description

“Other program services 4: perry public library (non-profit) other program services 5: dallas county hospital foundation (non profit) other program services 6: perry economic development - lower the expense of the city of perry for the citizens of perry, ia”

Raw XML AppendixShowing 400 of 516 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.

Path#Value
IRS990/AccountantCompileOrReviewInd0false
IRS990/AccountsReceivableGrp/EOYAmt00
IRS990/ActivitiesConductedPrtshpInd0false
IRS990/ActivityOrMissionDesc0SUPPORT OF SIX NONPROFIT BENEFICIARIES
IRS990/AdvertisingGrp/TotalAmt00
IRS990/AllAffiliatesIncludedInd0false
IRS990/AllOtherExpensesGrp/TotalAmt00
IRS990/AnnualDisclosureCoveredPrsnInd0true
IRS990/BackupWthldComplianceInd0false
IRS990/BenefitsToMembersGrp/TotalAmt00
IRS990/BooksInCareOfDetail/PersonNm0MIKE LICKTEIG
IRS990/BooksInCareOfDetail/PhoneNum05154653255
IRS990/BooksInCareOfDetail/USAddress/AddressLine1Txt0343 330TH ST
IRS990/BooksInCareOfDetail/USAddress/CityNm0PERRY
IRS990/BooksInCareOfDetail/USAddress/StateAbbreviationCd0IA
IRS990/BooksInCareOfDetail/USAddress/ZIPCd050220
IRS990/BusinessRlnWithFamMemInd0false
IRS990/BusinessRlnWithOfficerEntInd0false
IRS990/BusinessRlnWithOrgMemInd0false
IRS990/CashNonInterestBearingGrp/BOYAmt023848
IRS990/CashNonInterestBearingGrp/EOYAmt06928
IRS990/ChangeToOrgDocumentsInd0false
IRS990/CntrctRcvdGreaterThan100KCnt00
IRS990/CollectionsOfArtInd0false
IRS990/CompCurrentOfcrDirectorsGrp/ManagementAndGeneralAmt04000
IRS990/CompCurrentOfcrDirectorsGrp/TotalAmt04000
IRS990/CompDisqualPersonsGrp/TotalAmt00
IRS990/CompensationFromOtherSrcsInd0false
IRS990/CompensationProcessCEOInd0false
IRS990/CompensationProcessOtherInd0false
IRS990/ConferencesMeetingsGrp/TotalAmt00
IRS990/ConflictOfInterestPolicyInd0true
IRS990/ConservationEasementsInd0false
IRS990/ConsolidatedAuditFinclStmtInd0false
IRS990/CreditCounselingInd0false
IRS990/CYBenefitsPaidToMembersAmt00
IRS990/CYContributionsGrantsAmt00
IRS990/CYGrantsAndSimilarPaidAmt0300020
IRS990/CYInvestmentIncomeAmt0366988
IRS990/CYOtherExpensesAmt022043
IRS990/CYOtherRevenueAmt0116159
IRS990/CYProgramServiceRevenueAmt00
IRS990/CYRevenuesLessExpensesAmt0157084
IRS990/CYSalariesCompEmpBnftPaidAmt04000
IRS990/CYTotalExpensesAmt0326063
IRS990/CYTotalFundraisingExpenseAmt00
IRS990/CYTotalProfFndrsngExpnsAmt00
IRS990/CYTotalRevenueAmt0483147
IRS990/DAFExcessBusinessHoldingsInd0false
IRS990/DecisionsSubjectToApprovaInd0false
IRS990/DeductibleArtContributionInd0false
IRS990/DeductibleNonCashContriInd0false
IRS990/DelegationOfMgmtDutiesInd0false
IRS990/DepreciationDepletionGrp/TotalAmt00
IRS990/Desc0LUTHERAN HOME FOR THE AGED(NON-PROFIT)- ASSIST NURSING HOME WITH ITS DEFICIT BUDGET
IRS990/DescribedInSection501c3Ind0true
IRS990/DisregardedEntityInd0false
IRS990/DistributionToDonorInd0false
IRS990/DocumentRetentionPolicyInd0true
IRS990/DonorAdvisedFundInd0false
IRS990/ElectionOfBoardMembersInd0true
IRS990/EmployeeCnt00
IRS990/EmploymentTaxReturnsFiledInd0false
IRS990/EngagedInExcessBenefitTransInd0false
IRS990/EscrowAccountInd0false
IRS990/ExpenseAmt0166890
IRS990/FamilyOrBusinessRlnInd0false
IRS990/FederalGrantAuditRequiredInd0false
IRS990/FeesForServicesAccountingGrp/TotalAmt00
IRS990/FeesForServicesLegalGrp/TotalAmt00
IRS990/FeesForServicesLobbyingGrp/TotalAmt00
IRS990/FeesForServicesManagementGrp/TotalAmt00
IRS990/FeesForServicesOtherGrp/ManagementAndGeneralAmt019432
IRS990/FeesForServicesOtherGrp/TotalAmt019432
IRS990/FeesForServicesProfFundraising/TotalAmt00
IRS990/FeesForSrvcInvstMgmntFeesGrp/TotalAmt00
IRS990/ForeignActivitiesInd0false
IRS990/ForeignFinancialAccountInd0false
IRS990/ForeignGrantsGrp/TotalAmt00
IRS990/ForeignOfficeInd0false
IRS990/Form1098CFiledInd0false
IRS990/Form8282FiledCnt00
IRS990/Form8282PropertyDisposedOfInd0false
IRS990/Form8899Filedind0false
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt70.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt80.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt90.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRltdOrgRt100.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt00.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt10.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt20.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt30.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt40.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt50.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt60.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt70.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt80.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt90.00
IRS990/Form990PartVIISectionAGrp/AverageHoursPerWeekRt105.00
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd0X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd1X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd2X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd3X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd4X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd5X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd6X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd7X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd8X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd9X
IRS990/Form990PartVIISectionAGrp/IndividualTrusteeOrDirectorInd10X
IRS990/Form990PartVIISectionAGrp/OfficerInd0X
IRS990/Form990PartVIISectionAGrp/OfficerInd1X
IRS990/Form990PartVIISectionAGrp/OfficerInd2X
IRS990/Form990PartVIISectionAGrp/OfficerInd3X
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt00
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt10
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt20
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt30
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt40
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt50
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt60
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt70
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt80
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt90
IRS990/Form990PartVIISectionAGrp/OtherCompensationAmt100
IRS990/Form990PartVIISectionAGrp/PersonNm0BARRY BENGTSON
IRS990/Form990PartVIISectionAGrp/PersonNm1WILLIAM CLARK
IRS990/Form990PartVIISectionAGrp/PersonNm2DONNA EMMERT
IRS990/Form990PartVIISectionAGrp/PersonNm3MARK POWELL
IRS990/Form990PartVIISectionAGrp/PersonNm4RICHARD JONES
IRS990/Form990PartVIISectionAGrp/PersonNm5DR RANDY MCCAULLEY
IRS990/Form990PartVIISectionAGrp/PersonNm6JON S PETERS
IRS990/Form990PartVIISectionAGrp/PersonNm7KENDALL RATHJE
IRS990/Form990PartVIISectionAGrp/PersonNm8KIRK VAN KIRK
IRS990/Form990PartVIISectionAGrp/PersonNm9JENNY HORNSBY
IRS990/Form990PartVIISectionAGrp/PersonNm10MICHAEL LICKTEIG
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromOrgAmt104000
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt00
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt10
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt20
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt30
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt40
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt50
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt60
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt70
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt80
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt90
IRS990/Form990PartVIISectionAGrp/ReportableCompFromRltdOrgAmt100
IRS990/Form990PartVIISectionAGrp/TitleTxt0Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt1President
IRS990/Form990PartVIISectionAGrp/TitleTxt2Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt3Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt4Vice President
IRS990/Form990PartVIISectionAGrp/TitleTxt5Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt6Treasurer
IRS990/Form990PartVIISectionAGrp/TitleTxt7Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt8Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt9Trustee
IRS990/Form990PartVIISectionAGrp/TitleTxt10SEC, ASST TREAS
IRS990/Form990ProvidedToGvrnBodyInd0true
IRS990/Form990TFiledInd0false
IRS990/FormationYr01995
IRS990/FormerOfcrEmployeesListedInd0false
IRS990/FSAuditedInd0false
IRS990/FundraisingActivitiesInd0false
IRS990/GainOrLossGrp/SecuritiesAmt0-1562
IRS990/GamingActivitiesInd0false
IRS990/GoverningBodyVotingMembersCnt011
IRS990/GrantAmt0166890
IRS990/GrantsToDomesticIndividualsGrp/TotalAmt00
IRS990/GrantsToDomesticOrgsGrp/ProgramServicesAmt0300020
IRS990/GrantsToDomesticOrgsGrp/TotalAmt0300020
IRS990/GrantsToIndividualsInd0false
IRS990/GrantsToOrganizationsInd0true
IRS990/GrantToRelatedPersonInd0false
IRS990/GrossReceiptsAmt0511448
IRS990/GrossRentsGrp/RealAmt0142898
IRS990/GroupReturnForAffiliatesInd0false
IRS990/IncludeFIN48FootnoteInd0false
IRS990/IncmFromInvestBondProceedsGrp/TotalRevenueColumnAmt00
IRS990/IndependentAuditFinclStmtInd0false
IRS990/IndependentVotingMemberCnt011
IRS990/IndivRcvdGreaterThan100KCnt00
IRS990/IndoorTanningServicesInd0false
IRS990/InfoInScheduleOPartIIIInd0X
IRS990/InfoInScheduleOPartVIInd0X
IRS990/InformationTechnologyGrp/TotalAmt00
IRS990/InsuranceGrp/ManagementAndGeneralAmt01553
IRS990/InsuranceGrp/TotalAmt01553
IRS990/IntangibleAssetsGrp/EOYAmt00
IRS990/InterestGrp/TotalAmt00
IRS990/InventoriesForSaleOrUseGrp/EOYAmt00
IRS990/InvestmentIncomeGrp/ExclusionAmt0368550
IRS990/InvestmentIncomeGrp/TotalRevenueColumnAmt0368550
IRS990/InvestmentInJointVentureInd0false
IRS990/InvestmentsOtherSecuritiesGrp/EOYAmt00
IRS990/InvestmentsProgramRelatedGrp/EOYAmt00
IRS990/InvestmentsPubTradedSecGrp/BOYAmt06490695
IRS990/InvestmentsPubTradedSecGrp/EOYAmt06664700
IRS990/InvestTaxExemptBondsInd0false
IRS990/IRPDocumentCnt00
IRS990/IRPDocumentW2GCnt00
IRS990/LandBldgEquipAccumDeprecAmt04420
IRS990/LandBldgEquipBasisNetGrp/BOYAmt0954342
IRS990/LandBldgEquipBasisNetGrp/EOYAmt0954342
IRS990/LandBldgEquipCostOrOtherBssAmt0958762
IRS990/LegalDomicileStateCd0IA
IRS990/LessCostOthBasisSalesExpnssGrp/SecuritiesAmt01562
IRS990/LessRentalExpensesGrp/RealAmt026739
IRS990/LicensedMoreThanOneStateInd0false
IRS990/LoanOutstandingInd0false
IRS990/LobbyingActivitiesInd0false
IRS990/LocalChaptersInd0false
IRS990/MaterialDiversionOrMisuseInd0false
IRS990/MembersOrStockholdersInd0false
IRS990/MethodOfAccountingCashInd0X
IRS990/MinutesOfCommitteesInd0true
IRS990/MinutesOfGoverningBodyInd0true
IRS990/MissionDesc0SUPPORT OF SIX NONPROFIT BENEFICIARIES
IRS990/MoreThan5000KToIndividualsInd0false
IRS990/MoreThan5000KToOrgInd0false
IRS990/NetAssetsOrFundBalancesBOYAmt07468885
IRS990/NetAssetsOrFundBalancesEOYAmt07625969
IRS990/NetGainOrLossInvestmentsGrp/RelatedOrExemptFuncIncomeAmt0-1562
IRS990/NetGainOrLossInvestmentsGrp/TotalRevenueColumnAmt0-1562
IRS990/NetIncmFromFundraisingEvtGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeFromGamingGrp/TotalRevenueColumnAmt00
IRS990/NetIncomeOrLossGrp/TotalRevenueColumnAmt00
IRS990/NetRentalIncomeOrLossGrp/ExclusionAmt0116159
IRS990/NetRentalIncomeOrLossGrp/TotalRevenueColumnAmt0116159
IRS990/NondeductibleContributionsInd0false
IRS990/OccupancyGrp/TotalAmt00
IRS990/OfficeExpensesGrp/TotalAmt00
IRS990/OfficerMailingAddressInd0false
IRS990/OnBehalfOfIssuerInd0false
IRS990/OperateHospitalInd0false
IRS990/Organization501c3Ind0X
IRS990/OrganizationFollowsSFAS117Ind0X
IRS990/OrgFiledInLieuOfForm1041Ind0false
IRS990/OtherAssetsTotalGrp/EOYAmt00
IRS990/OtherEmployeeBenefitsGrp/TotalAmt00
IRS990/OtherExpensesGrp/Desc0PROFESSIONAL FEES
IRS990/OtherExpensesGrp/Desc1SAFETY DEPOSIT BOX RENTAL
IRS990/OtherExpensesGrp/Desc2CONTRACT LABOR
IRS990/OtherExpensesGrp/Desc3SUPPLIES & POSTAGE
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt0695
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt1165
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt2115
IRS990/OtherExpensesGrp/ManagementAndGeneralAmt383
IRS990/OtherExpensesGrp/TotalAmt0695
IRS990/OtherExpensesGrp/TotalAmt1165
IRS990/OtherExpensesGrp/TotalAmt2115
IRS990/OtherExpensesGrp/TotalAmt383
IRS990/OtherLiabilitiesGrp/EOYAmt01
IRS990/OtherRevenueTotalAmt00
IRS990/OtherSalariesAndWagesGrp/TotalAmt00
IRS990/OthNotesLoansReceivableNetGrp/EOYAmt00
IRS990/PartialLiquidationInd0false
IRS990/PaymentsToAffiliatesGrp/TotalAmt00
IRS990/PayPremiumsPrsnlBnftCntrctInd0false
IRS990/PayrollTaxesGrp/TotalAmt00
IRS990/PensionPlanContributionsGrp/TotalAmt00
IRS990/PledgesAndGrantsReceivableGrp/EOYAmt00
IRS990/PoliticalCampaignActyInd0false
IRS990/PrepaidExpensesDefrdChargesGrp/EOYAmt00
IRS990/ProfessionalFundraisingInd0false
IRS990/ProgSrvcAccomActy2Grp/Desc0ST. MARTINS EPISCOPAL CHURCH - ASSIST CHURCH WITH BENEVOLENCE FOR NON-PROFIT CHARITIES IN PERRY, IA
IRS990/ProgSrvcAccomActy2Grp/ExpenseAmt058130
IRS990/ProgSrvcAccomActy2Grp/GrantAmt058130
IRS990/ProgSrvcAccomActy3Grp/Desc0PERRY PUBLIC LIBRARY (NON-PROFIT)
IRS990/ProgSrvcAccomActy3Grp/ExpenseAmt025000
IRS990/ProgSrvcAccomActy3Grp/GrantAmt025000
IRS990/ProhibitedTaxShelterTransInd0false
IRS990/PYExcessBenefitTransInd0false
IRS990/PYGrantsAndSimilarPaidAmt0308110
IRS990/PYInvestmentIncomeAmt0311847
IRS990/PymtTravelEntrtnmntPubOfclGrp/TotalAmt00
IRS990/PYOtherExpensesAmt022636
IRS990/PYOtherRevenueAmt0139416
IRS990/PYRevenuesLessExpensesAmt0116517
IRS990/PYSalariesCompEmpBnftPaidAmt04000
IRS990/PYTotalExpensesAmt0334746
IRS990/PYTotalRevenueAmt0451263
IRS990/QuidProQuoContributionsInd0false
IRS990/RcvblFromDisqualifiedPrsnGrp/EOYAmt00
IRS990/RcvFndsToPayPrsnlBnftCntrctInd0false
IRS990/ReceivablesFromOfficersEtcGrp/EOYAmt00
IRS990/ReconcilationRevenueExpnssAmt0157084
IRS990/RegularMonitoringEnfrcInd0true
IRS990/RelatedEntityInd0false
IRS990/RelatedOrganizationCtrlEntInd0false
IRS990/RentalIncomeOrLossGrp/RealAmt0116159
IRS990/ReportInvestmentsOtherSecInd0false
IRS990/ReportLandBuildingEquipmentInd0true
IRS990/ReportOtherAssetsInd0false
IRS990/ReportOtherLiabilitiesInd0true
IRS990/ReportProgramRelatedInvstInd0false
IRS990/RoyaltiesGrp/TotalAmt00
IRS990/RoyaltiesRevenueGrp/TotalRevenueColumnAmt00
IRS990/SavingsAndTempCashInvstGrp/EOYAmt00
IRS990ScheduleA/Form990SchASupportingOrgGrp/Contribution35ControlledInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionControllerInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ContributionFamilyInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ControlledDisqualifiedPrsnInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnControllIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/DisqualifiedPrsnOwnrIntInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ExcessBusinessHoldingsRulesInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/ListedByNameGoverningDocInd0true
IRS990ScheduleA/Form990SchASupportingOrgGrp/LoanDisqualifiedPersonInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/OrganizationChangeSuprtOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/PaymentSubstantialContribtrInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgNotOrganizedUSInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportedOrgSectionC456Ind0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SupportNonSupportedOrgInd0false
IRS990ScheduleA/Form990SchASupportingOrgGrp/SuprtOrgNoIRSDeterminationInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/OperateBenefitNonSuprtOrgInd0false
IRS990ScheduleA/Form990SchAType1SuprtOrgGrp/PowerAppointMajorityDirTrstInd0true
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt06
IRS990ScheduleA/SupportedOrganizationsTotalCnt06
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0205489982
IRS990ScheduleA/SupportedOrgInformationGrp/EIN1426005119
IRS990ScheduleA/SupportedOrgInformationGrp/EIN2421402559
IRS990ScheduleA/SupportedOrgInformationGrp/EIN3426005119
IRS990ScheduleA/SupportedOrgInformationGrp/EIN4421234767
IRS990ScheduleA/SupportedOrgInformationGrp/EIN5421207683
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0false
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd1false
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd2false
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd3false
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd4false
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd5false
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd03
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd17
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd23
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd37
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd48
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd51
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt10
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt20
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt30
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt40
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt50
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt025000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt125000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt2166890
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt30
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt425000
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt558130
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0DALLAS CO HOSPITAL FUND
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt1PERRY PUBLIC LIBRARY
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt2THE LUTHERAN HOME
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt3WIESE PARK
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt4PERRY ECON DEVELOPMENT
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt5ST MARTINS EPIS CHURCH
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType1Ind0X
IRS990ScheduleA/SupportSumAmt0300020
IRS990/ScheduleBRequiredInd0false
IRS990ScheduleD/LandGrp/BookValueAmt0954342
IRS990ScheduleD/LandGrp/InvestmentCostOrOtherBasisAmt0954342
IRS990ScheduleD/OtherLandBuildingsGrp/DepreciationAmt04420
IRS990ScheduleD/OtherLandBuildingsGrp/InvestmentCostOrOtherBasisAmt04420
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Amt01
IRS990ScheduleD/OtherLiabilitiesOrgGrp/Desc0Rounding
IRS990ScheduleD/TotalBookValueLandBuildingsAmt0954342
IRS990ScheduleD/TotalLiabilityAmt01
IRS990ScheduleI/GrantRecordsMaintainedInd0true
IRS990ScheduleI/RecipientTable/CashGrantAmt025000
IRS990ScheduleI/RecipientTable/CashGrantAmt1166890
IRS990ScheduleI/RecipientTable/CashGrantAmt225000
IRS990ScheduleI/RecipientTable/CashGrantAmt325000
IRS990ScheduleI/RecipientTable/CashGrantAmt458130
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt00
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt10
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt20
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt30
IRS990ScheduleI/RecipientTable/NonCashAssistanceAmt40
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt0ASSISTANCE WITH SELECTED PROJECTS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt1ASSIST WITH SELECTED PROJECTS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt2ASSIST WITH SELECTED PROJECTS
IRS990ScheduleI/RecipientTable/PurposeOfGrantTxt3ASSIST WITH SELECTED PROJECTS

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2015 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$7,625,970
Liabilities
$1
Net assets
$7,625,969
Revenue
$483,147
Expenses
$326,063
Net income
$157,084
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2024Detailed filing. Detailed filing data is available for this year.$8.51$0.00$8.51$0.65$0.35$0.30
2023Detailed filing. Detailed filing data is available for this year.$8.21$0.00$8.21$0.44$0.37$0.07
2022Detailed filing. Detailed filing data is available for this year.$8.15$0.00$8.15$0.37$0.37$0.00
2021Detailed filing. Detailed filing data is available for this year.$8.14$0.00$8.14$0.77$0.55$0.22
2020Detailed filing. Detailed filing data is available for this year.$7.92$0.00$7.92$0.33$0.30$0.03
2019Detailed filing. Detailed filing data is available for this year.$7.89$0.00$7.89$0.34$0.31$0.03
2017Detailed filing. Detailed filing data is available for this year.$8.08$0.00$8.08$0.50$0.31$0.19
2016Detailed filing. Detailed filing data is available for this year.$7.89$0.00$7.89$0.51$0.24$0.27
2015Detailed filing. Detailed filing data is available for this year.$7.63$0.00$7.63$0.48$0.33$0.16
2014Detailed filing. Detailed filing data is available for this year.$7.47$0.00$7.47$0.45$0.33$0.12
2013Detailed filing. Detailed filing data is available for this year.$7.35$0.00$7.35$0.48$0.27$0.21
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.14$0.00$7.14$0.22
2011Summary only. Only limited summary data is available for this year.$6.98$0.00$6.98$0.31$0.31$0.00