Civic Intelligence

Bud Keays Trust

990 • Fiscal year 2017 • EIN 42-1145180

Aug 01, 2016 to Jul 31, 2017 • Filed on Dec 12, 2017

Organization ProfileN/A
115 Center Ave N PO Box 760Mitchellville, IA 50169

(515) 967-3776

Siviq Scores

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

Liabilities / Assets

56th percentile

0.00x

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

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Liabilities / Revenue

Score unavailable

No value available

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

Source year 2017

Net Margin

100th percentile

685%

Higher net margin than 100% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Source year 2017

Asset Growth

54th percentile

4.7%

Faster asset growth than 54% of similar nonprofits.

2017 filings • 501(c)3 • <$500k nonprofits • Annualized from 2016 to 2017

Revenue Growth

Score unavailable

No value available

A valid growth rate could not be computed from the available filing history.

Annualized from 2016 to 2017

Balance Sheet
Liabilities / Assets56th percentile

Assets

Up

$326,973

Up $14,643 (+4.7%) from 2016

Net Assets

Up

$326,973

Up $14,643 (+4.7%) from 2016

Liabilities

$0

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / RevenueScore unavailableNet Margin100th percentile

Revenue

Down

-$1,091

Down $16,894 (-107%) from 2016

Expenses

Down

$6,378

Down $6,666 (-51%) from 2016

Net Income

Down

-$7,469

Down $10,228 (-371%) from 2016

Historical Trend

Balance Sheet Trend

Asset Growth54th percentile

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

$400K$300K$200K$100K$0Assets 2011: $326,177Net Assets 2011: $326,1772011Assets 2012: $326,891Net Assets 2012: $326,8912012Assets 2013: $328,145Net Assets 2013: $328,1452013Assets 2014: $328,316Net Assets 2014: $328,3162014Assets 2015: $318,162Net Assets 2015: $318,1622015Assets 2016: $312,330Net Assets 2016: $312,3302016Assets 2017: $326,973Liabilities 2017: $0Net Assets 2017: $326,9732017Assets 2018: $328,451Net Assets 2018: $328,4512018Assets 2019: $334,609Net Assets 2019: $334,6092019Assets 2020: $342,079Net Assets 2020: $342,0792020Assets 2021: $374,481Net Assets 2021: $374,4812021Assets 2022: $333,285Liabilities 2022: $02022Assets 2023: $323,282Liabilities 2023: $02023Assets 2024: $334,750Liabilities 2024: $0Net Assets 2024: $334,7502024Assets 2025: $329,759Liabilities 2025: $0Net Assets 2025: $329,7592025

Highlighted filing

2017

Assets$326,973
Liabilities$0
Net Assets$326,973
Open 2017 Filing

Operations Trend

Revenue GrowthScore unavailable

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

$30K$20K$10K$0-$10K-$20KRevenue 2011: $6,879Expenses 2011: $7,585Net Income 2011: -$7062011Revenue 2012: $6,636Expenses 2012: $5,922Net Income 2012: $7142012Revenue 2013: $6,618Expenses 2013: $5,364Net Income 2013: $1,2542013Revenue 2014: $6,048Expenses 2014: $5,877Net Income 2014: $1712014Revenue 2015: $17,640Expenses 2015: $5,606Net Income 2015: $12,0342015Revenue 2016: $15,803Expenses 2016: $13,044Net Income 2016: $2,7592016Revenue 2017: -$1,091Expenses 2017: $6,378Net Income 2017: -$7,4692017Revenue 2018: $10,084Expenses 2018: $10,720Net Income 2018: -$6362018Revenue 2019: $11,196Expenses 2019: $14,917Net Income 2019: -$3,7212019Revenue 2020: $10,761Expenses 2020: $14,099Net Income 2020: -$3,3382020Revenue 2021: $28,053Expenses 2021: $16,630Net Income 2021: $11,4232021Revenue 2022: $8,753Expenses 2022: $16,063Net Income 2022: -$7,3102022Revenue 2023: $8,943Expenses 2023: $19,001Net Income 2023: -$10,0582023Revenue 2024: $10,268Expenses 2024: $14,292Net Income 2024: -$4,0242024Revenue 2025: $23,230Expenses 2025: $26,500Net Income 2025: -$3,2702025

Highlighted filing

2017

Revenue-$1,091
Expenses$6,378
Net Income-$7,469
Open 2017 Filing
Jump To
Filing Snapshot
Filing Period
Aug 1, 2016 to Jul 31, 2017
Signed
Dec 12, 2017
Return Version
2016v3.0
Gross Receipts
$299,838
Mission and Program Overview

Mission

To provide college scholarships to students from the southeast polk community high school who meet certain academic and practical ffa chapter requirements and go on to pursue an agricultural course at a college or university in iowa.

Balance Sheet Detail
LineBeginningEndChange
Assets
Cap Stk Tr Prin Current Funds$312,330$326,973▲ $14,643
Investments in Publicly Traded Securities$302,514$316,478▲ $13,964
Cash and Non-Interest-Bearing Accounts$9,816$10,495▲ $679
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-
Land, Buildings, and Equipment, Net-$0-
Intangible Assets-$0-
Inventories for Sale or Use-$0-
Prepaid Expenses and Deferred Charges-$0-
Total Assets$312,330$326,973▲ $14,643
Other Assets Total-$0-
Liabilities
Total Liabilities$0$0→ $0
Net Assets / Fund Balance
Total Net Assets Fund Balance$312,330$326,973▲ $14,643
Total Liabilities and Net Assets / Fund Balance$312,330$326,973▲ $14,643
Compensation and Service Providers
Top Officer Pay76th percentile

Board Members and Trustees

NameTitle
Brandon JazzTrustee
Lee Ann DavisTrustee
Matthew EddyTrustee
Steve PettitTrustee
Revenue and Support

Revenue Composition

Contributions and Grants
$0
Program Service Revenue
$0
Investment Income
$-1,091
Other Revenue
$0
Change in Net Assets
$-7,469
Expenses and Functional Allocation

Major Expense Lines

Line ItemAmount
Other Expenses$3,378
Grants and Similar Amounts Paid$3,000
Professional Fundraising Fees$0
Salaries, Compensation, and Employee Benefits$0
Total Fundraising Expense$0

Functional Expense Allocation

Line ItemProgramManagementFundraisingTotal
Grants to Domestic Individuals$3,000--$3,000
Other Expenses$1,720--$1,720
Fees for Service Investment Mgmnt Fees$1,052--$1,052
Fees for Services Legal$356--$356
Fees for Services Accounting$250--$250
Total Functional Expenses$6,378$0$0$6,378
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-
Governance and Compliance

Governance Checklist

Compiled or reviewed by an accountant
No
Annual disclosure for covered persons
No
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
No
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

“Trustees are given a copy of the return to review, but due to logistics this is usually after it has been 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
Bud Keays Trust
EIN
42-1145180
Phone
5159673776
Address
115 CENTER AVE N PO BOX 760, MITCHELLVILLE, IA 50169

Signing Officer

Name
Matthew Eddy
Title
Trustee
Signed
2017-12-12
Discuss with paid preparer
Yes

Organization Details

Legal Domicile
Ia
Voting Board Members
3
Independent Board Members
3
Employees
0

Preparer

Firm
Timmins Jacobsen & Strawhacker LLP
Address
10550 New York Ave Suite 200, Des Moines, IA 50322-3775
Preparer
Donald C Timmins CPA
Phone
5152708080
Supplemental Narrative

Additional Explanations

Other Changes In Net Assets Or Fund Balances - Other Increases

“Unrealized gain on investments = $22112”

Trustees

“Due to the turnover of 1 board member during the fiscal period, four trustees are listed in part vii, but only three are reported in part i, #3 and part vi, #1a.”

Raw XML AppendixShowing 400 of 413 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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IRS990ScheduleA/DistributionsGrp/CYOtherDistributionsAmt00
IRS990ScheduleA/DistributionsGrp/CYPaidAccomplishExemptPrpsAmt00
IRS990ScheduleA/DistributionsGrp/CYPdInExcessIncomeActivityAmt03000
IRS990ScheduleA/DistributionsGrp/CYTotalAnnualDistributionsAmt06378
IRS990ScheduleA/DistributionsGrp/ExemptUseAssetsAcquisPaidAmt00
IRS990ScheduleA/DistributionsGrp/QualifiedSetAsideAmt00
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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/Form990SchAType3SprtOrgAllGrp/OfficersCloseRelationshipInd0true
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/SupportedOrgVoiceInvestmentInd0false
IRS990ScheduleA/Form990SchAType3SprtOrgAllGrp/TimelyProvidedDocumentsInd0true
IRS990ScheduleA/Form990ScheduleAPartVIGrp/ExplanationTxt0PART I, LINE 11H - NO PAYMENTS MADE DIRECTLY TO THE SCHOOL. SCHOLARSHIPS ARE PAID DIRECTLY TO THE COLLEGES ATTENDED BY THE STUDENTS OF THE SCHOOL.
IRS990ScheduleA/Form990ScheduleAPartVIGrp/FormAndLineReferenceDesc0Support Schedule: Additional Supplemental Information
IRS990ScheduleA/MinimumAssetAmountGrp/AcquisitionIndebtednessGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/CurrentYearAmt0317141
IRS990ScheduleA/MinimumAssetAmountGrp/AdjustedFMVLessIndebtednessGrp/PriorYearAmt0307105
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/CurrentYearAmt09513
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyCashBalancesGrp/PriorYearAmt017190
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/CurrentYearAmt0307628
IRS990ScheduleA/MinimumAssetAmountGrp/AverageMonthlyFMVOfSecGrp/PriorYearAmt0289915
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/CurrentYearAmt04757
IRS990ScheduleA/MinimumAssetAmountGrp/CashDeemedCharitableGrp/PriorYearAmt04607
IRS990ScheduleA/MinimumAssetAmountGrp/DiscountClaimedAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/FMVOtherNonExemptUseAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/CurrentYearAmt0312384
IRS990ScheduleA/MinimumAssetAmountGrp/NetVlNonExemptUseAssetsGrp/PriorYearAmt0302498
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/CurrentYearAmt010933
IRS990ScheduleA/MinimumAssetAmountGrp/PctOfNetVlNonExemptUseAstGrp/PriorYearAmt010587
IRS990ScheduleA/MinimumAssetAmountGrp/RecoveriesPYDistriMinAssetGrp/PriorYearAmt00
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/CurrentYearAmt0317141
IRS990ScheduleA/MinimumAssetAmountGrp/TotalFMVOfNonExemptUseAssetGrp/PriorYearAmt0307105
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/CurrentYearAmt010933
IRS990ScheduleA/MinimumAssetAmountGrp/TotalMinimumAssetGrp/PriorYearAmt010587
IRS990ScheduleA/OtherSupportSumAmt00
IRS990ScheduleA/SupportedOrganizationsCnt01
IRS990ScheduleA/SupportedOrganizationsTotalCnt01
IRS990ScheduleA/SupportedOrgInformationGrp/EIN0420863054
IRS990ScheduleA/SupportedOrgInformationGrp/GoverningDocumentListedInd0false
IRS990ScheduleA/SupportedOrgInformationGrp/OrganizationTypeCd02
IRS990ScheduleA/SupportedOrgInformationGrp/OtherSupportAmt00
IRS990ScheduleA/SupportedOrgInformationGrp/SupportAmt06378
IRS990ScheduleA/SupportedOrgInformationGrp/SupportedOrganizationName/BusinessNameLine1Txt0SE POLK SCHOOLS
IRS990ScheduleA/SupportingOrganization509a3Ind0X
IRS990ScheduleA/SupportingOrgType3NonFuncInd0X
IRS990ScheduleA/SupportSumAmt06378
IRS990/ScheduleBRequiredInd0false
IRS990/ScheduleJRequiredInd0false
IRS990/ScheduleORequiredInd0false
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0TRUSTEES ARE GIVEN A COPY OF THE RETURN TO REVIEW, BUT DUE TO LOGISTICS THIS IS USUALLY AFTER IT HAS BEEN FILED.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1No documents available to the public.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt2UNREALIZED GAIN ON INVESTMENTS = $22112
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt3DUE TO THE TURNOVER OF 1 BOARD MEMBER DURING THE FISCAL PERIOD, FOUR TRUSTEES ARE LISTED IN PART VII, BUT ONLY THREE ARE REPORTED IN PART I, #3 AND PART VI, #1A.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0Form 990, Part VI, Line 11b: Form 990 Review Process
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1Form 990, Part VI, Line 19: Other Organization Documents Publicly Available
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc2Other Changes In Net Assets Or Fund Balances - Other Increases
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc3TRUSTEES
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IRS990/SignificantChangeInd0false
IRS990/SignificantNewProgramSrvcInd0false
IRS990/SubjectToProxyTaxInd0false
IRS990/TaxableDistributionsInd0false
IRS990/TaxablePartyNotificationInd0false
IRS990/TaxExemptBondsInd0false
IRS990/TempOrPermanentEndowmentsInd0false
IRS990/TerminateOperationsInd0false
IRS990/TotalAssetsBOYAmt0312330
IRS990/TotalAssetsEOYAmt0326973
IRS990/TotalAssetsGrp/BOYAmt0312330
IRS990/TotalAssetsGrp/EOYAmt0326973
IRS990/TotalCompGreaterThan150KInd0false
IRS990/TotalContributionsAmt00
IRS990/TotalEmployeeCnt00
IRS990/TotalFunctionalExpensesGrp/FundraisingAmt00
IRS990/TotalFunctionalExpensesGrp/ManagementAndGeneralAmt00
IRS990/TotalFunctionalExpensesGrp/ProgramServicesAmt06378
IRS990/TotalFunctionalExpensesGrp/TotalAmt06378
IRS990/TotalGrossUBIAmt00
IRS990/TotalLiabilitiesEOYAmt00
IRS990/TotalLiabilitiesGrp/BOYAmt00
IRS990/TotalLiabilitiesGrp/EOYAmt00
IRS990/TotalNetAssetsFundBalanceGrp/BOYAmt0312330
IRS990/TotalNetAssetsFundBalanceGrp/EOYAmt0326973
IRS990/TotalProgramServiceExpensesAmt06378
IRS990/TotalProgramServiceRevenueAmt00
IRS990/TotalRevenueGrp/RelatedOrExemptFuncIncomeAmt0-1091
IRS990/TotalRevenueGrp/TotalRevenueColumnAmt0-1091
IRS990/TotLiabNetAssetsFundBalanceGrp/BOYAmt0312330
IRS990/TotLiabNetAssetsFundBalanceGrp/EOYAmt0326973
IRS990/TransactionWithControlEntInd0false
IRS990/TravelGrp/TotalAmt00
IRS990/TrnsfrExmptNonChrtblRltdOrgInd0false
IRS990/TypeOfOrganizationTrustInd0X
IRS990/UnrelatedBusIncmOverLimitInd0false
IRS990/UponRequestInd0X
IRS990/VotingMembersGoverningBodyCnt03
IRS990/VotingMembersIndependentCnt03
IRS990/WebsiteAddressTxt0N/A
IRS990/WhistleblowerPolicyInd0false
ReturnHeader/BuildTS02017-02-10 21:41:12Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd0true
ReturnHeader/BusinessOfficerGrp/PersonNm0MATTHEW EDDY
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0Trustee
ReturnHeader/BusinessOfficerGrp/SignatureDt02017-12-12
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0BUD KEAYS TRUST
ReturnHeader/Filer/BusinessNameControlTxt0BUDK
ReturnHeader/Filer/EIN0421145180
ReturnHeader/Filer/PhoneNum05159673776
ReturnHeader/Filer/USAddress/AddressLine1Txt0115 CENTER AVE N PO BOX 760
ReturnHeader/Filer/USAddress/CityNm0MITCHELLVILLE
ReturnHeader/Filer/USAddress/StateAbbreviationCd0IA

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2017 • Form 990Detailed filing. Detailed filing data is available for this year.

Open filing
Assets
$326,973
Liabilities
$0
Net assets
$326,973
Revenue
-$1,091
Expenses
$6,378
Net income
-$7,469
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$3.30$0.00$3.30$0.23$0.27$0.03
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.35$0.00$3.35$0.10$0.14$0.04
2023Summary only. Only limited summary data is available for this year.$3.23$0.00$0.09$0.19$0.10
2022Summary only. Only limited summary data is available for this year.$3.33$0.00$0.09$0.16$0.07
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.74$3.74$0.28$0.17$0.11
2020XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$3.42$3.42$0.11$0.14$0.03
2019Detailed filing. Detailed filing data is available for this year.$3.35$3.35$0.11$0.15$0.04
2018Detailed filing. Detailed filing data is available for this year.$3.28$3.28$0.10$0.11$0.01
2017Detailed filing. Detailed filing data is available for this year.$3.27$0.00$3.27$0.01$0.06$0.07
2016Detailed filing. Detailed filing data is available for this year.$3.12$3.12$0.16$0.13$0.03
2015Detailed filing. Detailed filing data is available for this year.$3.18$3.18$0.18$0.06$0.12
2014Detailed filing. Detailed filing data is available for this year.$3.28$3.28$0.06$0.06$0.00
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.28$3.28$0.07$0.05$0.01
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.27$3.27$0.07$0.06$0.01
2011Facts available. Structured filing facts are available, but richer extracted sections are limited.$3.26$3.26$0.07$0.08$0.01